How do I assign a hierarchy of viewer permissions based on filters?

[dan_johnson]

I would like to assign a heirarchy of viewer permissions per the following example:

Each Manager can only view the performance of their direct reports 

Each Manager cannot view the data of other Managers and their direct reports

The Senior Manager can view all of their reporting Managers and direct reports

I have a filter for Senior Manager by name and filter for Manager by name beneath it

My goal is when the Manager/Senior Manager views the report they do not have the option to view other Managers data.

How can I achieve this?

Much appreciated,

Dan

[v-lili6-msft · Accepted solution]

hi, @dan_johnson

USERNAME() function returns the username from the credentials given to the system at connection time.

and for your case, you could use USERNAME() function with Row-level security (RLS).

here is some reference:

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

http://radacad.com/dynamic-row-level-security-with-manager-level-access-in-power-bi

http://radacad.com/row-level-security-configuration-in-power-bi-desktop

 Please understand that this link is provided “AS IS” with no warranties or guarantees of content changes, and confers no rights.

Best Regards,
Lin

[dan_johnson]

Thank you Lin,

This is very helpful!

Dan

[MFelix]

Hi @dan_johnson

You need to setup the row level security.

Check the link below.

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

Regards,
MFelix