My organization uses customized regions for management purposes. As an example we have a region called "Latin America" that includes Chile, Mexico, Argentina etc... and I need to create another column that will group countries to specific regions.
In SQL, I would do something like CASE WHEN...Then...
How can I get this done in Power BI?
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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.
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.
I have one dashboards one with all data from all countries, and I would like one single dashboard for each country reusing the previous dataset. I would like to do that to minimize the space needed in cloud for those dashboards. Also there is users that only should have access to data to each own country.
I tried to create a parameter to filter by country but it is not allowed when I reuse a data set as data source.
Could you please help me to find a way to reuse dataset filtering by country in order to minimize the resources needed?
Thanks in advance
Either use Row-level security to define which rows should be visible to the current user, or make separate reports for each country and share the data source between them. If you use Direct Query, there will be single copy of the data. Or you can publish one report with data for all countries to the cloud, and use it as a data source for the per-country reports.
I am not able to implement row level security to my report. I have tried different methods on google and Microsoft forums but all in vain. Could you please help?
I have a dataset name "Cases" which have details of all cases logged into system with its country.
Then I have dataset name "Escalations" with details of the all the escalations along with its country.
Then there is one more table called "Country Mapping" which contains all the countries mapped with their Regions and Region Manager.
I have already prepared a report showing Global /Regional numbers But now people want to restrict the data according to its own territory.
Example :- Some want to see global data and some are responsible for a particular country. I know RLS can help me with this. I have tried to make two tables one with Username and country responsible and other one with just usernames and names.
I have made a relationship between all these tables. But the problem with the code is, like if I am the admin of the report then I need to manually add myself in the country responsible for every country. Like 146 countries .
Is there any better way to do this?
I am new to PowerBI. I have several stores. Now I want to make generic reports for all the stores. All the stores can see same reports. But the data for all the reports would be respective. That means particular store can see the data for itself. How can we achieve that?
I believe what you are trying to do can be achieved with row level security.
https://learn.microsoft.com/en-us/power-bi/service-admin-rls
Basically, you create roles for your reports which filter the data that is available to be seen by the people or groups that you assign to the roles.
E.g., if you had a Chicago store, you could create a "Chicago" role that filtered your data to only return parts of your data table (a filter specified like Store[City] = "Chicago") and then you'd give the relevant individuals or groups from Chicago that role so they'd be able to see that data.