How to apply Row Level Security in below scenario in power bi? - powerbi

I am importing insurance data (view - having global data ) from Amazon redshift through ODBC connection. I want to apply RLS based on country and contract signed date ( for each country, contract signed date is different.)
Report is published in workspace (new workspace type with premium licence applied)
Requirement is to create role for each country and create one role as a global where we will see the data for all country after particular date(date column is available in view)
I want to assign 2 roles to single user.
For ex. XYZ person want to see global data as well as Australia's data.
Can you tell me what will be the output for this?
Is it possible to apply Row Level Security in above scenario ?

I think, there is no need to create two role for single user.
If you give user to global role then user can view global data and even he can filter for Australia's data. If you are putting country filter in the reports.

Related

Role manager: dynamic security does not get applied unless the table is as filter in Power BI?

I have the next model in SSAS cube:
(Clients connect to the fact table too)
As seen, a filter in User Access will propagate all the way to the fact…
If I have a dynamic role security with some filter on DAX in User access, will it be applied even if I don’t put/select User access table in the frontend in Power BI??
Per my test, the filter gets applied only if I use a filter from that table, if I don’t use that table the dynamic security does not get applied, why is this??
You should be using the role to filter your security table.
This filters the [_login_id] column of the security table for the user.
With this filter propagating to related tables, the user cannot see any rows hidden by the RLS filter.
There are two important exceptions to this rule though. SSAS admins can see all data regardless of any filters, and in Power BI, if you are an admin, member, or contributor in the workspace, you have access to all the data and RLS does not apply to you. For testing, use the "Test as role" function from the RLS settings in the Power BI Service.

Dynamic Row Level Security for Power BI

I would like to allow users privileges by region with PBI DAX expression implementation to first get USERPRINCIPALNAME then proceed to get their region.
User Table:
Scenario:
When Shaun login to powerBI service. He only can view the dashboard and dataset in region R10.
If you have multiple tables you want to control with dynamic security, you might prefer an approach based on the propagation of the security filters through the relationships instead of using a DAX expression for every table you want to filter.
What we have to do is to create a new role and use this code to apply security filter for the user table :
[EMAIL]= USERPRINCIPALNAME()
The second thing to do is to apply bi-directionnal filtering for the relationship betwen user_region and region.

Using RLS with Analysis Service Live Connection in a PBIE "App Owns Data" scenario

I'm kind of new to PBI and I'm looking if it's the right tool for my case.
I would like to use Power BI Embedded in a web application for our customer (where they're logged in) which do not have any Power BI account/licence.
The database on which the reports are based are on-premise so we're would use Analysis Service Live Connection to access them.
Each customer should have his own report.
Is it possible to use RLS in that case?
Does that mean we've to create a role for each of them?
What username should be given in the EffectiveIdentity? Is it 'free text' that is used by PBI to get the username in the DAX?
If each customer will have his own report, then why do you need RLS at all? Just make the report to show what the user is supposed to see. Or you want to have a single report (or set of reports), which is shared between the users and they should see only their data? I will assume it is the later one.
I will start with the last question - the effective identity is not a "free text". It must be a valid user name, having rights to access the data, as specified in the documentation:
The effective identity that is provided for the username property must be a Windows user with permissions on the Analysis Services server.
The you can define RLS in your Analysis Service model, by adding a "users security" table, where you specify which rows should be visible to each user. Define relationships between this users security table and other tables in the model, and then let RLS to filter the data in the security table. The relationships with the rest of the model will apply cascade filtering on the data, so only relevant rows will be visible to the user. See Implement row-level security in an Analysis Services tabular model for example.
So the answer of your second question is no, you don't need a separate role for each user, because the filtering is based on the username and for every user it filters the same thing the same way.

How to apply dynamic Row level Security based on Username and location?

This is related to Row-level security in Power BI. Here is a dummy table on which I want to implement this RLS.
The RLS formula I am using right now is -
[location] = LOOKUPVALUE([location],[login],USERPRINCIPALNAME())
My end requirement is to make this RLS work on the case where if a user logs in he should see the data if the location he is in and also should see other users who are in the same location.
But lookup is throwing an error:
A table of multiple values was supplied where a single value was expected
Also, a single user can have access to multiple location and a single location could have multiple users.
How I can achieve this level of Row-level security using either Lookup or using any other possible way?
Your requirement can also be done through this way, you need to work on both the Power BI desktop and app server to get this right.
In Desktop
Power BI Desktop allows you to create Roles.Click on Manage Roles
and then click on Create New Role.
You would need to create Roles based on the Location here.
For Example Create a rule Called as Location A and click on the
table and give the formula to filters on that table. For example,
[Location] = "A".
So, you can create 'n' number of roles like this and then publish the dashboard.
App.PowerBI.Com
Now, Open app.powerbi.com and then go to the corresponding dataset and
right click on it, select security - you will find the groups there.
On the Groups, enter the emailid's that should have access to it.
You can add a person in multiple groups, that will allow them to see
more than one group.
Testing
Desktop allows you to test it as well - you can click on view as
roles, to see what the user in that group sees.
Also to remember, only people who have access to the dashboard will be able to see the data inside it. So, you will need to share it with them and as well as need to add them inside the groups. If you fail to do one of it, then they won't see anything on the dashboard.
Most efficient Method
This is a better method and I think this is the one you are asking for,
[login] = username()
The function username() automatically gets the email address of the user that is logged in.
Create the above mentioned filter on the new role in the required table.
This way, you would still be adding those 50000 users manually inside the roles under the security section of the corresponding dataset.
But If they all belong to a particular group in an organization, and your Office-365 team has configured your back-end in the right way, then you will only need to enter the group.
But most companies don't have this configuration on their back-end as it is very difficult to control the data security.
Change the Data Model
To do your requirement, you also need to change your data model.
You will need to have two tables initially.
The Value Table - You can have many columns like name and all in there, but it doesn't matter.
The Email Address Table For Location as your second table.
Now Merge the Locations from Value Table to Email Address Table and that will be your final Table. Use this for visualizations but please be very clear on DAX - as you may have duplicate rows and different values.
Now Create RLS on this Table. It should work.
As the name goes, Row Level Security is applied on each rows. So, the formula will be evaluated for each row individually. So, your only option is to have a flat table with all the values.
I answered a question very similar to this one on another page. I will copy it here because I added a bit for the lookup function.
Embedded Power BI: Add Multiple Users in Row Level Security and assign different roles
If you have more than one data to filter against in a role, pass the list as a string path to RLS, parse it into a table, then return the row when it matches with a value in the column.
We do this if we are not actually passing username, but for cases like multiple sales offices, or making a view that compares data from multiple user accounts, or when a user belongs to different hierarchies in an organization, or basically any time you want to use multiple filters..
example input using sales ids
//Username() = "020104010|020104061|020104303|020104304"
//DAX
var userIds = Username()
VAR tbl=
GENERATE (
GENERATESERIES(1,PATHLENGTH(UserIds),1),
ROW ( "Key", PATHITEM ( userIds, [value]))
)
VAR valueList =
SELECTCOLUMNS ( tbl, "Key", [Key] )
return [sales_id_column] in valueList
If you need to add lookup functions, you can apply it when the ROW() statement is called.. it will look like this:
VAR tbl=
GENERATE (
GENERATESERIES(1,PATHLENGTH(UserIds),1),
VAR CurrentKey = [Value]
RETURN
ROW ( "Key", LOOKUPVALUE(Table[c1],Table[c2], PATHITEM ( userIds, CurrentKey )))
)
There is also a case when the table has a many to many relationship and cannot use multiple roles as identity. Or for this case specifically when you only want to use one role to filter many tables. In that case the username looks like this:
Username() = "Username:Bob|Location:A|Location:C"
The code will have an extra step to parse the inner path after you change the ":" to a "|". Then use a if conditional to check if the current table filters for this role. This approach supports a claims-based authorization where only one role needs to be created in RLS and everything can be done client-application side.
runtime is O(k(n log m)) where m is the number of claims you have applying RLS in the current table, n is the number of rows in the table, and k is the number of tables you are applying RLS on

Filter data in power BI embedded

We currently host data for multiple users in our database. I'd like to implement embedded power BI into our web app. When the user logs into our system, I'd like the data source to be filtered according to the user that is logged in, so e.g. SELECT * FROM Table1 WHERE ItemID in (ItemID1, ItemID2) etc..., we aren't going to know what ItemID1, ItemID2 etc... are until after the user has logged on.
Is this possible with PowerBI embedded?
To filter data for Power BI users based on which user is logging in to the embedded web app, complete the following:
Sample:
Create a table to store the usernames for each filter "group."
You will use DAX to create a measure to identify the users from your table, and assign them to a specific user role group. Below is the DAX to use:
[USERNAME] = [Current User]
Create the measure described in point #2 in the Row-Level security settings. By creating different "groups" for the users, you are essentially dynamically-building a "filter," where you only show the users what they should be seeing--thus resulting in pseudo-filtering. For more information see the following:
https://learn.microsoft.com/en-us/power-bi/desktop-tutorial-row-level-security-onprem-ssas-tabular
http://community.powerbi.com/t5/Service/Restricting-filters-to-specific-users-in-Power-BI-report/td-p/109111
Hope this helps!