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Gopal_PV
Helper III
Helper III

How to implenent Dynamic RLS in Power BI Projects

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,

 

1 ACCEPTED SOLUTION
BhavinVyas3003
Super User
Super User

  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,

 


Thanks,
Bhavin
Problem solved? Hit “Accept as Solution” and high-five me with a Kudos! Others will thank you later!

View solution in original post

3 REPLIES 3
Anonymous
Not applicable

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

Anonymous
Not applicable

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
Super User
Super User

  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,

 


Thanks,
Bhavin
Problem solved? Hit “Accept as Solution” and high-five me with a Kudos! Others will thank you later!

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