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Managing hierarchical organizations in Power BI security roles 

SQLBI
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How to apply dynamic security roles in a hierarchical organization to minimize the maintenance effort on the security configuration and obtain the best performance at query time.
Article and download: sql.bi/805866?...
How to learn DAX: www.sqlbi.com/...
The definitive guide to DAX: www.sqlbi.com/...

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20 окт 2024

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Комментарии : 23   
@timolff9239
@timolff9239 Год назад
Thanks for reading my mind. I was just working on this today and then you release this video. Keep that third eye open!
@tamerjuma
@tamerjuma Год назад
Thank you Marco. This is extremely useful. Appreciate your efforts sharing you magnificent knowledge!
@gordsimpson8916
@gordsimpson8916 Год назад
Thanks, Marco, I'm working on setting up a properly laid-out hierarchical table. I've been using PowerQuery to build the RLS table, which generates a large RLS table. Looking at doing it play around with your method
@martinbubenheimer6289
@martinbubenheimer6289 3 месяца назад
This really simplifies security roles! Would the performance be any different when transferring the selection of PermissionsExtended to Organization using TREATAS on the same relationship column in an RLS formula on Organization rather than the many-to-many relationship?
@SQLBI
@SQLBI 3 месяца назад
The relationship could give a performance advantage.
@Bharath_PBI
@Bharath_PBI Год назад
Very nice and useful 👍 Thank you!!
@pradumn6914
@pradumn6914 Год назад
Hi sir I am using the same hierarchy method but at a region level. For example, my data has 5 levels of hierarchy (Continent-->Country--->State--->City--->District) and each user has permission for different hierarchy. I have used the same methodology and was able to reach the desired output table. But when I am trying to build the relationship, it shows a circular dependancy error. Any idea what am I doing wrong ?
@SQLBI
@SQLBI Год назад
Check the functions used in calc columns and calc tables: www.sqlbi.com/articles/understanding-circular-dependencies
@pradumn6914
@pradumn6914 Год назад
@@SQLBI Tysm sir for the suggestion. Worked like a charm. Used FILTER function instead of REMOVEFILTERS. Thanks again for this wonderful video :)
@JuanOlCr
@JuanOlCr Год назад
Thank you Marco. Yet again another great and helpful video. I wonder if you could make a video on how to implement RLS for benchmarks where the logged user has access to his own data, but other entities should me masked while being able to compare against them. Thank you.
@SQLBI
@SQLBI Год назад
Check out this article: www.sqlbi.com/articles/implement-non-visual-totals-with-power-bi-security-roles/
@JuanOlCr
@JuanOlCr Год назад
@@SQLBI Much appreciated
@lovlyhearts288
@lovlyhearts288 Год назад
I am having one doubt but not related to this content, Using teatedas Dax I connected date table and fact table. When user want to drill fact table aggregation value it's not filter date table untill I drag & make active relationship in the model, Is any other alternative way there to achieve this ?
@annakasyna8576
@annakasyna8576 Год назад
thank you Marco, Any idea why I am getting circular dependency error when trying to set up the relationship between the 'ManagerID' columns? What did I miss?
@SQLBI
@SQLBI Год назад
Check DAX functions used in calculated table and columns: www.sqlbi.com/articles/understanding-circular-dependencies
@giodanigr
@giodanigr 6 месяцев назад
I got the same error, I fixed it by making a duplicate organization table, than make the permissionexpanded table with this duplicate organization table. Than make a connection between the original organization table and the permission expanded table. Last but not least, I change the manager id name in the permission expanded to the original organization manager id and remove the duplicate organization table.
@karthikkumar3854
@karthikkumar3854 9 месяцев назад
@marco, What's the logic behind building Permissions table?
@SQLBI
@SQLBI 9 месяцев назад
It depends on requirements - try to write in the comments to the article (follow the link in the description) there are already several comments there you may want to review.
@riteshbarthwal5024
@riteshbarthwal5024 6 месяцев назад
could you please provide me this dataset for practice?
@rrr9110
@rrr9110 6 месяцев назад
how do we manage this for dynamically, i mean maintaining this in a sharepoint spreadsheet and allowing the user to dynamically changing the access
@SQLBI
@SQLBI 6 месяцев назад
You should import the configuration table from SharePoint (e.g. an Excel file containing the description of the hierarchy).
@nikakalichava8012
@nikakalichava8012 Год назад
thanks. I watched the whole video and genuinely understood nothing.
@MusicPancho
@MusicPancho 6 месяцев назад
lmao
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