Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Try your skills in the Power BI Dataviz World Championship! Round one ends June 26. Join now

Reply
kalwabharath44
Frequent Visitor

Hierarchy Row Level security with cascading functionality

Hi All,

I have a report which requires Hierarchy Row Level security with cascading functionality
L1 - Director
L2 - Manager
L3 - Supervisor
L4 - Regular user

When an L1 loges in then he needs to see all data corresponding to his L2, L3 and L4 and should not see other L1 Data. Same thing applies for L2,L3 and L4.


How do i implement this functionality, i know that we can create four roles(Ex: [L1 Email] = userprincipalname() ) and assign the users to each role individually but coming to L4 we are talking around 200 users (Adding them manually to the Role group is tedious process)


The question is if i create four Roles in the report and add users manually for the first time (Few users for L1 L2 and L3) how do we maintain the increase of users when there is a new data added and new users using the report. Is there a way to automate the process of adding the users to the Role group in the web version of the report?

5 REPLIES 5
menphis21
Helper IV
Helper IV

Hello @kalwabharath44 , @selimovd,

 

Finally, there is a solution ? i am facing the same issue

 

Thank you

selimovd
Most Valuable Professional
Most Valuable Professional

Hello @kalwabharath44 ,

 

in general, I would do that with Active Directory groups if that is possible.

So you would only have to map the AD groups to the roles, if a new user is joining the workspace you have to add him to the correct AD group. This could be part of the workflow to gain access.

 

If you need any help please let me know.
If I answered your question I would be happy if you give it a thumbs up 👍!

Best regards
Denis

Thank you for the response Denis. Also, i have an excel file with L1 L2 L3 and L4 data. can you please guide me on how to build the security model?

selimovd
Most Valuable Professional
Most Valuable Professional

That depends a lot on the Excel file. Do you have a PowerPivot model or do you "only" have the data in tables? How would you provide the Excel file to your users? What are your data sources?

 

For example if you do a live connection to an SSAS Tabular with PowerPivot in Excel the security from the SSAS works perfectly fine. If you do a direct query connection to a relational database also the security on the database works.

So it really depends.

Thankyou for the Response Denis. The data is in excel file as a regular sheet and i am pulling that into PowerBI.

Example or online sources have examples where ther are building the heirarchy but whereas i have the data as shown below.

User Email > Supervisor Email > L1 Email > L2 Email > L3 Email > L4 Email

How do i build dynamic row level security based on the data i have.

Helpful resources

Announcements
Fabric Data Days is here Carousel

Fabric Data Days 2026

Don't miss out on Data Days, June 15 through August 7. Learn Fabric, Power BI, SQL, AI and more.

Power BI DataViz World Championships carousel

Power BI DataViz World Championships - June 2026

A new Power BI DataViz World Championship is coming this June! Don't miss out on submitting your entry.