In my last post, I showed how to test row-level security in Power BI Desktop. You can check out that post here. In this follow up, you’ll learn how to test row-level security in the Power BI Service once you’ve published your file there. Also, please check out my demo at the end of this post.
- After navigating to the workspace where I published my file, I need to find the data set and select Security from the option menu, as row-level security resides at the data set level.
- On the next screen, you should see the role that was created in Power BI Desktop, along with a field to enter your role membership, in other words, people or groups who belong to this role.
- You will see the functionality to test row-level security only when you hover the mouse over the role and get the ellipsis. Click on this ellipsis and you’ll get the option that says, ‘test as role’.
- This will take us to the report page where it appears that row-level security is immediately applied. I know this because I see that Power BI is taking my login credentials and applying it to the report which matches what I saw when I was testing this in Power BI Desktop.
- If I want to change the user that I’m testing, I can enter a new email by clicking on the menu at the top.
- One important thing to clarify:
- Once a PBI file is published to the service, there are other considerations that can impact if row-level security works as expected, such as workspace membership roles, data set permissions and data set security role memberships.
- For example, if we look at our workspace membership, we see that we have 3 report users with 3 different roles. Row-level security only applies to users in a viewer role, not to members, admins, or contributors.
- In my example, I am admin of the report, so if I return to the report page and type in my email, I have access everything and the actual result is returned. This also applies to contributors and if I type in their email, they will get the same result with access to all the data, just as I did as an admin.
- If I type in the email of a viewer, I expect to see his information filtered on the page, but instead a get a bunch of errors. This is because row-level security applies to viewers since they do not have a role membership, so Power BI won’t let them see the data.
- To give a viewer access, you’ll need to go back to the row-level security page and with the role selected, we can enter the viewer’s email in the Members field, then click add and save.
- A best practice here is to only use security groups when you’re creating role membership; it’s easier than explicitly entering names and is much easier to maintain.
- To test if this worked, I simply click on test this role, go back to my report page and enter the name of the viewer whom I just added, and the page should filter to what the view can now see.
- What happens when role testing doesn’t work correctly? Check out my graphic below which gives 3 examples of errors returned and the reasons why role testing may not work.
I hope this post on testing row-level security in the Power BI Service was helpful. If you have questions or want to know more about row-level security in Power BI, about Power BI in general or any Azure product or service, let us know – our team of experts are here to help.
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