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verri87's avatar
verri87
Regular Visitor
4 years ago

Send a report by email PDF to different users filter RLS

Hi 

 

I have created a report over salary information to the employee and need to send this report monthly to the employee by email as a pdf. Problem is that i need the PDF to show only data that is related to the employee, he should not see data for the other employees. So the filter in the pdf report should be by email. 

 

How do i add this rule? in desktop/ service and power Automate. 

 

I have 2 tables. "Dimemployee" which include user information like name, emails. And this has a many to many relationships to the table "facttimesheets" (this is where all the data i have used in the report in found) . They are conneteced with "Employeecode" witch can be found in both tables. Cross filter direction is "Both". Have not  checked on "Apply security filter...:" because that doesnt work. 

 

When managing roles. Theese two does not work when i try "view as" and writing an email. 

 

 

Please help me with photos so i better understand what youre saying. 

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7 Replies

  • MFelix's avatar
    MFelix
    Super User
    4 years ago

    Hi verri87 

     

    You shoul not use on the RLS "USERPRINCIPALNAME" this is a text and not the function try to replace it by USERPRINCIPALNAME()

     

    • verri87's avatar
      verri87
      Regular Visitor
      4 years ago

      Thanks for the answer. I dont have the access to apply security filter at the server level, så i will check with the admins on that. I also tried to create the role with the email = USERPRINCIPALNAME() but nothing happend. In the power bi service the report was emty when i created the role... 

      • MFelix's avatar
        MFelix
        Super User
        4 years ago

        Hi verri87 ,

         

        What do you mean by the report was empty when you created the role in the service? 

         

         

  • v-yanjiang-msft's avatar
    v-yanjiang-msft
    Community Support
    4 years ago

    Hi verri87 ,

    Additionally, the box Apply security filter in both directions should be checked.

    As per document "By default, row-level security filtering uses single-directional filters, whether the relationships are set to single direction or bi-directional. You can manually enable bi-directional cross-filtering with row-level security by selecting the relationship and checking the Apply security filter in both directions checkbox. Select this option when you've also implemented dynamic row-level security at the server level, where row-level security is based on username or login ID."

    Reference: Row-level security (RLS) with Power BI - Power BI | Microsoft Docs

     

    Best Regards,
    Community Support Team _ kalyj

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

    • verri87's avatar
      verri87
      Regular Visitor
      4 years ago

      Thanks for the answer. I dont have the access to apply security filter at the server level, så i will check with the admins on that. I also tried to create the role with the email = USERPRINCIPALNAME() but nothing happend. In the power bi service the report was emty when i created the role... 

  • v-yanjiang-msft's avatar
    v-yanjiang-msft
    Community Support
    4 years ago

    Hi verri87 ,

    Is your problem solved?? If so, Would you mind accept the helpful replies as solutions? Then we are able to close the thread. More people who have the same requirement will find the solution quickly and benefit here. Thank you.

    Best Regards,
    Community Support Team _ kalyj

    • verri87's avatar
      verri87
      Regular Visitor
      4 years ago

      it is not solved, but i think i need more admins access to the server to fix it.