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Jhu23
Frequent Visitor

How to test RLS for all reports that share a single dataset?

Hi all,

 

I need your help!

 

I have a single shared dataset that feeds 3 separate reports (A, B, and C). 

 

PBI Dataset - RLS.png

 

Report A contains the actual dataset.

 

Reports B and C reference Report A's dataset.

 

Each report's RLS set up is different. If I go to the Dataset's security settings and click on "Test as role", it always takes me to Report A. This means I can positively confirm that my RLS rules are working for Report A, but how can I do the same for Reports B and C? I even tried publishing Report B, and then immediately going to "Test as role", but it still directs me to Report A.

 

I'm also not able to test the RLS logic in the actual desktop files for Reports B and C because I'm connected to the dataset on the PBI service (Modeling tab is greyed out).

 

Any thoughts on what I'm doing wrong? Thanks all!

1 ACCEPTED SOLUTION

hi @Jhu23

 

I tested the particular scenario and I am able to toggle between 2 reports - 1 built on the data model and another which is using the same data model as a shared dataset. 

 

If you have assigned users to the different security groups then you would need to assign similar security at report level as well so users just see the report they need to see. 

 

Please mark the post as a solution if my comment helped with solving your issue. Thanks! 

 

PBI Security 1.jpg

 

PBI Security 2.jpg

 

PBI Security 3.jpg

 

PBI Security 4.jpg

Did I answer your question? Mark my post as a solution! Appreciate your Kudos!

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5 REPLIES 5
Greg_Deckler
Super User
Super User

@Jhu23 You have to test from the original dataset.


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Sumanth_23
Super User
Super User

hi @Jhu23, Have you created seperate roles for each of the reports? 

If you have the data setup correctly, you can defined a role for each report and then grant access to specific roles for each of the reports. 

 

You can refer to the Mocrosoft Docs link for additional information: 

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

 

Please mark the post as a solution if my comment helped with solving your issue. Thanks!   

Did I answer your question? Mark my post as a solution! Appreciate your Kudos!

Proud to be a Super User!



Jhu23
Frequent Visitor

Sumanth - Yes, I have new roles for each report.  I believe the RLS is set up correctly and that end-users will only be able to see the data that they are authorized for, however I want to be able to actually test this using the "Test as role" feature.  However, I am only allowed to "test as role" for Report A, never for Reports B and C.  

 

Greg - I am testing from the original dataset.  

hi @Jhu23

 

I tested the particular scenario and I am able to toggle between 2 reports - 1 built on the data model and another which is using the same data model as a shared dataset. 

 

If you have assigned users to the different security groups then you would need to assign similar security at report level as well so users just see the report they need to see. 

 

Please mark the post as a solution if my comment helped with solving your issue. Thanks! 

 

PBI Security 1.jpg

 

PBI Security 2.jpg

 

PBI Security 3.jpg

 

PBI Security 4.jpg

Did I answer your question? Mark my post as a solution! Appreciate your Kudos!

Proud to be a Super User!



View solution in original post

Jhu23
Frequent Visitor

Thank you, Sumanth!  That did the trick!  

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