Filter dashboard based on user

[Arthur_NS]

Hello,

I guess my question is pretty easy, but I haven't found any easy solution although I'm sure one exists.

Basically I have one dashboard linked to an Excel database.

In this Excel database, I have a column "Client".

I want to be able to add users to the dashboard and set up their account so they can only see their data.
This would be done by filtering their account based on the "Client" column.

john@john.com => Can only see data with "John" in Client column

mary@mary.com =>Can only see data with "Mary" in Client column

etc.

Thank you,

Arthur

[Anonymous]

Hi @Arthur_NS,

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Xiaoxin Sheng

[Arthur_NS]

Thank you that helps but I'm stuck in Power BI Service.
When I go Dataset => "..." => Security I get the below message

I don't see where RLS have been moved in Power BI Desktop

[ponnusamy]

@Arthur_NS :

Follow this document and setup row-level security (RLS). you can also set it using "View as" in Power BI Desktop.

https://docs.microsoft.com/en-us/power-bi/admin/service-admin-rls

If this post helps, then please consider Accepting it as the solution, Give Kudos to motivate the contributors.

[SanketBhagwat]

In order to do the same on Power BI Service, you can click on the ellipses and add a member to the role by typing in the email address, or name, of the user, security group or distribution list you want to add.

Use the same link, scroll down, you will find the 'Manage Security on your model' and "Working with Members" topics.

Implement those steps.

Regards,

Sanket Bhagwat

[KhwaNyo]

After you added email address as role member. that user account need to have power bi license to view this report. how user will be viewing report.?  (example: xxxx.xxxx@outlook.com email added as role member, after that how that person view report? ). Appreciate your reply.

[Arthur_NS]

This is what I did but when I click on security, I get this message

[Preeti_Yadav · Accepted solution]

Hi @Arthur_NS 

You might try assigning the roles in power bi desktop first,then publish it to service

Refer below steps to do so:

Did I answer your question? Mark my post as a solution! Appreciate your Kudos!!

Regards,

Preeti

[SanketBhagwat]

Hi @Arthur_NS .

Try the Row Level Security feature.

Read about it on  https://docs.microsoft.com/en-us/power-bi/admin/service-admin-rls.

If this post helps, then please mark it as 'Accept as Solution'.

Regards,

Sanket Bhagwat