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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 em...
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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.

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.

      • Rose__123's avatar
        Rose__123
        Helper II
        5 years ago

        lbendlin I also tried that, but it does not filter anything when I test the role in Power BI Desktop. 
        Right now all facts point to invoices and the lines of the invoices. I would think that the relation between invoices and the lines should be filtered in both directions, but it does not change anything in my tables. 
        Is the filtering incorrect?