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Helper I
Helper I

Sharing Power BI report with hundreds of users with dynamic filtering

Hi,

 

I am developing a Power BI report that has data for few metrics along with few dimensions. An important dimension is, for instance, dealers and we have data for around 200+ dealers. The requirement is to share the report with all those 200+ dealers(users) and each dealer is supposed to see only his/her data when they open the report. For this use case what is the best way of sharing the report(as we have 200+) and how can we achieve the security part of it - i.e. retailer A should not see B's data.

 

Thanks & Regards,

Kesavan.

1 ACCEPTED SOLUTION

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Microsoft
Microsoft

Re: Sharing Power BI report with hundreds of users with dynamic filtering

@keshavpooja 

 

You need to use Dynamic Row level Security, in order to do so you should  have recorded your Dealer names with data for each dealers. Please refer to: https://docs.microsoft.com/en-us/power-bi/admin/service-admin-rls

 

For dynamic RLS, you could use username() or userprinciplename() as the role filter, it depends on how did you record the dealer names. The difference is username() is in the format of DOMAIN\User and userprincipalname() will return a user power bi account(email) in the format of user@contoso.com

 

Paul Zheng _ Community Support Team
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
 

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Super User IV
Super User IV

Re: Sharing Power BI report with hundreds of users with dynamic filtering

You are going to want to implement dynamic row level security:

https://community.powerbi.com/t5/Quick-Measures-Gallery/Dynamic-Hierarchical-Row-Level-Security/m-p/...


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Highlighted
Microsoft
Microsoft

Re: Sharing Power BI report with hundreds of users with dynamic filtering

@keshavpooja 

 

You need to use Dynamic Row level Security, in order to do so you should  have recorded your Dealer names with data for each dealers. Please refer to: https://docs.microsoft.com/en-us/power-bi/admin/service-admin-rls

 

For dynamic RLS, you could use username() or userprinciplename() as the role filter, it depends on how did you record the dealer names. The difference is username() is in the format of DOMAIN\User and userprincipalname() will return a user power bi account(email) in the format of user@contoso.com

 

Paul Zheng _ Community Support Team
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
 

View solution in original post

Highlighted
Helper I
Helper I

Re: Sharing Power BI report with hundreds of users with dynamic filtering

Hi, 

 

Does this dynamic RLS solution work even for external users ? Because the 200+ dealers that we want to share with are the external users..

 

Thanks & Regards,

Kesavan.

Highlighted
Microsoft
Microsoft

Re: Sharing Power BI report with hundreds of users with dynamic filtering

@keshavpooja 

In order to make RLs work with external users, you can invite those external users as guest users. Then, those guests can be assign to the RLS group.

 

Please refer: https://docs.microsoft.com/en-us/power-bi/admin/service-admin-azure-ad-b2b

 

Paul Zheng _ Community Support Team
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
  

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