Dynamic Row Level Security in Power BI Desktop and Service with different Users

Hello and welcome to this video. In this video, I'm going to show you how to create

dynamic role level security in Power BI. So, let's get started. The role level security is one of the

security measures in the Power BI that helps us to protect sensitive data and prevent unauthorized

access. It is useful in helping to comply with data privacy regulations and policies

Let's see how we can implement this dynamic role level security using our sample data

Now in our dataset in the table view, we do have the account manager, Abiola and Aenoc

And of course we have the account manager id 1 and 2. So these are the email address of the two

account manager i'm going to come to the transactions table we can see the order id

order date ship date customer name account manager accounts manager id and so on and so forth

now i'm going to come to the model view and of course we have what's called a one-to-many

relationship you can see one so many relationship across the region and the fact table and of course we have the one to many relationship and then one to many relationship let come to the report view now in the report view we have a simple report

this is actually showing the account manager, the total sales and the email address

in this we have the total sales by year cluster column visualization

and of course we have the total sales by year table and of course we have the slicer

I'm going to click on Enoch in the slicer and there we go so we can see the report for Enoch account manager

So we want to invoke the dynamic role level so that Enoch is able to see only the reports that is associated to Enoch

I'm going to come to the modeling tab and click on manage roles

Now because we actually want to create a dynamic role level so I'm going to click on new and I'm going to rename

let's call this one user click enter so now the email address column is in the account managers

table so i'm going to click on account manager and then switch to dax editor inside the square

bracket i'm going to call the email address and check whether it is equal to the user

PrincipalNameDAX function So square brackets email equal to userPrincipalName So that done Just go ahead and click on save and there we go successfully applied roles changing so just go ahead and close this window for now so after we

done that i'm going to clear the filter from this enoch and then i'm going to come to the home tab

and publish the reports so just go ahead and save and then i'm going to publish into my workspace

So this is fine, double click. There we go, success. So we can actually open the rlsneo.pbix and see the report

Alright, so this is the report published to the Power BI Service and of course it is under my workspace

So what I'm going to do is to click on this horizontal ellipsis and I want to see related content

And then I can see the semantic models. click on this horizontal ellipses again and then I want to go to security and in

the security you can see we have zero so what I'm going to do is I'm going to add

enoch into this particular members so click on enoch and then click on add and

of course click on save and there we go so we have the user one user that's

already added so what I'm going to do is go back to my workspace and then I'm

I'm going to search for that particular report, RLS new. So I going to click on this share and I can actually type the name I will share share the report with Enoch so type in the email address and then click on it and

of course want to send a notification to the person so click on send so you can

see link to RLS new sent I'm going to head over to my Google Chrome and of

course I have the email address of Enoch there you go so you can see

Abiela Abiela has shared this part of the report with you so just go ahead and click on open this

report now let's see the moment of truth and there we go so you can see that Enoch is able to only

see the report that is associated to him so this is now showing Enoch and of course we can see in

the slicer we only have Enoch and of course these are the total sales by year, the total sales by year

for the clustered column charts. We can even go ahead and investigate. Now let's just take this

number the total sales for the central region which is 19 million 910. When I come to the

Power BI report and click on you know got it and let's filter for Enoch. So there you can see we

have the same result. So this is basically how we can create a dynamic row level security in Power BI

I hope you enjoyed this video, if you do, share with your friends, like. Thank you and bye for now. Cheers