User access level - Data filtering

[AsNa_92]

Hi team,

I'm trying to find a way to show the data in a dashboard published based on the user level.

So, If the user is manager, he can see data of his team members that are reporting to him only. and if the user is a normal user who doesn't have employees under him can see only his details.

[Anonymous]

Thank you rohit1991 and suparnababu8 

Hi, @AsNa_92 

I think you can refer to the blogs in the community and use USERPRINCIPALNAME() reasonably for your purposes. Here's a blog that aligns with your needs, with the different job titles and the data they have access to, so you can use them to achieve your goals:

Dynamic Use of USERPRINCIPALNAME() for Dynamic RLS - Microsoft Fabric Community

Dynamic Row Level Security (Dynamic RLS) - Microsoft Fabric Community

Best Regards

Jianpeng Li

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

[rohit1991]

HI

This is a really common scenario in Power BI and luckily, it’s exactly what Row-Level Security (RLS) was made for!

Here’s a step-by-step way to set it up:

1. Build a User Access Table Make a table (in Excel, Power BI, or your data source) that lists each user’s email, their manager’s email, and optionally their role.

2. Create a Role in Power BI: Go to Modeling > Manage Roles. Set a DAX filter on your user table like this:[UserEmail] = USERPRINCIPALNAME() || [ManagerEmail] = USERPRINCIPALNAME
   
   

3. Test in Power BI Desktop Use “View as Role” and enter different emails to make sure it’s working as expected.
   
   

4. Publish to the Service When you publish, this security will kick in automatically, no extra setup needed.

[suparnababu8]

Hi @AsNa_92 

If you haven't tried with this approch. You can achive this by using Row-Level Security RLS concept. create a DAX measure 

[ManagerID] = USERPRINCIPALNAME() || [EmployeeID] = USERPRINCIPALNAME()

You can test the roles in Power BI Desktop by using the "View As" feature to ensure the data is filtered correctly for different users.

If youe need more info, Please go through this Micorsoft Documentation - Row-level security (RLS) guidance in Power BI Desktop - Power BI | Microsoft Learn

Thanks.