Show or Hide Navigation Buttons Based on Security Roles

[Cipriano]

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!

[lbendlin · Accepted solution]

Consider using the Audiences feature, and different reports.

[FarhanJeelani · Accepted solution]

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:

1. 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.

2. 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.

3. Link the Roles to Users:

   • In the Manage Roles section, assign users to their respective roles.

4. 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)
       )

5. 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.

6. 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.

[FarhanJeelani · Accepted solution]

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:

1. 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.

2. 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.

3. Link the Roles to Users:

   • In the Manage Roles section, assign users to their respective roles.

4. 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)
       )

5. 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.

6. 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.

[POSPOS]

@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?

[lbendlin]

Select each button in your navigation menu.
Go to Format > Visual > Effects > Visibility.

Can you share a screenshot?  Not seeing that option.

[Cipriano]

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?

[hnguy71 · Accepted solution]

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.

[lbendlin · Accepted solution]

Consider using the Audiences feature, and different reports.