dynamic rls

Hi powerbiexpert22,

If you want to apply dynamic RLS you need Security Table and Order Table.

1. Secturity table at leat should have UserEmail | SalespersonID  | TeamLeadID | Address columns

2. Make sure 

• UserEmail: the login email used in Power BI service.
• SalespersonID: the individual’s own salesperson ID.
• TeamLeadID: their team lead’s ID (can be their own ID if they are a lead).

3. Create relation ship between SecurityTable[SalespersonID] to Orders[salespersonid].

4. Define the RLS Role

1. Go to Model View → Manage Roles.
2. Create a new role, e.g., SalesRole.
3. Apply this filter on the Orders table:

Orders[salespersonid] IN {
    SELECTCOLUMNS(
        FILTER(SecurityTable, SecurityTable[UserEmail] = USERPRINCIPALNAME()),
        "salesid", SecurityTable[SalespersonID]
    ) }
||
Orders[salespersonid] IN {
    SELECTCOLUMNS(
        FILTER(SecurityTable, SecurityTable[TeamLeadID] = 
            CALCULATE(
                MAXX(SecurityTable[SalespersonID]),
                FILTER(SecurityTable, SecurityTable[UserEmail] = USERPRINCIPALNAME())
            )
        ),
        "salesid", SecurityTable[SalespersonID]
    )
}

5. Tset RLS: Go to Model View → View As Roles.

6. After publishing to Power BI Service:

Go to the dataset settings. Assign real users (email addresses) to the SalesRole defined above.

Thanks,
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