Power BI embedded Account filtering logic

[hoosha_11]

Hi,

I'm new to the Power BI embedded and want to know how the filtering works.

We have Power BI embedded, and all our resources are hosted in the Azure , including the database and Power BI subscription. I published a semantic model (dataset) file to the Power BI service workspace, and we have 10 different reports (dashboards) linked to that dataset. Also, we have an application that allows the clients to access these reports.

There are multiple roles, such as Admin, Manager, etc and clients can access different layouts based on their roles. For example, if a manager from Company X accesses the application, the report will be filtered to show only data for AccountName = "Company X." However, we have not defined any row-level security in Power BI, and there is no visual level or page level filters.

I would like to know what processes occur in the backend or frontend to filter the report based on the login information, considering that we are not implementing any filtering in Power BI?

Thanks for your help!

[Anonymous · Accepted solution]

Hi @hoosha_11 ,

Based on the description, when a user log in, the application uses Azure Active Directory (AAD) to authenticate the user and then applies custom authorization logic to filter the data. This approach allows for role-based access control without relying on row-level security or page-level filters. The information is then used to generate a token with the appropriate filters, which is passed to Power BI when embedding the report. This way, Power BI only renders data relevant to the user's company.

Besides, you can also view the following document to learn more information.

Architecture:: PBI Embedded - Overview (visualstudio.com)

Use filters in a Power BI embedded analytics report | Microsoft Learn

Frequently asked questions about Power BI embedded analytics - Power BI | Microsoft Learn

Best Regards,

Wisdom Wu

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