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Anonymous
Not applicable

Best Practices for Replicating Row Level Security Access

Hi,

 

I have a sales report that has a sales manager slicer that contains each sales manager across the organization. I've set up Row Level Security such that lower level managers can only see data for themselves, in other words they are only able to select themselves in the Sales Manager slicer. I've done this by setting a filter for the sales manager to equal the userprincipalname(). 

 

My issue now is that there has been a request for additional employees (non-salespeople) to "replicate" certain sales managers permissions.

 

For example, John Doe is the sales manager of Team A and can only see Team A data. Separately, Tim Smith is the head engineer of Team A, and would like to replicate John Doe's permissions on the report. Without adding Tim into the database as a dummy sales manager of Team A, is there a good way to replicate John Doe's access?

 

Thank you. 

1 ACCEPTED SOLUTION
Greg_Deckler
Community Champion
Community Champion

Perhaps, would depend on details of your RLS implementation. I would think something like this would be a pre-requisite:
https://community.powerbi.com/t5/Quick-Measures-Gallery/Dynamic-Hierarchical-Row-Level-Security/m-p/...

Do you have hierarchical access already setup?


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3 REPLIES 3
v-yingjl
Community Support
Community Support

Hi @Anonymous ,

Maybe you can refer these articles:

  1. Dynamic Row Level Security with Manager Level Access in Power BI 
  2. Dynamic Row Level Security in Power BI with Organizational Hierarchy 
  3. Dynamic Row Level Security with Organizational Hierarchy Power BI 

 

Best Regards,
Yingjie Li

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

Greg_Deckler
Community Champion
Community Champion

Perhaps, would depend on details of your RLS implementation. I would think something like this would be a pre-requisite:
https://community.powerbi.com/t5/Quick-Measures-Gallery/Dynamic-Hierarchical-Row-Level-Security/m-p/...

Do you have hierarchical access already setup?


Follow on LinkedIn
@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
DAX For Humans

DAX is easy, CALCULATE makes DAX hard...
Anonymous
Not applicable

Thank you, these articles were very helpful. 

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