Security and Power BI Profiles

by gastoncruz Frequent Visitor on ‎02-08-2017 10:18 AM

Let’s start!

In the example I will propose them to apply profiling begin taking a CSV file, as we see below:

input-file-csv

In the file we have investments in certain campaigns regarding funds for projects and companies with different characteristics arise.

First we import the CSV file from Desktop Power BI. The Get Data option will lead us to obtain data from the CSV file.

get-data-csv

With very few steps, and some design on the report we define a model where we work on different key indicators for the main area of our organization. In this case we generate graphics such as Funds by Category, Funds by Round, Funds by City.

TechCrunch-funds-Global

Now we question the point of this post. Let us assume that for example we want as user profiles, which only certain people can view the information of your focus reference. In this case we will focus on categories, and each representative can display only information of a particular category (web, mobile, software, hardware).

To implement user profiling, go to Manage Roles in the top toolbar screen.

manage-roles

By accessing the screen Manage Roles we will be able with DAX to define profiles and filters and all the information necessary. In this particular case as I mentioned before, the idea was to define for each profile to display only information in a certain category thus generating for example the case of WebRepresentative and define the filter to the right of the name of the field on which we wished the filter and quotes the filter set to be applied ([Category] = “web”)

manage-roles-Representatives

Once we keep these profile options back to the main screen of the report, and before posting on Power BI Web will have the option View as Roles in the top toolbar with which we can prove just the income as if we were one of the representatives of certain Category.

filter-by-rol

Once the role we want to adopt is selected, when clicking on the OK button let’s see the report automatically applies the filter by role, and in this case only we will see the category information assigned to that role (in the case Mobile only).

report-by-rol

Now, go to Power BI Web!

We will publish the report from Power BI Desktop to Power BI Web. To do this simply go to File – Publish. Recall that for this we must have a configured service account on Power BI Web.

Once published, we will enter app.powerbi.com

Inside the main screen Power BI Web, on the left side of this screen will be visible the three major blocks Dashboards, Reports, Datasets. The defined security level Datasets so we must enter that section, and look for the name of our DataSet, in this case Techcrunch Funds. There will enter the option in the right section where when you click on the three points visualize the option Security (Security). This step will display the Roles defined in Power BI Desktop, and our job is to assign the emails of the members of our organization belonging to each of these groups:

Role-security

By applying this configuration, when users enter Power BI Web and visualize the report, they will be able to see information assigned to their particular role on the categories that have appropriate permissions to their profile.

Final mention!

Take note that from Power BI Desktop options can be configured by adding more complexity DAX functions and formulas that generate more complex profiling.

I hope you can apply this in practice because it is an extremely useful option in real projects and in general practice.