Forum Discussion
Show or Hide Navigation Buttons Based on Security Roles
Hello everyone.
I have a Power bi file, which contains 3 sheets:
1.- Navigation menu to Visualizations (with 2 buttons that direct to the Visualizations of role 1 and 2)
2.- Visualization for 1st Role
3.- Visualization for 2nd Role
Is it possible to Show or Hide the navigation buttons depending on the role that I enter to use this file? For example if I have the following users: User1, User2.
User1 would only see button 1 that directs to Sheet with visualization 1.
User2 would only see button 2 that directs to Sheet with visualization 2.
Any ideas? Thank you very much in advance!
Consider using the Audiences feature, and different reports.
Hi Cipriano
Yes, this is possible in Power BI by leveraging row-level security (RLS) and dynamic button visibility. Here's how you can do it:
Steps to Show/Hide Navigation Buttons Based on Roles:
Set Up Roles in Power BI:
- Go to Modeling > Manage Roles.
- Create roles like Role1 and Role2 based on your requirements.
- For example:
- Role1 is assigned to User1.
- Role2 is assigned to User2.
Create a Table for Role-Based Navigation:
- Add a new table in Power BI, e.g., RoleNavigation, with the following structure:
Role ButtonVisible Role1 1 Role2 2
- Load this table into Power BI.
- Add a new table in Power BI, e.g., RoleNavigation, with the following structure:
Link the Roles to Users:
- In the Manage Roles section, assign users to their respective roles.
Create a Measure for Button Visibility: Use the RoleNavigation table to dynamically control button visibility:
ButtonVisibility = VAR CurrentRole = SELECTEDVALUE(RoleNavigation[Role]) RETURN IF( CurrentRole = "Role1" && [Button] = "Button1", 1, IF(CurrentRole = "Role2" && [Button] = "Button2", 1, 0) )Apply Conditional Formatting to Buttons:
- Select each button in your navigation menu.
- Go to Format > Visual > Effects > Visibility.
- Use the ButtonVisibility measure to toggle visibility:
- Button1: Set ButtonVisibility for Role1.
- Button2: Set ButtonVisibility for Role2.
Test with View As Roles:
- Use Modeling > View as Roles to simulate different users (Role1 or Role2).
- Verify that each user sees only the appropriate button.
This approach ensures that:
- User1 sees Button1, directing them to Visualization for Role 1.
- User2 sees Button2, directing them to Visualization for Role 2.
Let me know if you need more details!
Please accept this as solution if it helps. Appreciate Kudos.
Hi Cipriano,
FarhanJeelani's definitely solution should work. You can further customize the button action to direct to a specific page or, alternatively, no action (via Destination setting) at all when user selects the button when user does not meet a specific criteria.
8 Replies
- lbendlinSuper User
Consider using the Audiences feature, and different reports.
- FarhanJeelaniSuper User
Hi Cipriano
Yes, this is possible in Power BI by leveraging row-level security (RLS) and dynamic button visibility. Here's how you can do it:
Steps to Show/Hide Navigation Buttons Based on Roles:
Set Up Roles in Power BI:
- Go to Modeling > Manage Roles.
- Create roles like Role1 and Role2 based on your requirements.
- For example:
- Role1 is assigned to User1.
- Role2 is assigned to User2.
Create a Table for Role-Based Navigation:
- Add a new table in Power BI, e.g., RoleNavigation, with the following structure:
Role ButtonVisible Role1 1 Role2 2
- Load this table into Power BI.
- Add a new table in Power BI, e.g., RoleNavigation, with the following structure:
Link the Roles to Users:
- In the Manage Roles section, assign users to their respective roles.
Create a Measure for Button Visibility: Use the RoleNavigation table to dynamically control button visibility:
ButtonVisibility = VAR CurrentRole = SELECTEDVALUE(RoleNavigation[Role]) RETURN IF( CurrentRole = "Role1" && [Button] = "Button1", 1, IF(CurrentRole = "Role2" && [Button] = "Button2", 1, 0) )Apply Conditional Formatting to Buttons:
- Select each button in your navigation menu.
- Go to Format > Visual > Effects > Visibility.
- Use the ButtonVisibility measure to toggle visibility:
- Button1: Set ButtonVisibility for Role1.
- Button2: Set ButtonVisibility for Role2.
Test with View As Roles:
- Use Modeling > View as Roles to simulate different users (Role1 or Role2).
- Verify that each user sees only the appropriate button.
This approach ensures that:
- User1 sees Button1, directing them to Visualization for Role 1.
- User2 sees Button2, directing them to Visualization for Role 2.
Let me know if you need more details!
Please accept this as solution if it helps. Appreciate Kudos.
- lbendlinSuper User
Select each button in your navigation menu. Go to Format > Visual > Effects > Visibility.Can you share a screenshot? Not seeing that option.
- CiprianoHelper III
Hello, thank you very much for the support.
With the visibility options of the button, it was possible to show it or not, depending on the user, but only the buttons are hidden, if the user passes the mouse where the hidden button is, I could click and go to where it directed .
Is it possible to use safety Bookmarks and roles?
- hnguy71Super User
Hi Cipriano,
FarhanJeelani's definitely solution should work. You can further customize the button action to direct to a specific page or, alternatively, no action (via Destination setting) at all when user selects the button when user does not meet a specific criteria.
- POSPOSPost Partisan
FarhanJeelani - I have a similar requirement and trying to make use of your solution, Can you please let me know how you are calling Button in your DAX. Do we have to create any table for this?
- PierreL69Helper IV
Hi,
Please did you find the solution how to call the Button in the dax ?