Row level security (RLS)

DataTako fully supports Power BI RLS. Microsoft has a great article on how to configure RLS in your Power BI report itself and use it to filter data. Read more here.

In this help article we focus on specifiying (custom) RLS roles in a DataTako report configuration.

When you share a report through DataTako and the report has a RLS configuration, this is automatically detected and enables a couple of additional options in your report configuration.

Custom roles

In our example report we have 3 roles defined. In DataTako we can specify one (or multiple) roles on a group or individual user level in the report configuration. In this example we specified the ‘support’ role for everyone in the ‘management team’ group for this report.

User Principal Name (UPN)

In a Power BI report you can also use the User Principal Name (UPN) when filtering. DataTako always adds the email address as UPN for RLS reports, allowing even better filtering inside your Power BI reports.