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Secure Your Data Without Slowing Down
A security feature in Power BI Restricts data access for specific users
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01What is RLS?
- A security feature in Power BI
- Restricts data access for specific users
- Ensures users see only their own data
- Crucial for multi-tenant environments
- Maintains a single report source
- Filters data at the row level
02The Core Challenge
- One report serves many users
- Each user belongs to a specific tenant
- Data must be isolated between tenants
- Security must be automatic and reliable
- Manual filtering is not a scalable solution
- Requires a dynamic, automated approach
03How It Works
- Define roles within Power BI
- Write DAX rules to filter data
- Rules use a user identity function
- This function identifies the logged-in user
- The filter applies automatically upon report open
- Data is filtered before it's rendered
04Key DAX Function
- Use USERPRINCIPALNAME()
- This function fetches the user's email
- Email is typically the unique identifier
- Compare it to a table column
- For example, filter Sales table by Sales[OwnerEmail]
- Creates a personalized data view
05Basic Setup Steps
- Import a table with user emails
- Import a table with tenant identifiers
- Link these tables in your data model
- Navigate to Manage Roles in Power BI
- Create a new role for the table
- Write the DAX filter rule
06Sample DAX Rule
- A simple rule for a User table: [Email] = USERPRINCIPALNAME()
- A rule for tenant isolation: [TenantID] = LOOKUPVALUE( UserTenantTable[TenantID], UserTenantTable[Email], USERPRINCIPALNAME() )
- The rule returns TRUE for rows the user can see
- FALSE rows are hidden from view
- Test roles using View As in Power BI
07Pro Tips
- Use a dedicated user-to-tenant mapping table
- Test security thoroughly before publishing
- Utilize the View As feature for testing
- Remember RLS does not filter imported data in Power BI Desktop
- Publish to the service to enforce security
- Combine RLS with other security layers
08Your Next Step
- Audit your reports for security needs
- Identify a user/tenant identifier column
- Try a simple filter on a small table
- Test it with a colleague's account
- Implement gradually across your reports
- Achieve secure, scalable multi-tenant analytics
