Power BI | Roles and security exercise | Basic role security

This exercise is provided to allow potential course delegates to choose the correct Wise Owl Microsoft training course, and may not be reproduced in whole or in part in any format without the prior written consent of Wise Owl.

The answer to the exercise will be included and explained if you attend the relevant Wise Owl course (sadly, only in the UK for now).

Software ==> Power BI  (88 exercises)
Version ==> Latest update
Topic ==> Roles and security  (1 exercise)
Level ==> Average difficulty
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Open the Excel file in the above folder and create a basic table showing data for sales of houses in different areas:

Power BI Role level security

There are 5 types of building - in an ideal world each viewer should only see their relevant category.

There are two options available: create 5 independent reports or use the one report but filter it to show data only for the current user. The later can be performed using roles:

Role level security

Create a role for each house type, filtering using the PropertyType code. Look in the Property types sheet to find the codes.

Once you have made the roles, check that each is working using View Roles on the Home tab:

Roles Power BI

Other user is an additional category added automatically.

 

Optionally save this as Roles for Rent and close it down.

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