How to implenent Dynamic RLS in Power BI Projects

[Gopal_PV]

Hi Folks,

I am new to RLS. Never worked . 

Can you please help me how to implemnt Dynamic RLS on Power BI. How companies implementing in relatime.

Ex Source: SQL Server, Excel

if you can detail that would be great help for me.

Regards,

[v-bmanikante]

Hi @Gopal_PV ,

We would like to follow up to see if the solution provided by the super user resolved your issue. Please let us know if you need any further assistance.

If our super user response resolved your issue, please mark it as "Accept as solution" and click "Yes" if you found it helpful.

Regards,

B Manikanteswara Reddy

[v-bmanikante]

Hi @Gopal_PV ,

As we haven’t heard back from you, we wanted to kindly follow up to check if the solution provided for the issue worked? or Let us know if you need any further assistance?

If our response addressed, please mark it as Accept as solution and click Yes if you found it helpful.

Regards,

B Manikanteswara Reddy

[BhavinVyas3003 · Accepted solution]

1. Create a User Mapping Table
   Prepare a table (from Excel or SQL Server) that maps users to specific data segments.                                                                                                                   

   UserEmail	Region
   user1@domain.com	East

    
2. Load Data into Power BI
   Import both your main data (e.g., sales data with a 'Region' column) and the user mapping table into Power BI.
3. Establish Relationships
   Create a relationship between the 'Region' field in both tables:

               UserAccess[Region] → SalesData[Region]

       4. Define RLS Roles in Power BI Desktop

           Navigate to Modeling → Manage Roles.

           Create a new role (e.g., 'RegionalAccess').

           Apply the following DAX filter on the 'UserAccess' table:

           DAX

           [UserEmail] = USERPRINCIPALNAME()

           5. Test the Role
           Use Modeling → View as Roles to simulate and verify the RLS behavior for different users.

           6. Publish and Assign Roles in Power BI Service

• Publish the report to the Power BI Service.
• In the workspace, go to Datasets → Security.
• Assign users to the defined roles.

Refer these links for more details,

• Implement Row-Level Security in Power BI
  Comprehensive guide on setting up both static and dynamic RLS:
  🔗Implement Row-Level Security - Microsoft Learn
• Row-Level Security (RLS) with Power BI
  Detailed documentation on RLS concepts and configurations:
  🔗Row-Level Security with Power BI - Microsoft Fabric