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Row-Level Security in Power BI: The complete guide of creating different views of the data for the same Power BI report

Row-Level Security in Power BI: The complete guide of creating different views of the data for the same Power BI report - Reza Rad

Row-Level Security in Power BI: The complete guide of creating different views of the data for the same Power BI report


I have been writing and presenting about Row-Level Security in Power BI for many years. Through the comments and feedback I got from my presentations and articles, I felt a need for a place to have everything gathered in one place. The lack of a book that explains everything about the current subject motivated me to end up gathering all my articles in this book. The result is what you are reading.Row-Level Security in Power BI is not about sharing your content. It is, on the other hand, about sharing the same content with a different audience in the way that they see different views of the data. They will have different access to the data. Some of them might see the entire data, and some others might see part of the data that they are authorized to see.Instead of creating multiple reports with the same format, fields, calculations, and visualizations, and only making them different in filtering, the correct way to do it is through row-level security. This will make sure you have the maximum consistency and minimum maintenance for your Power BI project.This is not a book about theories. This is a hands-on book. There are tons of demos and examples with the code samples that you can try. You will learn through this book, what is row-level security. You will learn different types of security and patterns in which you will see the most common challenges for implementing the security and the solution to save them.The book starts with the basics of row-level security, then you will learn about static vs. dynamic row-level security. You will learn patterns such as everyone see their own data, but the manager sees a different view or users and profiles for branch managers. Or the organizational hierarchy, or even the many-to-many relationship challenge of row-level security etc. through this book.This book is not about how to create a report, build a visualization, connect to a dataset, or set up a gateway. If you want to learn those, I do recommend reading my other book: Power BI online book, from Rookie to Rock Star.
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I have been writing and presenting about Row-Level Security in Power BI for many years. Through the comments and feedback I got from my presentations and articles, I felt a need for a place to have everything gathered in one place. The lack of a book that explains everything about the current subject motivated me to end up gathering all my articles in this book. The result is what you are reading.Row-Level Security in Power BI is not about sharing your content. It is, on the other hand, about sharing the same content with a different audience in the way that they see different views of the data. They will have different access to the data. Some of them might see the entire data, and some others might see part of the data that they are authorized to see.Instead of creating multiple reports with the same format, fields, calculations, and visualizations, and only making them different in filtering, the correct way to do it is through row-level security. This will make sure you have the maximum consistency and minimum maintenance for your Power BI project.This is not a book about theories. This is a hands-on book. There are tons of demos and examples with the code samples that you can try. You will learn through this book, what is row-level security. You will learn different types of security and patterns in which you will see the most common challenges for implementing the security and the solution to save them.The book starts with the basics of row-level security, then you will learn about static vs. dynamic row-level security. You will learn patterns such as everyone see their own data, but the manager sees a different view or users and profiles for branch managers. Or the organizational hierarchy, or even the many-to-many relationship challenge of row-level security etc. through this book.This book is not about how to create a report, build a visualization, connect to a dataset, or set up a gateway. If you want to learn those, I do recommend reading my other book: Power BI online book, from Rookie to Rock Star.
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