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dan_johnson Frequent Visitor
Frequent Visitor

How do I assign a hierarchy of viewer permissions based on filters?

I would like to assign a heirarchy of viewer permissions per the following example:

 

Each Manager can only view the performance of their direct reports 

Each Manager cannot view the data of other Managers and their direct reports

The Senior Manager can view all of their reporting Managers and direct reports

 

I have a filter for Senior Manager by name and filter for Manager by name beneath it

 

My goal is when the Manager/Senior Manager views the report they do not have the option to view other Managers data.

How can I achieve this?

 

Much appreciated,

Dan

1 ACCEPTED SOLUTION

Accepted Solutions
Community Support Team
Community Support Team

Re: How do I assign a hierarchy of viewer permissions based on filters?

hi, @dan_johnson

USERNAME() function returns the username from the credentials given to the system at connection time.

and for your case, you could use USERNAME() function with Row-level security (RLS).

here is some reference:

https://docs.microsoft.com/en-us/power-bi/service-admin-rls

http://radacad.com/dynamic-row-level-security-with-manager-level-access-in-power-bi

http://radacad.com/row-level-security-configuration-in-power-bi-desktop

 Please understand that this link is 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.
3 REPLIES 3
Super User
Super User

Re: How do I assign a hierarchy of viewer permissions based on filters?

Hi @dan_johnson

You need to setup the row level security.

Check the link below.

https://docs.microsoft.com/en-us/power-bi/service-admin-rls

Regards,
MFelix


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Community Support Team
Community Support Team

Re: How do I assign a hierarchy of viewer permissions based on filters?

hi, @dan_johnson

USERNAME() function returns the username from the credentials given to the system at connection time.

and for your case, you could use USERNAME() function with Row-level security (RLS).

here is some reference:

https://docs.microsoft.com/en-us/power-bi/service-admin-rls

http://radacad.com/dynamic-row-level-security-with-manager-level-access-in-power-bi

http://radacad.com/row-level-security-configuration-in-power-bi-desktop

 Please understand that this link is 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.
dan_johnson Frequent Visitor
Frequent Visitor

Re: How do I assign a hierarchy of viewer permissions based on filters?

Thank you Lin,

 

This is very helpful!

 

Dan