Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Register now to learn Fabric in free live sessions led by the best Microsoft experts. From Apr 16 to May 9, in English and Spanish.

Reply
rahkim
Helper I
Helper I

RLS Excel Data source

Greetings,

 

Problem:  RLS works on desktop, not when published

Details: Paginated report shows the specific details for the user logged in based on a user table and defined role.  When published, the report shows all the records even when assuming the role of other people.

Data: Excel workbook in Sharepoint.  Sharepoint link used as data connection.

 

Summary: Basically, I created a user table that contains the user name and their email.  The dataset has that user name and all of the purchases that person had made.  Then I created a role in Power BI desktop and filtered the dataset using this - [Buyer] = USERPRINCIPALNAME().  When I view the report it shows only my records.  When I "View As Role" and select another buyer, I only see their records.  Then I published and selected the dataset > security option.  It showed me the Buyer role and I added all of the buyers to the role.  However, when I viewed the report I was able to see all the records.  I also tested as another user and still saw all the records.  I shared the report with another buyer and they were also able to see all the records.  Yet, when I tried to subscribe someone to the report, it said I could not subscribe others because RLS was defined on the datasource.  

 

The only thing that I noticed is that the MS site says the following: 

 

"You can define RLS only on the datasets created with Power BI Desktop. If you want to enable RLS for datasets created with Excel, you must convert your files into Power BI Desktop (PBIX) files first."  (https://docs.microsoft.com/en-us/power-bi/admin/service-admin-rls)

 

Question:  Do I need to convert my excel files to .pbix, and if so, is there any easy way to import those into Power BI without having to rewire all of my relationships and DAX, etc?

  

2 REPLIES 2
v-lionel-msft
Community Support
Community Support

Hi @rahkim ,

 

Limitations 

ggg12.PNG

 

"Do I need to convert my excel files to .pbix?"

Yes.

"Is there any easy way to import those into Power BI without having to rewire all of my relationships and DAX, etc?"

Which workbook elements are imported? 

 

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.


Hi Lionel.  Thanks for the reply!

 

If you have to convert your excel worksheets to .pbix, how do people make the switch with existing data connections to worksheets in Sharepoint?  Here is what I did:

 

Opened up my worksheet and made the data a table.

Added the table to a data model.

Imported it into my project and everything else disappeared.  The only remaining table was the one I imported.

Closed without saving.

 

I have 4 worksheets and several tables with lots of expressions and recreating all of this would be huge loss of time.   Is there an easier way to do this?  Will new updates to the worksheets also be reflected in the reports, or do people always re-import when the do RLS and excel worksheets?

 

Helpful resources

Announcements
Microsoft Fabric Learn Together

Microsoft Fabric Learn Together

Covering the world! 9:00-10:30 AM Sydney, 4:00-5:30 PM CET (Paris/Berlin), 7:00-8:30 PM Mexico City

PBI_APRIL_CAROUSEL1

Power BI Monthly Update - April 2024

Check out the April 2024 Power BI update to learn about new features.

April Fabric Community Update

Fabric Community Update - April 2024

Find out what's new and trending in the Fabric Community.