Power BI: Dynamic Security Using USERPRINCIPALNAME ()

Рет қаралды 22,456

Күн бұрын

In this video, Angelica will show you one way to simplify security management on a report, by utilizing the DAX function USERPRINCIPALNAME(). The way USERPRINCIPALNAME() works, is by capturing the identity of the user logged in and then filtering down the data in the report to only show what the user has access to.
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00:00 - Recap of Basic Row Level Security in Power BI
01:21 - Challenges with Managing Multiple Roles Across Reports
02:06 - Introducing Dynamic Security Using USERPRINCIPALNAME() in DAX
02:45 - Exploring the Report Structure and Data View in Power BI Desktop
03:26 - Model View: Verifying Relationships Between Employee and Sales Tables
04:35 - Creating Dynamic Security Role in Power BI Desktop
05:12 - Testing Dynamic Security Role with View As Feature in Desktop
06:31 - Demonstrating Dynamic Security for Different Users
07:17 - Conclusion
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Пікірлер: 23

@brianligat9493 4 ай бұрын

Like how you used your colleagues names - enjoy their videos too.

@ranimaharaj-sharma4332 Жыл бұрын

Thanks.. I had forgotten how to work with dynamic security.. but you made it so easy and simple.. Thanks again...

@tejaschaudhari9781 3 ай бұрын

This is best video i have ever seen on DRLS, Great, Thank you so much!

@jojocej5083 9 ай бұрын

Hi, thank you, a really big thank you! I had been wondering how to implement this idea of user context reporting for months but it is not easy to find on web pages and I never dared watch youtube at work. So this is a big relief. Jojo

@lucianionica6023 Жыл бұрын

Angelica, this is amazing content. I've been looking for an option how to ensure my report is dynamically filtering the data based on the persona of the logged on user to ensure data that is sensitive in the visualization is in line with the Company's data protection regulatory rules... Now, I have to say that I've tried to walk the path with DAX Measures in the visuals and even the AI got confused at what I was after, but look - your content shared here hits the nail on the head and it takes 2 minutes flat to do. Thank you!

@Azuris190 9 ай бұрын

Ahh ok, i have watched a few Videos but this one is the only one that makes it clear to check both while testing out the Filter... Thought i was too dumb...

@duhavel27 11 ай бұрын

Angelica, great video! Is there a way to use the userprincipalname function to allow employees to see only their data but also allow managers to see all of their employees' data? Thanks!

@googita416 Жыл бұрын

Thank you for the video. I'm interested to know if the role security is followed in a SharePoint Web Part?

@AgustinElli_ok Ай бұрын

Does the RLS stop in Power BI Service if you are an admin at the Workspace ? This worked for me on the Desktop when I tried to "See as role" but not in the publish service version. Thanks!

@jyotidatta2126 4 ай бұрын

Tried this today and working like a charm. Thank you!. Can you also help with how can we keep this RLS intact when subscribing this report in PowerBI service?

@constantinosvavoulis9290 Жыл бұрын

Can i use this functionality if I have user with power bi free license ?

@pratikjain6270 4 ай бұрын

Establishing relationships and making 2 tables necessary or one table will do the work?

@IlyaBlay 3 ай бұрын

This is great, but what if you need to apply a filter like this to just one page or just one visual, while leaving the rest of the report unfiltered? I've been banging my head against the wall all day.

@pratikjain6270 4 ай бұрын

What if i share with user of other organisation?

@jishnusachidanandan5866 Жыл бұрын

should have shown how to set it after publishing this file in service.

@user-ff7lk6cf7m 8 ай бұрын

Thanks for sharing this great video. Does the userprinciplename column need to have 1:1 relationship or would it work with many to many as well? I am trying to apply this to my scenario where users have corresponding departments and "department" column has many to many relationship with fact table because there are many employees in the same department. Appreciate your help 🙂

@AgustinElli_ok Ай бұрын

It doesnt. A long as the table with emails is filtering the rest of the table (1:N) it will work

@eli57398 5 ай бұрын

Hi my problem is my users don’t have email its just username and i have done username() but its not filtering out?

@MikeFromNashville 5 ай бұрын

Hello, I think if go to your Manage Roles, then select your role, then in the table box, select the three dots of the table you are using, select "Add Filter", instead of choosing the email column choose your username column with the method in the Table Filter DAX Expression box. [username] = USERPRINCIPALNAME() I hope this works for you.

@ronnelmanalili3317 Жыл бұрын

How to do it in a group instead of setting it per individual? Thanks.

@AngelicaDomenech Жыл бұрын

Hi there! From the Power BI service, you would just assign the user groups instead of the individual users. RLS supports the use of distribution groups, mail-enabled groups, and security groups. Microsoft 365 groups are not supported and cannot be used for row-level security. Thanks for watching!

@MikeFromNashville 5 ай бұрын

@@AngelicaDomenech If you have an email distribution column that has multiple email addresses with a comma or semi colon separated, when you do View As in the Power BI Desktop and enter the 2nd or 3rd email address no results. The data only displays for the first email address listed in the row. In this situation would I need to create a group?