how to filter data in dataverse queries

[sinnamorati]

Hi everyone,

I have to create a set permission in D365 or not editable filter in Power BI to allow my colleague create his own report but only with his BU data.

I'm trying with permission in D365 settings but it doesn't work... it seems that permission read with parent: child business unit works only in D365 query. 

Can anyone help me?

Thanks in advance,

Silvia Innamorati 

[v-zhangti · Accepted solution]

Hi,

To restrict your colleague's access to only their own business unit data in Power BI, you can use Row-Level Security (RLS) in Power BI. Here are the steps to do so:

1. Open your report in Power BI Desktop.

2. Go to the "Modeling" tab and select "Manage Roles".

3. In the "Manage Roles" dialog box, select "Create" to create a new role.

4. Enter a name for the role, such as "BU Data".

5. Under "Table filter", select the table that contains the business unit data.

6. In the "Filter expression" box, enter a DAX formula that filters the data based on the user's business unit. For example, if the business unit data is stored in a column called "BU", you can use the following formula:

[BU] = USERNAME()

This formula filters the data to show only the rows where the "BU" column matches the current user's username.

7. Click "OK" to save your changes.

8. Go to the "View" tab and select "Report view" to return to the report view.

9. Select the visual or table that you want to restrict access to.

10. Go to the "Visualizations" pane and select the "Edit interactions" button.

11. In the "Edit interactions" dialog box, select the visual or table that you want to restrict access to.

12. Click on the "None" button to disable interactions for that visual or table.

13. Click "OK" to save your changes.

This will restrict your colleague's access to only their own business unit data in the selected visual or table. You can repeat steps 9-13 for each visual or table that you want to restrict access to.

Once you have made these changes, you can publish your report to Power BI Service. The RLS settings will be preserved in the published report, and your colleague will only be able to see their own business unit data in the selected visuals or tables.

Row-level security (RLS) with Power BI - Power BI | Microsoft Learn

Best Regards,

Community Support Team _Charlotte

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