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Rose__123's avatar
Rose__123
Helper II
5 years ago
Solved

Automatically send Power BI reports by email only containing end-user information? Dynamic RLS

Hi

I have all invoice data gathered in a single report in Power BI Desktop. Filtering per salesperson it is possible to see sales for every salesperson.
I would like to automatically send an email every month to all the salespersons, where only their own data is visible. It could both be as a PDF or as a Power BI link to the report. The most important thing is just that they can only see their own data and not others.

Is this possible?

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  • lbendlin's avatar
    lbendlin
    5 years ago

    Testing the role in Power BI desktop requires you to check BOTH the role and "Other user" and you need to specify the email address you want to test. Testing in the service only needs the role.

6 Replies

  • lbendlin's avatar
    lbendlin
    Super User
    5 years ago

    yes.  You can export to file and specify a report level filter that in your case would have to drive the RLS column (user email) that you have implemented.

     

    Note: Export to File has API call quantity limitations.

    • Rose__123's avatar
      Rose__123
      Helper II
      5 years ago

      lbendlin thank you. I tried to use dynamik RLF

      But when I set a filter on the emails in "manage roles" and then try to set the security in both directions, I'm getting an error saying that I can't. Do you know why?

       

       

       

       But 

      • lbendlin's avatar
        lbendlin
        Super User
        5 years ago

        Setting a filter to bidirectional defeats the purpose of RLS. Even if you can do it you never ever should.  The RLS table needs to sit on the outer rim of your Star schema and point single direction all the way to the fact table.