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Security - Ability to maintain source security for reports published on BI Sites

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Ramu Kodemala on 03 Mar 2015 07:53:46

The general requirement is that visualizations (Power View, SSRS etc...) must not circumvent existing policies, or introduce yet another set of security policies on top of those already implemented at the source.

* For example, a visualization of sales data needs to reflect the policy that account managers can only read sales data for their region.
* For performance reasons, this is enforced at the source by injecting predicates into the query based on the end users identity. If identities for end users are not passed down the process chain into the data layer, it leaves us little option but to publish individual reports for every region, which results in an explosion of complexity and numbers of reports, or move the whole model to BISM and manage the policy in yet another place (namely the BISM model).

Impact
blocking migration to SPO/BI Sites. At least 412 Site Collections with more than 600 Power Views. Impacting Adoption or migration for majority of BPUs - e.g. Finance, LCA, HR, etc

Administrator on 16 Aug 2020 02:15:30

Hey all! We've continued to make progress here, so I wanted to update this thread with our current capabilities for maintaining security on dashboards/reports. As always, all of this information can be found in our Row-Level Security (RLS)documentation: https://powerbi.microsoft.com/en-us/documentation/powerbi-admin-rls/ > If you have set up RLS in Analysis Services, Power BI will send the signed-in user's credentials to Analysis Services, and respect the RLS rules set up on the on-premises model. > Separately, you can set up RLS in Power BI for data sources that you import or connect to via DirectQuery. This process starts in PBI Desktop, where you define roles, and write DAX to constrain what data these roles can see. As part of this process, can you use the UserPrincipalName () DAX function to get the current signed in user's UPN (e.g. joe@contoso.com). Then, once you publish to service, you can assign users to these roles. Does the above meet your requirements? Please let us know via comments or e-mail. Those of you who requested that the identity of the signed in Power BI user be pass through to Azure SQL, SQL DB, DWH, etc.: we hear you - that is under consideration. Thanks, -Sirui

Comments (143)
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4da0b6eb df84-464a-814a-896773bbcc5b on 16 Aug 2020 03:52:38

RE: Security - Ability to maintain source security for reports published on BI Sites

to use it for the company we need the possibility of default settings of a filter, depending on the user login, in SSRS we can handle that, but not in power BI

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8f380927 1589-452e-8881-6253abe23166 on 16 Aug 2020 03:52:37

RE: Security - Ability to maintain source security for reports published on BI Sites

To clarify, we don't need a security trimmed view... just a filter that returns the current user's name or UPN.

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8bfd32fe 97c6-ea11-a812-000d3a579c34 on 16 Aug 2020 03:52:37

RE: Security - Ability to maintain source security for reports published on BI Sites

to: JD ... I absolutely agree

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3efab3c3 011f-40a0-90ca-c9096152c92d on 16 Aug 2020 03:52:36

RE: Security - Ability to maintain source security for reports published on BI Sites

Any news about this feature?

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456e2b99 5a3e-4cef-bd32-b865b97bf538 on 16 Aug 2020 03:52:35

RE: Security - Ability to maintain source security for reports published on BI Sites

The previous solution only works for those who have "SQL Server Analysis Services" + Enterprise Gateway.

I't would be great if we could send dashboards with some filters applied, but not allowing the end user to change those filters.

A lot of companies need this feature before they can apply Power BI as a business tool.

Is there a plan to implement this anytime soon???

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926c581b 8a03-4f1f-8cfc-650b7acf488a on 16 Aug 2020 03:52:34

RE: Security - Ability to maintain source security for reports published on BI Sites

It would be great to be able to implement the equivalent of RLS for Data sources such as Salesforce.com which would be based on the users login credentials that would check a user ID and only return records that match the user. Currently I have to create separate set of reports for each sales person (24+) and set the filters so that they only see their own data.

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f60cf960 11e4-4be6-8387-afd4d3a029e3 on 16 Aug 2020 03:52:24

RE: Security - Ability to maintain source security for reports published on BI Sites

You can do that with SSAS Tabular model and row-security model. Follow this link to do that https://msdn.microsoft.com/en-us/library/hh479759%28v=sql.120%29.aspx

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55e90c01 fb03-45e7-a78a-5df3a9bf4fae on 16 Aug 2020 03:52:24

RE: Security - Ability to maintain source security for reports published on BI Sites

Would greatly ease the deployment of reports and dashboards to users assigned to different accounts or geographical area and filter data only relevant to their filed without having to manage separate reports for each user.

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5b578b9f b481-44e2-be28-e4976d83020e on 16 Aug 2020 03:52:23

RE: Security - Ability to maintain source security for reports published on BI Sites

Basically, I'd like to see a 'Report-Creator' filter. As in, I apply the filter on my end but the Dashboard User cannot change it.

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b39baacd d4b7-4dd5-92bb-6bcdc13027d6 on 16 Aug 2020 03:52:23

RE: Security - Ability to maintain source security for reports published on BI Sites

Very useful improvement, and would simplify a lot the managing of the data.