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d_vendramini
New Member

Using Active Directory logged user to filter data

Hello everyone, I have three tables:

- Sales (including a field called AgentID)

- ADUsers (picking up from the Active Directory Domain) where my agents are. There's a field called UserEmail.

- UserAgentID which I maintain: it has the AgentID and the UserEmail associated.

 

There's a relationship between the three of them. I would like to apply dinamically the AgentID filter on the Sales table depending on the AD user logged in PBI Service. How can I achieve this?

 

For example:

Sales Table

AgentIDValue
123$ 150
456$ 200
789$ 75

 

ADUsers

UserEmail
john.green@aaa.com
mary.white@aaa.com
tracy.brown@aaa.com

 

UserAgentID

UserEmailAgentID
john.green@aaa.com123
mary.white@aaa.com456
tracy.brown@aaa.com789


If john.green@aaa.com logs in, I would like PowerBI to apply the filter "AgentID = 123" automatically in order to show only $ 150.

 

Many thanks,

Damiano

1 REPLY 1
Anonymous
Not applicable

You need to use Row-level security (RLS) with Power BI. The conditions are set in Desktop mode and then permissions are given in PBI services (cloud). 

 

Quick and simple to set up. Take a look at the following information. Essentially, you will create locked filters depending on the user accessing the dashboard at the time. 

 

User A can only see Data with Filter A 

User B can only see Data with Filter B

etc.. 

 

https://docs.microsoft.com/en-us/power-bi/admin/service-admin-rls 

https://www.youtube.com/watch?v=9wN33rTaiB4 

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