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Microsoft JorisVoorn
Microsoft

Data Labels with Security Policy

Dear all,

 

I would like to present all up data in Power BI, however data will show data of our partners, that are competitors. We dont want to show Account Manager of partner "AAA" data of partner "BBB", but still we want to provide view on data of particular account "AAA" and all up view where will be "BBB" data covered as welll.

 

So idea is to have some dynamic hierachy of partners which based on RLS will be showing respective partner data and all other partners will be covered in hiearchy "Others".

 

So basically data will be like in first picture, but if will be logged Account Manager for AAA partner he will see just picture 2.

 

Is thre any way how to do this?

 

Thank you in advance for any ideas.

 

BR

 

Pavel

image.pngimage.png

5 REPLIES 5
Community Support Team
Community Support Team

Re: Data Labels with Security Policy

HI @JorisVoorn ,

I don't think it is possible to use hierarchy field to achieve your requirements in pie chart.

In my opinion, I'd like to suggest you add a calculated column to group your fields to the original name and other, then you can use this field to replace the original data category to mask these detail types which you used on pie chart.

Regards,

Xiaoxin Sheng

Community Support Team _ Xiaoxin Sheng
If this post helps, please consider Accept it as the solution to help the other members find it more quickly
Learning resources: Power BI
Microsoft JorisVoorn
Microsoft

Re: Data Labels with Security Policy

Dear Xiaoxin,

 

That is not solution for my problem, as your proposal would solve that just for one particular account, the core of issue is that I would need to have shown Account flexible based on access rights of users (RLS).

 

BR

Pavel

Re: Data Labels with Security Policy

Hi @JorisVoorn 

 

I believe you can use RLS to achieve this. Create 2 roles, "All Access View" and "Limited Access View". For All Access View, you can leave it as it is. For Limited Access View, you can create a filter expression in the "Manage Roles" function that does something like this: If Table[Partner] = "AAA" then "AAA" else "Others"

 

I am not entirely sure about the syntax but that's the logic of it.

 

When you publish this up to Services, remember to assign everyone that has access to the report the roles they should have, else, they will not be able to view the visual.

 

 

Hope this helps!

Daren

 

Microsoft JorisVoorn
Microsoft

Re: Data Labels with Security Policy

Thank you for reply, but case I have presented was just demonstration of issue, for one partner your solution would be possible to use, but as caclulated column is not dynamicly changing based on filters I would need to create masked other partners for every singly partner and in case you imagine 50+ partners this solutions would lead to unamanageble solution.

 

Best regards

 

Pavel

Microsoft JorisVoorn
Microsoft

Re: Data Labels with Security Policy

Sorry but my issue was still not resolved, so could any moderator please uncheck topic as solved and unmark this reply as solution?

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