Compound RLS

[ustas55]

Good Day Professionals,

I'm relatively new to Power BI, so please excuse my basic (if that) question.

Looking for advice on how to achieve/implement dual RLS mode.

In my simple example, let's say there're 3 Customers, and every Customer has a dedicated (current) Sales Rep. Those customers made a sale. However, when transaction was made, it was associated with other Sales Reps. 

I've created a simple star schema model and need to create 2 reports: first to dispalay sales informattion based on the current Rep associated with the Customer, other report should display sales based on the Rep who made a transaction. 

Esentially, Rep 2 from Customer should see $200, while Rep 2 on Transaction should see $500.

Thank you in advance for your time on think about this.

Sam

[v-lionel-msft]

Hi @ustas55 ,

Like this?

Please refer to my .pbix file.

.pbix file 

Best regards,
Lionel Chen

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[ustas55]

Hi Lionel,

Thank you.

Sort-of like that. However, when running under Rep-3, I'm getting Sales for Rep-2.

My dilemma, I guess, is that security has to be “dual” and independent mode. First, (Master data report) has to filter Reps on the Customer table (like in your sample model). Second (transactional),  has to be on the Rep table.

Best Regards,

Sam

[v-lionel-msft]

Hi @ustas55 ,

Has your problem been solved? 

Are your three tables like this?

Customer table

Rep table

Sale table

Best regards,
Lionel Chen

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[ustas55]

Hi Lionel,
Unfortunately no, still pursuing opportunities on how to make it work.

My tables are as follow:

Just want to reiterate what I’m trying to achieve…. This RLS should accommodate reps who are currently assigned to a customer and reps that made transaction; “master data” vs “transactional”.

Rep-1 has 1 customer and 1 transaction. $100 should be returened using both RSL methods.

Rep-2 has 1 customer and 2 transactions. So if Rep-2 needs to see “master data”, he should see only $200. If he wants to see transactional, he would see $500.

Rep-3 has 1 customer and no transactions. So he should only see $300 associated with customer “C”. Since Rep-3 didn’t have any transactions, his “transactional” report should not display any numbers.

Thank you for looking into it.

Best Regards,

Sam

[v-lionel-msft · Accepted solution]

Hi @ustas55 ,

Please refer to my .PBIX file.

Best regards,
Lionel Chen

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[ustas55]

Thank you Lionel, 

I think it will work. At least I've got a concept.

Best Regards,

Sam

[amitchandak]

@ustas55 ,

refer if these can help

https://radacad.com/dynamic-row-level-security-with-organizational-hierarchy-power-bi

https://www.blue-granite.com/blog/using-dynamic-row-level-security-with-organizational-hierarchies

https://community.powerbi.com/t5/MBAS-Gallery/Microsoft-Power-BI-Unleash-row-level-security-patterns...