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Gopal_PV's avatar
Gopal_PV
Helper III
1 year ago
Solved

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 de...
  • BhavinVyas3003's avatar
    1 year ago
    1. Create a User Mapping Table
      Prepare a table (from Excel or SQL Server) that maps users to specific data segments.                                                                                                                   

      UserEmail

      Region

      [email protected]

      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] β†’ SalesData[Region]

     

           4. Define RLS Roles in Power BI Desktop

               Navigate to Modeling β†’ 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 β†’ 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 β†’ Security.
      • Assign users to the defined roles.

     

    Refer these links for more details,