How To Use Row Level Security In Power BI?

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Welcome To Loginworks Softwares
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How To Use Row Level Security In Power BI?

• Hello friends, today, I am going to discuss a
  very informative and useful topic of Power BI Row
  Level Security. First, we need to understand the
  basics of Row Level Security by understanding its
  functioning. Row Level Security is used to hide
  the data for the given users which means if I
  have created a report for IT company, an IT
  company has so many departments like HR, Sales,
  Marketing, Development. So, the Sales department
  will only see the Sales report not any other
  reports and this is applied to other departments
  too.
• There is one thing to note that, in Power BI
  service, members you add in your workspace have
  access to see your datasets. Even, RLS does not
  restrict its access. To apply the RLS, you first
  need to assign roles in Power BI desktop which
  will be our first step.

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How to define roles and rules in Power BI desktop?

• The roles and rules are defined within our Power
  BI desktop. To understand it in a better way,
  lets take an example. I have a report of Human
  Resources Sample which I am going to use here.
  You can use any report. The report looks like
  this.
• When you publish the reports to Power BI service,
  the roles definitions also get publish with the
  reports. If you check the report a little closer,
  you will see a graph Bad Hires by gender. So, our
  task is to create a role for male that is male
  persons can only show male reports.
• Lets do it step by step.
• 1. After creating a report GO to modeling tab.
• 2. Go to Security option and click on Manage
  Roles as shown below. A pop up will open for
  managing the roles.

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3. The screen is now divided into
three sections i.e Roles, Tables and Table Filter
DAX expression. First, you need to give the role
name clicking on Create. I am giving its name
Male.

4. Second is to choose the table on which you
want to apply the Role. You need to add a filter
on Gender Table as a DAX expression in the Table
filter DAX expression. The DAX function for this
task is going to be Gender Male

5. Click on Save. Your role has been created.
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Assign Roles to Users in Power BI service

• Now to assign these roles to Power BI users, you
  need to publish this report to Power BI desktop.
  Our next is going to be the same is to publish
  the report to Power BI service. After publishing,
  we need to open our Power BI service account and
  our next step is going to be performed here.
• Assign Roles to Users in Power BI service
• To assign roles to the users, we need to go to
  the dataset where we publish the report. In my
  case, I have uploaded the report in my workspace.
  The steps are as follows.
• 1. Go To Datasets. You need to find your dataset
  here.
• 2. Click on Ellipse () and then Security which
  will redirect you to the Row Level Security Page.

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3. You will find here the role you created in the
Power BI desktop. Now, you need to assign this to
different users. You can also Test as Role by
clicking on ellipses and it will redirect you to
report filtered by male only.


4. Now you need to add members related to this
role. I am going to assign this role to my friend
prashant.kushwaha_at_loginworks.com. You need to
enter the mail id of the user to whom you want to
assign this report and click Add.

5. Click Save. Hurray, our task is completed!
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• 6. You will see one member is added to this role.
  You can add as many members as you want to this
  role and also you can create multiple roles too
  in your Power BI desktop.
• 7. To check whether the role is working properly
  or not, I am going to share this report with my
  friend Prashant and I have my friend credentials
  too.
• 8. To share this report, Go to your report and
  click on Share as shown below.

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Conclusion

In this article, we have been through creating
roles in power BI desktop to assign the roles in
Power BI service and also verified the complete
process by sharing the report to the user and
checked the report in user account. I tried to
cover the complete process of RLS and I hope you
find this blog informative. If you have any
query, you can post your questions in the comment
section below. Thanks!
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• 9. It will open a sidebar popup where you need to
  fill some details. Enter the email id and an
  optional message if you want and click on share.
• 10. Now, I am going to open my friends account.
  I am opening shared reports now.
• 11. Opening the Human Resources Sample and see
  the report. The report is only showing the male
  data Prashant. We have successfully achieved our
  task.

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