Role based on location

[Jan_Trummel]

Hello to the forum,

I have the following table "Sales":

The sales come from different regions.

As you can see, sales are generated either in the "North" region or in the "South" region.
But there are people who are only allowed to see sales from either North or South or from both regions.
I recorded these conditions in the “Accounts” table:

The "Accounts" table shows who can see sales from which regions

The challenge is that the user "Charlie" is allowed to see sales from all regions.

I would like to define a role that, depending on the email address in the "Account" column, only shows the logged-in Power BI user the sales intended for him.

Do you have an idea how I can realize this?

Can you help me?

Greetings

[Jan_Trummel]

Thank you @v-yanjiang-msft

that is exactly what I wanted!

[v-yanjiang-msft · Accepted solution]

Hi @Jan_Trummel ,

According to your description,here's my solution. Use Row-level security (RLS) like this:

1.Click Home>Manage roles.

2.Add a new role, filter the Account column in Accounts table:

[Account] = USERPRINCIPALNAME()

3.Filter the Location column in Sales table:

SWITCH (
    MAXX (
        FILTER ( 'Accounts', 'Accounts'[Account] = USERPRINCIPALNAME () ),
        'Accounts'[Location]
    ),
    "North", [Location] = "North",
    "South", [Location] = "South",
    "ALL", [Location] IN { "South", "North" }
)

Get the correct result:

I attach my sample below for your reference.

Best Regards,
Community Support Team _ kalyj

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