How do you support executive/administrative assistants?

[Anonymous]

I'm building out a report that's to be consumed by an audience of several hundred people and these reports rely on RLS to not provide confidential information to unintended people.  Some members of my audience happen to be administrative assistants who support more than one person.  Does anyone have a working suggestion for supporting these types of customers who need to view the report as if they were any one of the people that they support?  While I can simulate viewing the report as anyone, it requires having ownership rights for simulating security and the RLS profiles.

Suggestions?

[Icey]

Hi @Anonymous ,

Is this problem solved?

If it is solved, please always accept the replies making sense as solution to your question so that people who may have the same question can get the solution directly.

If not, please let me know.

Best Regards
Icey

[Icey]

Hi @Anonymous ,

Do you mean that you want some people can view the full report?

If so, you can refer to this post: Dynamic Row Level Security with Manager Level Access in Power BI.

If not, please give me more details.

Best Regards,

Icey

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

[Anonymous]

Hi Icey,

I am already leveraging dynamic RLS and have rules set up where people can see one's own information + all of their subordinates' information.  This problem is a bit more complicated...

Suppose the following situation:

Person [A] oversees accounts {1,2,3}

Person [B] oversees accounts {7,8,9}

[A] and [B] are peers, who report to Person [C]

Person [S] is a secretary who supports both [A] and [B]

[S] is a direct report of person [A]

[B] asks [S] to capture an element of [B]'s report so that it can be used in another presentation.  [S] does not have [B]'s credetials, so [S] is not able to log into [B]'s account and view data from [B]'s perspective.

The closest compromise I can come up with is creating a separate 'Secretary' security role where [S] can view {1,2,3,7,8,9}, but we still don't have a convenient way to only see only {1,2,3} or {7,8,9}

[Icey]

Hi @Anonymous ,

I refer to this post, and change the Role DAX expression like so:

IF (
    USERPRINCIPALNAME () = "sss@radacad.com",
    PATHCONTAINS (
        User[Path],
        MAXX ( FILTER ( User, [Email] = "leila@radacad.com" ), User[ID] )
    ),
    PATHCONTAINS (
        User[Path],
        MAXX ( FILTER ( User, [Email] = USERPRINCIPALNAME () ), User[ID] )
    )
)
))

And then, User S has the same access as Leila Etaati.

Best Regards,
Icey

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