cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Highlighted
Bthurlings Frequent Visitor
Frequent Visitor

Dynamic Row Level Security based on Hierarchies

Hi,

 

I'm in need for help with setting up Dynamic Row Level Security, based on USERPRINCIPALNAME, but with a hierarchy structure in place as well.

 

Case is as follows: I'm working on a fixed costs dashboard for our organization with fact data on different hierarchy levels: Business Group / Region / Company Code / Cost Center. Because of the sensitivity of the numbers it's not possible to share the entire report with all the potential report users. Hence the need to apply Row Level Security. Some users should only see a few company codes or cost centers, others are allowed to view an entire BG, or only a specific region. Some users are even allowed to see all the data.

 

This RLS complexity causes my issue. In more "simple" reports I'm managing RLS using a separate excel file in which I would list the users, the company codes and the combination of both which basically indicates which user is allowed to view something and is maintainted on the lowest level. An example of how that's applied you'll see in attached sample pbix file on https://we.tl/t-oB8tCRgypi or below screenshots:

 

RLS_role.PNGRLS_sample.PNG

 

Managing this however with hundreds of company codes and even thousands of cost centers is not maintainable.

 

What I would need is to know how to set-up certain hierarchies that I can assign to users. So for example when I assign a user the EUROPE role this user can see all companies that belong to region Europe. Or role MATERIALS would assign all Materials company codes to that user. Furthermore a combination of both should be possible (i.e. Materials but only for Europe company codes. I also need to have the possibility to assign individual company codes to users.

 

Company mapping.PNG

Any help would be very much appreciated!

1 ACCEPTED SOLUTION

Accepted Solutions
Community Support Team
Community Support Team

Re: Dynamic Row Level Security based on Hierarchies

hi, @Bthurlings 

For Dynamic Row Level Security with Hierarchy case, you may refer to these blog:

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

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

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

 

Please understand that these links are provided “AS IS” with no warranties or guarantees of content changes, and confers no rights.

 

Best Regards,

Lin

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

View solution in original post

1 REPLY 1
Community Support Team
Community Support Team

Re: Dynamic Row Level Security based on Hierarchies

hi, @Bthurlings 

For Dynamic Row Level Security with Hierarchy case, you may refer to these blog:

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

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

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

 

Please understand that these links are provided “AS IS” with no warranties or guarantees of content changes, and confers no rights.

 

Best Regards,

Lin

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

View solution in original post

Helpful resources

Announcements
Meet the 2020 Season 1 Power BI Super Users!

Meet the 2020 Season 1 Power BI Super Users!

It’s the start of a new Super User season! Learn all about the new Super Users and brand-new tiered recognition system.

Super User Challenge: Can You Solve These?

Super User Challenge: Can You Solve These?

We're celebrating the start of the New Super User season with our first ever Super User 'Can You Solve These?' challenge.

Power BI Desktop Update - February 2020

Power BI Desktop Update - February 2020

We are super excited for our update this month, as we are releasing two of our top community requests!

Power Platform Online Conference

Power Platform Online Conference

Join us for the first ever Power Platform Online Conference!

Top Solution Authors