I'm exploring Power BI RLS. I understand that roles (along with the filter criteria) are to be created in the PBI desktop and users are to be added into the roles via the PBI service. Then, when a user opens the report, the RLS will automatically show only those rows that satisfy the filter criteria.
This question is to ask - how does RLS behave with dashboard tiles? For example - say visuals from multiple reports (each report having RLS) are pinned as tiles onto a dashboard.
Does opening a dashboard ensure that RLS is applied to the pinned visuals?
I have read it somewhere that dashboards retain the tile values for 15 minutes. Does this also mean that RLS is also cached? For example - say RLS membership is updated, then will the dashboard tile immediately reflect the visual tile based on the new RLS?
yes RLS applies to pinned visuals in a dashboard. it applies in the same way as a report. Cache is a browser setting. You might also want to explore Goals while you on the same topic.
Related
I created the Report in PowerBi desktop and Published in the PowerBI service. In the workspace we have 4 users each of them from different region, I need to set the RLS from the user table. The requirement is I should not use the available option "Manage Roles" in PowerBi desktop.
Kindly share your thoughts!!!
Thanks
Using RLS in this way is currently not supported.
I am rather new to Power BI, but I think I have a rather simple question.
Power BI is connected to Google BigQuery through import. Within PowerBI I make some transformations to create my visualisations. These visualisations create a report.
I publish the report and can then find it on https://app.powerbi.com/ in my Power BI environment.
The data in Google BigQuery is updated daily. Can I update the report online automatically without me having to press refresh in Power BI desktop? As the data gets updated automatically and I will not be changing the visualisations daily, I would think this is achievable.
If the answer is yes, how might I achieve this in the most simplest of terms?
Yes, you can. It is called scheduled refresh. After publishing your report to Power BI Service, go to Settings -> Datasets, select your dataset in the list, enter the credentials under Data source credentials section (if needed), and then configure the settings under Scheduled refresh section:
I am wanting to know how secure Row-Level Security is.
We are currently working on creating a dashboard that would be shared with 500 users within our organisation. All of these users are managers and we would be using dynamic row-level security so that each user would only be able to view information in the dashboard related to their own team.
I have tested RLS and it worked fine, but I have had another Power Bi user tell me that RLS is not completely secure as my base data is coming from excel. My base data is in excel, but I convert it into a pbix file in Power Bi desktop before creating the role, then publishing to power bi service, where I assign users to the role and give read only access.
I am wondering once I have shared the dashboard with these users is there any way for them to get around the RLS and access the base data?
Thanks in advance,
Amy
There are a number of factors to consider for imported data.
If the user can download the report, they could remove the role and access all the data. I would recommend turning this off in the Power BI Admin protal for selected users, or an AD group.
They could connect to the dataset via Excel or another report and get the data that way without the role level filter being used. Having them as read only is one way of stopping them altering the report. I would suggest deploying the report as an app, then they can only access the surfaced report not the underlying dataset.
I'm using Power bi service along with power bi desktop version.
What I'd like is to spend less time on setting up UI for my charts.
Let's say I have multiple accounts with power bi datasets in them (hybrid dataset to be able to display data in real-time).
Currently I have to create report on each of them, set up charts etc. I expected to create pbix file once and then just publish it to different accounts. But when it comes to reports bound with power bi datasets, it is no longer possible. Even if account already has exactly the same hybrid dataset.
Any ideas on how to implement portable reports?
If I got your point correctly, you have multiple accounts and in each of them you have the same dataset. You want to create open report, which you will publish to all of these accounts. I do not understand why do you need to create a new report for each of your accounts. Why not just change the data source of your report prior publishing it to each of these accounts?
Also it is not clear, how these datasets are created. I think there are two possible options here - these datasets are published with your report, or they are existing datasets not published with this report.
In the first case, just design your report, getting data from your database, and publish the report in each of your accounts. You could change the data source prior every publishing, if your different accounts/datasets should get data from different databases.
In the second case, when you design your report, do not get data from the database, but connect the report to the Power BI Service itself:
and pick the existing dataset:
Before each publish change the account you are logged in, change the data source of the report and select the dataset from the corresponding account. This way when publishing the report, the dataset will not be overwritten, but will be shared between this report and any other report who uses it.
To change the data source of your report, in the drop down of "Edit Queries" button, select "Data source settings" and then click "Change Source..." button.
In both ways you will design your report only once, but it will be published in different accounts using different data.
Are all of your users in the same tennant/company?
If so, create a workspace. Create your report which uses another power BI dataset as its source. Turn on row level permissions. Share the new report to all people. They will only see the data relevant to them and you will only need to maintain one report.
Row level security in power bi
I have used Power BI Service with Multiple Reports/Users in Same Organization with Shared Data Sources using different Reports for each user using the same Datasets.
From your Admin Account (eg. it#contoso.org) Publish all the Reports and once its working from Online (after configuring Gateway and DataSources). Download the PBIX Report File from Power BI Online.
Using Admin Account go to Dataset Settings and Allow the users who will use reports using this datasets to Publish Reports using this Dataset (further security to use dataset i.e. Even if they get the source PBIX File and upload it they wont get access to the data).
Login using the Users Power BI Account (must be within Same Organization, eg. contoso.org) then upload the Same PBIX Report File which was downloaded Earlier from Power BI Web Portal (do not publish via the Desktop App), its more efficient and cleaner on Accessing the Data through Web/Devices.
Now the reports as already they are using the same shared Datasets, the reports will be running fine and the data source settings only have to be done once from Admin User.
And for any further databases Administration only One Admin Account need to be used to access and modify the Data Source Settings.
I am running in this strange issue:
first I prepared some report with power BI desktop
then I go into "Manage Role" to create a rule that show data only for region ="Italy"
I upload the report to the power BI Services
I go to the security tab under dataset and associate some users (myuser#mytenant.com) to the rule
Finally I create a sharepoint page, where I embed the reports I prepared
When I access the report with myuser#mytenant.com I see all the data and not only the region = "Italy" as desired.
What is wrong with the rule?
Another strange thing is, testing the rule is fine, when I test an user the rule doesn't work...
Anybody anyidea?
thx a lot!
The typical "gotcha" is that the Power BI App Workspace (group) settings are left to the default: Members can edit Power BI content. For RLS to work, this needs to be changed to Members can only view Power BI content.
You make this change by logging in to app.powerbi.com (as a group admin), and using the left nav to choose the App Workspace (group) and then Edit Workspace.
This is described in the doco:
https://learn.microsoft.com/en-us/power-bi/service-admin-rls#using-rls-with-app-workspaces-in-power-bi
If you publish your Power BI Desktop report to a workspace within the Power BI service, the roles will be applied to on read-only members. You will need to indicate that members can only view Power BI content within the workspace settings.
Note:
If you have configured the workspace so that members have edit permissions, the RLS roles will not be applied to them. Users will be able to see all of the data.
official documentation: Using RLS with workspaces in Power BI