Forum Discussion
How to Set Up Row Level Security for 2 Separate Filter Conditions Without Duplicating Fact Table?
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.
If I were to create a summary table that doesn't have any RSL applied, how would I be able to only show information for a seller if they view it from their account? I'm not sure what the actual practical reason to have a summary table here is.
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.