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Microsoft Idea

Power BI

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Ability to import security roles in a single upload

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Mark Ball's profile image

Mark Ball on 28 Jan 2017 07:08:57

When creating roles in PBI Desktop I am going to build a role per sales office. So the Manager can only see the results for their branch. If I create this once, I would like to be able to copy to any new PBI report I build later on, either by importing from a spreadsheet or saved to my profile. Importing would be more ideal, then I can share with others in our company should they want that type of security in it. Maybe this ability exists?

Would need to import Role name, assign to a table and import the DAX - [Sales Office] = "####"

Comments (1)
Mark Ball's profile image Profile Picture

Jed Hansen on 05 Jul 2020 23:31:56

RE: Ability to import security roles in a single upload

I would even suggest allowing for a globally accessible Roles database across all new PBIX reports that we create, making it easy to simply click on previously created roles to apply them.