Role-Based Default Filter Context

[Brettp761]

Hi,

I've written a technical paper on implementing role-based default filter contexts in SSAS Tabular, Power BI, and Power Pivot models and made this available for download:

Default Filter Context

This design avoids high levels of personalization required by users but still allows users to apply their own filters (after being defaulted to a certain filter). Feedback from business users has been very positive so far and it's relatively easy to setup and maintain.

Regards,

Brett

[aparnasekar]

Hi,

I have a table in which different roles and the members corresponding to each role are mentioned.
Example: TableName : Roles

I have few visualizations for data like sales details, revenue etc. all these tables have a foreign key from the role table.
Now i need to take each role from the table 'Roles' and show hide visualizations based on roles. for ex: manager should see the revenue details where as the sales person should not. Also, enforce row level security to all the users in this table like each sales person should see the sales details related to them only.

Is there any way where the users can be automatically pulled from this table rather than explicitly mentioning in the Security ta of PBI Server.

How can i enforce these conditions in PBI ? Please advice.



Thanks in Advance!

Aparna Chandrasekar

[santosh531]

Please let me know if there any solution available @aparnasekar ... i am having same situation where need to show different visualizations based on roles.

[aparnasekar]

Hi Brett,

I have my roles and usernames corresponding to the roles defined in one table. 

Is there anyway by which i can check the user role dynamically from this table and filter the data accordingly(rather than manually entering each user name in the RLS members list.

Thanks

Aparna

[jadhav_vilas84]

Hi , I had create role ...from manage role using table role master on base role_ID base , it is working fine on test as role . I had added some users email id for this role. but when I login with these users... dashboard report data or in report data is not dynamically filter. Please help for how to apply row level security using power Bi desktop application. thanks vilas jadhav

[Brettp761]

Reza Rad wrote two very good blog posts on applying row level security in PBI Desktop including dynamic RLS:

http://radacad.com/row-level-security-configuration-in-power-bi-desktop

http://radacad.com/dynamic-row-level-security-with-power-bi-made-simple

For PBIX models deployed to PBI Service (not on-premises SSAS instances) be aware of USERPRINCIPALNAME() and differences with USERNAME() per following post:

http://prologika.com/new-userprincipalname-dax-function/