Filter dashboard based on user

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.

[email protected] => Can only see data with "John" in Client column

[email protected] =>Can only see data with "Mary" in Client column

etc.

Thank you,

Arthur

Need Help

Preeti_Yadav
4 years ago
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

8 Replies

Anonymous
Not applicable
4 years ago
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
Arthur_NS
Helper I
4 years ago
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
- Anonymous
  Not applicable
  4 years ago
  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
  - Arthur_NS
    Helper I
    4 years ago
    This is what I did but when I click on security, I get this message
- ponnusamy
  Solution Supplier
  4 years ago
  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.
Anonymous
Not applicable
4 years ago
Hi Arthur_NS,

Did 's suggestions help with your scenario? if that is the case, you can consider Kudo or accept the helpful suggestions to help others who faced similar requirements to find it more quickly.

If these also don't help, please share more detailed information to help us clarify your scenario to test.

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Regards,

Xiaoxin Sheng