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Hi, in a customer database some customer with a certain product should receive a report monthly containing their own data only.
This process can be managed with
1. RLS in Desktop
2. Security on row level in powerbi.com
3. Sending e-mail with PDF attachment using Power Automate
So far so good, however the number of potential customers are more than I would like to do manually with one role per customer and same in powerbi.com and one automated e-mail per customer.
Is there some method to do this dynamically and automatically?
JG
What you are describing is not dynamic RLS, it is static RLS. Dynamic RLS is based on USERPRINCIPALNAME which may or may not be applicable/available in your scenario.
Use a RLS mapping table that holds the customers and their permissions, and then have one role with rules based on the permissions sets.
| User | Count |
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| 50 | |
| 39 | |
| 29 | |
| 18 | |
| 17 |
| User | Count |
|---|---|
| 68 | |
| 57 | |
| 40 | |
| 22 | |
| 19 |