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Anonymous
Not applicable

Pre-Filter based upon user viewing

I have a single page report, one of the tables has the manager list (which is related to the rest of the report) 

I need the report to use the viewer details to filter the detail specifically for them so they can only see the information if they've used a filter visual and found their name.


now I know this sits within RLS etc, but I'm struggling with the the actual deployment of it.

I've created a Role 'Manager' on the Manager table: [email] = UserPrincipalName()


^^This suggests its looking to match the email in the table to the email of the user viewing. But the all the data is still showing when I view the report on the service. Do I need to do anything in the security tab? I thought because I had the list (as a table) that would be enough.

I'm sure I'm missing something simple, but I'm stuck!!!

Thanks.

6 REPLIES 6
v-deddai1-msft
Community Support
Community Support

Hi @Anonymous ,

 

Would you please check if the user have access to the workspace with permission greater than the viewer. RLS only work on the user with read permission (viewer). Please refer to https://docs.microsoft.com/en-us/power-bi/collaborate-share/service-new-workspaces#roles-in-the-new-workspaces

 

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

 

Best Regards,

Dedmon Dai

Anonymous
Not applicable

tempsnip.pngThis is all I've done.

aj1973
Community Champion
Community Champion

Yes, but that email filters what in your model?

Check your relationship. Also test the view before publishing 

 

Regards
Amine Jerbi

If I answered your question, please mark this thread as accepted
and you can follow me on
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Anonymous
Not applicable

so this is where I think I'm missing something, feel like I've missed a step but I don't know where.

when I publish and access the report it just shows me everything.

Do I need to do anything in this RLS space?

Capture.JPG


aj1973
Community Champion
Community Champion

Before publishing and jumping to the service, you need to test the email ID is it filtering what you want to see or not! Either you use View as

aj1973_0-1616252761618.png

 

or use the column Email Id as a slicer in your report and test the selection.

 

Then Yes you need to add the email ID of who ever is goin to use th Role "Manager" in the service

aj1973_1-1616252968089.png

 

 

 

Regards
Amine Jerbi

If I answered your question, please mark this thread as accepted
and you can follow me on
My Website, LinkedIn and Facebook

aj1973
Community Champion
Community Champion

Hi @Anonymous 

In the Role "Manager" have you added the filters that you want the Manager to see?

 

Regards
Amine Jerbi

If I answered your question, please mark this thread as accepted
and you can follow me on
My Website, LinkedIn and Facebook

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