POWER BI by ROB BOTWRIGHT

Author:ROB BOTWRIGHT [BOTWRIGHT, ROB]
Language: eng
Format: epub
Published: 0101-01-01T00:00:00+00:00

Chapter 9: Advanced Data Security and Permissions

Role-Based Security (RBS) and Row-Level Security (RLS) are crucial components of data security in Power BI, allowing organizations to control and restrict access to data based on user roles and specific rules.

While RBS defines the roles that users can have, RLS focuses on determining which data users within those roles can access.

This chapter explores the concepts, implementation, and best practices for Role-Based Security and Row-Level Security in Power BI.

Role-Based Security (RBS) is the foundation for controlling data access in Power BI.

RBS defines roles, and roles, in turn, determine what a user can see and do within a Power BI dataset or report.

Roles can be created based on various criteria, such as department, job title, or function within the organization.

For instance, an organization may define roles like "Sales Manager," "Marketing Analyst," or "Finance Director."

To implement RBS in Power BI, you need to follow these steps:

Create Roles: Start by defining the roles within Power BI Desktop. Go to the "Model" view, select "Manage Roles," and then create the roles you need.

Assign Roles to Users: After defining roles, you must assign them to specific users or groups within the Power BI service. This is typically done by the Power BI administrator.

Define Role Filters: Within each role, you can specify role filters, which are DAX expressions that determine what data a role can access. These filters can be as simple as filtering data based on a department or more complex, depending on your requirements.

Publish and Test: Once roles are assigned and role filters are defined, publish your report to the Power BI service and test data access for each role.

Role-Based Security ensures that users are only able to see and interact with the data that is relevant to their role, maintaining data security and confidentiality.

Row-Level Security (RLS) is an extension of Role-Based Security and focuses on filtering data at a granular level.

With RLS, you can control access to individual rows of data within tables, ensuring that users within the same role only see the data that applies to them.

For example, if an organization has a "Sales" role, RLS can be used to ensure that each salesperson within that role can only access their own sales data.

To implement Row-Level Security in Power BI, you should follow these steps:

Define RLS Tables: Start by creating one or more RLS tables in Power BI Desktop. These tables typically contain the relationships between users (or roles) and the data they are allowed to access.

Create RLS Rules: Define RLS rules by creating relationships between the RLS tables and the data tables you want to secure. These relationships should be based on user identifiers or attributes, such as user email addresses or employee IDs.

Create RLS Filters: In the RLS tables, create DAX expressions that filter data based on user attributes or roles. These expressions determine which rows of data each user or role can access.

Apply RLS to Data Tables: Finally, apply the RLS filters to the data tables by creating relationships between the RLS tables and the data tables.

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