Security

Managed Roles

To define security roles, you can do the following.

1. Import data into your Power BI Desktop report, or configure a DirectQuery connection.

   Note:

   You cannot define roles within Power BI Desktop for Analysis Services live connections. You will need to do that within the Analysis Services model.

2. Select the Modeling tab.

3. Select Manage Roles.

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4. Select Create.

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5. Provide a name for the role.

6. Select the table that you want to apply a DAX rule.

7. Enter the DAX expressions. This expression should return a true or false. For example: [Entity ID] = “Value”.

   Note:

   You can use username() within this expression. Be aware that username() will have the format of DOMAIN\username within Power BI Desktop. Within the Power BI service, it will be in the format of the user's UPN. Alternatively, you can use userprincipalname() which will always return the user in the format of their user principal name.

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8. After you have created the DAX expression, you can select the check above the expression box to validate the expression.

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9. Select Save.

You cannot assign users to a role within Power BI Desktop. This is done within the Power BI service. You can enable dynamic security within Power BI Desktop by making use of the username() or userprincipalname() DAX functions and having the proper relationships configured.

RLS has changed several times with each new update so this can change soon.

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