Introduction

Data security in certain users or groups of users are prevented from viewing a portion of a dataset is often a top requirement in Power BI deployments. Security implementations can range in complexity from mapping user or security group accounts to simple security roles based on a single dimension value, to dynamic, user-based security with dedicated user permissions tables and dynamic DAX functions embedded in the dataset. Given the variety of use cases and the importance of this feature to securely share a dataset across stakeholders, it’s important to understand the process and techniques available for developing, testing, and operationalizing data security roles.

In addition to row level security (RLS) roles, user-based filter context techniques can also be used to simplify and personalize the user experience. For example, the filter conditions built into reports, as well as the interactive filter selections from end users, can be dynamically updated and displayed in intuitive...