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LimpChiken
Regular Visitor

Row Level Security Help

I'm trying to set up row level security in Power BI and I'm running into some issues.

First some background on the dashboard. I have 4 SQL tables, 3 of which are relevant to this question. These tables are called "History time", "Employees", and "Clients". History time contains columns for staff hours, and corresponding client codes and employee IDs. Employees contains a row for each employee with columns for their employee ID and their level (partner, full time, co-op, etc.). Clients contains a row for each client with columns for their cliend code and the partner in charge of their file.

I have a slicer set up based on the employee ID field in the Employee table, filtered so that only partners are listed. I then have another slicer based on the client code field in the Clients table, filtered so that only clients handled by the partner selected in the first slicer are selectable. Lastly I have a matrix that displays hours spent working on the selected client, split up by which staff worked on it (these staff don't have to be partners).

The last thing I'm trying to implement is some sort of security so that only partners (and admins) can view data in this report, and partners can only view data on clients they are in charge of. I have a separate excel file with a table containing a list of all partners, their email addresses, and another column called isAdmin where admins have a 1 and everyone else has a 0. I've been trying to set this up for a while now and I haven't been able to figure out how to do this. Can anyone help with this?

1 ACCEPTED SOLUTION
audreygerred
Super User
Super User

Hi! I have always found RADACAD's guidance on dynamic RLS to be very helpful. This is a great start: Dynamic Row Level Security with Power BI Made Simple - RADACAD

 

And, this one explains how to handle a hierarchy which sounds like what you need: Dynamic Row Level Security with Organizational Hierarchy Power BI - RADACAD





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!





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1 REPLY 1
audreygerred
Super User
Super User

Hi! I have always found RADACAD's guidance on dynamic RLS to be very helpful. This is a great start: Dynamic Row Level Security with Power BI Made Simple - RADACAD

 

And, this one explains how to handle a hierarchy which sounds like what you need: Dynamic Row Level Security with Organizational Hierarchy Power BI - RADACAD





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!





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