Power BI Security: Dynamic Combined RLS & CLS for Solid & Dot Line Organizational Hierarchies

 

Two years ago I have shared a video regarding a method on how to use DAX formulas to create the Combined Row level Security and Column level Security solution without external tool for an organization hierarchy which has mixed solid line managers and Dot line managers. If you have no chance to watch the videos please refer to the links in this video descriptions. 

In that shared power BI report, due to the inflexible DAX formula to calculate the dot line manager path in the fact table “Employee Hierarchy Table”, the solution has limitations to handle more than one dot line managers parallelly in organization hierarchy, such scenarios In my practices could be that we have the different types of Dot line managers in the organization hierarchy, for example Financial Controllers and HR managers etc. they might be in same or even different layers to backup each other, and further the FC can view all sales and cost related figures under his/her layer but not above, HR can view sales but not cost under his/her layer. To overcome the limitation on handling more than one dot line managers parallelly in organization hierarchy I have modified the previous relevant DAX formulas and shared the enhanced solution in this video. In the solution we have simply applied the DAX functions CONTAINSSTRING and CONCATENTEX to mapped out the Lineage Hierarchy Paths for all involved Dot line manager IDs, with the same way as before to filter out if a input user email address is in the dot line lineage hierarchy path or not to realize the combined RLS & CLS access control. The solution is more dynamic than previous one without the restrictions regarding the digital number of employee ID, the number of hierarchy layers and if any more than one dot line manager in same line level.     

References:

- Power BI Security: Combined RLS&CLS for the Mixed Solid and Dot Line Organizational Hierarches (youtube.com):  https://www.youtube.com/watch?v=KhbjXS2A1Fw

- Power BI Security: Combined Column Level Security & Row Level Security for Organizational Hierarchy (youtube.com): https://www.youtube.com/watch?v=7hxpHf-rGHo

- Power BI Row Level Security for Organizatioal Hierarchy (youtube.com): https://www.youtube.com/watch?v=FS4joKjjOyU

Comments

Post a Comment

Popular posts from this blog

Power BI DAX Formula for Dynamic Ranking Calculations Based on User Selections and Filters

Image
  The Youtube Vidoe:  Power BI DAX: Dynamic Ranking Calculations Based on User Selections and Filters         DAX formulas from the Video: Total Opp count = DISTINCTCOUNTNOBLANK('Fact'[Opportunity ID]) Total P_Revenue = SUM('Fact'[ProductRevenue]) Total F_P_Revenue = SUM('Fact'[FactoredProductRevenue]) Selected KPIs = SELECTEDVALUE('Table_KPIs'[KPI Name]) Account value rank index =      SWITCH(         TRUE(),         [Selected KPIs]="Opportunity Numbers",RANKX(ALL('Account'[Account]),[Total Opp count],,,Dense),         [Selected KPIs]="Product Revenues",RANKX(ALL('Account'[Account]),[Total P_Revenue],,,Dense),         [Selected KPIs]="Factored Product Revenues",RANKX(ALL('Account'[Account]),[Total F_P_Revenue],,,Dense)     ) Account KPI values for sorting =      SWITCH(         TRUE(),         ...
Read more

Power BI DAX and Visualizations: Active employees across time (as x-axis) by Tenure group or age group

Image
Business Case raised by my youtube channel viewer on the 21st July 2023. In my employee tenure data, it has employee birthday, hire date and leaving date, and race, gender, etc. Do you have any idea how to create a dynamic measure of tenure and/or age, as well as a "tenure group" and "age group" that can change with the calendar date? I would like to show in a line chart the changing number of active employees across time (as x-axis). Furthermore, I would like to breakdown the number of employees by their age group or tenure group (using age group as a legend). The age or tenure group will be dynamically change according to the dates in the X-axis. Any suggestions are appreciated. My suggestions: Assumptions on what we have for the case:                         - an employee table with coloumns: table update(or registered) date,              ...
Read more

Excel VBA Tips: A Macro to Generate Line Chart Dynamically for Loan Schedule Trend Report

Image
The entire code shared in this video is designed to automate the process of creating a dynamic line chart based on loan data in the "Loan Report" sheet and display the chart on the "Charts" sheet. The chart shows trends in accumulated principal, accumulated interest, and loan remaining balance over time. The code is also flexible enough to handle both yearly and monthly loan schedule reports. The VBA codes as: Sub CreateLineChart()       '1. Variable Declarations     Dim srcSheet As Worksheet     Dim chtSheet As Worksheet     Dim lastRow As Long     Dim chartObj As Shape     Dim chartDataRange As Range     Dim xAxisRange As Range     Dim yAxisRange As Range     Dim colPrincipal As Variant     Dim colInterest As Variant     Dim colRemainingBalance, ColMonth As Variant     '2. set source and chart sheets     Set srcSheet = ThisWorkbook.Worksheets("Loa...
Read more