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chasejc's avatar
chasejc
Regular Visitor
6 months ago
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How to Set Up Row Level Security for 2 Separate Filter Conditions Without Duplicating Fact Table?

I'm trying to set up a RLS such that a salesman can switch between viewing sales he made personally to any customer and sales made to just customers he's responsible for which includes ones he didn't...
Need Help
  • v-saisrao-msft's avatar
    v-saisrao-msft
    6 months ago

    Hi chasejc,

    Thank you samratpbi Zanqueta danextian, for your insights.

    Apply RLS to set the maximum access for each salesperson, so they can view either their own sales or sales made to customers they manage. RLS should define the complete range of data they are allowed to see and should not be used as a toggle. Create a disconnected table with options such as “Personal Sales” and “Customer Responsibility” to use as a slicer in the report. Depending on the slicer selection, use measures to adjust the visuals to display either personal sales or customer-owned sales, and apply these measures as visual-level filters (like > 0 or not blank) to manage what is shown without needing extra tables or relationships.

     

    Thank you.

samratpbi's avatar
samratpbi
Super User
6 months ago

Hi chasejc  some data example would have been better, however I think what you want is so see sales made by a salesman - 1st scenario, sales made to his customers -2nd scenario. Now the 2nd scenario will be larger dataset. Hence you can create a RLS based on 2nd scenario. Then have a filter / view on logged in salesman so that salesman can see their own sales only.

 

Hope this helps to resolve your problem. If it does, then please mark it as solution.

Thanks - Samrat