Setting Up Dynamic RLS Based on Management Hierarchy
Databases
Oct 10, 2023 1:30 PM

Setting Up Dynamic RLS Based on Management Hierarchy

by HubSite 365 about Christine Payton

Power Platform Developer

External YouTube Channel
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DatabasesLearning Selection

Master Microsoft Dynamic Row-Level Security (RLS) for streamlined management hierarchy and enhanced data access control!

In this recently shared video, Christine Payton elucidates on the implementation of an automated row-level security across an entire organization based on a management hierarchy. Payton introduces a unique process that facilitates the leaders of the institution to conveniently visualize data of their subordinates present in the reporting chain.

Without the requirement of adding each user to distinct parts, the effective utilization of PATH() and PATHCONTAIN() expressions expedite this process. The presenter suggests that this dynamic row-level security method would necessitate a user data table for its successful implementation.

While the viewer is urged to resort to Power Automate if such a table is non-existent, specific instructions to filter out external users were provided but has been omitted in this summary to maintain compliance with mandated policy.

The video is organized in a systematic manner, offering a comprehensive understanding of the process. It commences with a brief introduction and a demonstration of the main concept, followed by steps of implementation, including connecting the staff table to data, creation of a PATH() calculated column, and how to effectively create and test the dynamic Row-Level Security rule.

Subsequently, it focuses on updating the rule to a role in the web service and conducting a test for the role in the same service. This step-by-step guide covers all critical points of the process, including beneficial tips and queries often asked by users.

Row-Level Security (RLS) based on management hierarchy

Microsoft Power BI has a powerful feature known as Dynamic Row-Level Security, also known as RLS. It allows you to establish rules governing who can see what data, providing an additional layer of data security that's easy to manage.[](https://youtu.be/vLv5A_yEc7A)

RLS based on the management hierarchy permits leaders to view the information of those under them. These rules are managed without having to assign individuals into different roles, by employing the PATH() and PATHCONTAINS() functions.

The prerequisites for this technique include the requirement to have user data in a table form which would be used for the set up. If you do not have it, you can obtain it using Power Automate. The related video on setting up dynamic RLS can be instrumental in guiding you through. 

The video also provides a detailed timeline outlining the different stages of the setup process:

  • 0:00 - Intro/demo
  • 2:53 - Relate staff table to data
  • 3:28 - Create a PATH() calculated column
  • 4:30 - Formulate the RLS rule
  • 5:30 - Test the rule
  • 5:55 - Add to position in web service
  • 7:30 - Test as role in web service

Power BI provides a wealth of training resources, stories, and tutorials to help you get up to speed. Accordingly, ensure to invest your time in learning, trying, testing, and eventually mastering the mechanism of Dynamic Row-Level Security.

As you dive deeper into learning, remember that complex topics can be made simple by breaking them down, practicing, and remembering not to rush. Understanding is the goal here, and it will come with time.

Moreover, I recommend connecting with a community of learners and experts familiar with Power BI. They can provide insights, tips, and answer any questions you may encounter on your journey. This process not only deepens your understanding, but also establishes a network of support.

In conclusion, Microsoft Power BI's dynamic row-level security is an efficient tool for providing tailored data security based on management hierarchy, fostering a practical data viewing customization within your organization.

More links on about How to set up DYNAMIC Row-Level Security (RLS) based on management hierarchy

Dynamic Row Level Security with Organizational Hierarchy ...
Nov 24, 2017 — You need to create one role and maintain the logic of security within the data model. This is called Dynamic row level security. To learn more ...

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