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One of the most important aspects when you're creating data models and sharing them around your organization is securing that data. It's really important to be able to make sure that just the right people have access to the data that they should be able to see and not access to anything else. Power BI lets you build security into the models that you've published into the Power BI service, and it lets you do it at a very, very granular level. We call this row-level security. Let's take a look at how to set it up. Okay, I've already got some reports and dashboards built. You can see here we're looking at our product revenue and units and the like across all other countries around the globe. And we can see there the different states that we've been selling it to across all of those countries. And we're actually going to filter this data down to allow a subset of users to access just the data for Canada. So to do this over on my data set and you click on the dot, dot, dot menu, you'll see an option for security on the right-hand side. By default everybody has access to all of the data in your data sets but you can add roles that allow you to filter access to that data to just certain users. So let's create new role. I've got a little warning just telling me that if I re-upload my report again I'll republish the data set. I'll need to go and set the security up again. First thing to do is give it name, so as I said this is going to be just for access to Canada's data. So it's for Canada country managers. And I can add in email addresses for the folks who I want to put into this role. So I'm going to add Steve's account. And now on this Rules tab, I can start to say what bits of data these users should have access to. So I've got all the tables in my model here. I'm going to choose the geograpy table. And this box on the right-hand side lets me type in a DAX expression that filters down the table to just the data that this person should have access to. So in our case it's pretty simple. It's just country equals Canada. If I was going to write something a bit more complex, I could put in rules here that filter the data in a whole bunch of different ways. Take a look online. There are plenty of tutorials on how to write DAX expressions, and it will help you filter the data to just what you want. So let's save that role. And now any time that somebody logs in who's been placed into this role, they'll only see the relevant data, in this case the data from Canada. So let's jump over to Kim's desktop and she'll have a look at what this would look like to another user. Thanks Will. You can see here I'm looking at the same dashboard, but my data is filtered just to Canada states. In addition, you can see this USA Revenue visualization is blank because I don't have access. If I drill into one of the reports, I'll see the same thing. All of the data is filtered to just Canada.

Video Details

Duration: 2 minutes and 55 seconds
Country: United States
Language: English
License: All rights reserved
Genre: None
Views: 30
Posted by: csintl on Apr 14, 2016

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