Customize datasource for user executing dashboard

[pancherre]

Hi All,

I've been preparing a dashboard connected with Dynamics 365 Sales Hub online and I've done it through "Dataverse" datasource.

My main issue now is that I've published it in my personal area for testing porpouses and I've shared that report with a colleague with much greater permissions in Dynamics 365 than myself.

My issue is that he is just viewing the information that I can see instead of the information that he should be able to see which is much wider than mine.

Is there a way to "customize" the datasource so the user that executes the dashboard just sees the information that he/she has access to in Dynamics 365?

Regards,

[v-jianboli-msft]

Hi @pancherre ,

I'm afraid not. As discussed earlier in this article, unless you're using single sign-on for the data source, a report in DirectQuery always uses the same fixed credentials to connect to the underlying data source, after it's published to the Power BI service. Immediately after publish of a DirectQuery report, it's necessary to configure the credentials of the user that will be used. Until you configure the credentials, opening the report on the Power BI service would result in an error.

When connecting to Power BI Datasets and Analysis Services in DirectQuery mode single sign-on is always used, so the security is similar to live connections to Analysis Services.

Once the user credentials are provided, then those credentials will be used whichever user who opens the report. In this way, it's exactly like imported data. Every user sees the same data, unless row-level security has been defined as part of the report. The same attention must be paid to sharing the report, if there are any security rules defined in the underlying source.

Best Regards,

Jianbo Li

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[v-jianboli-msft · Accepted solution]

Hi @pancherre ,

According to my knowledge, If the dataset you created uses your own account authentication information, the data you can see in the report will only include the data that your account has permission to view. Even if the person you share with has higher permissions on the original data source, he can only see the data you can access. If you want to share the reports you create with people who have higher permissions, let them see the data for their permissions, you need to create reports based on datasets with those permissions and apply RLS to it.

Best Regards,

Jianbo Li

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

[pancherre]

Hi @v-jianboli-msft , so no possible to adapt results based on dynamics 365 roles?
I'm using direct query BTW