Thursday, February 29, 2024

Page-level security in Power BI

Page-level security in Power BI allows you to control which users or groups have access to specific pages within a report. This feature is useful when you want to restrict access to certain data or visualizations based on user roles or permissions. Here's how page-level security works in Power BI:

  1. Enable Page Level Security:

    • Page-level security is available in Power BI Premium and Power BI Pro licenses.
    • To enable page-level security, open your Power BI report in Power BI Desktop.
  2. Create Roles:

    • In Power BI Desktop, go to the "Modeling" tab and click on "Manage Roles."
    • Define roles based on the criteria you want to use for page-level security. For example, you might create roles for different user groups or departments.
  3. Assign Users or Groups to Roles:

    • After creating roles, assign users or groups to each role.
    • You can assign individual users or groups from your organization's Active Directory.
  4. Set Visibility for Pages:

    • For each role, specify which pages in the report should be visible to users assigned to that role.
    • You can set visibility at the page level by right-clicking on a page tab and selecting "Page Information," then choosing the roles that should have access to that page.
  5. Test and Validate:

    • After configuring page-level security, test the report to ensure that users only have access to the pages they are authorized to view.
    • Verify that users in different roles see the appropriate pages based on their assigned permissions.
  6. Publish the Report:

    • Once you have configured page-level security and validated the report, publish it to the Power BI service.
    • Users accessing the report in the Power BI service will only see the pages they are authorized to view based on their assigned roles.

Page-level security in Power BI provides granular control over access to report pages, allowing you to tailor the viewing experience for different user groups or roles within your organization. It's particularly useful when you need to restrict access to sensitive data or visualizations while still providing access to other parts of the report.

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