How to configure Row Level Security (RLS) in WordPress Power BI – Power BI security?
The "Power BI Embed Reports" plugin provides a solution for embedding Power BI reports in WordPress pages and posts while utilizing Row-Level Security (RLS). With this plugin, you can configure RLS settings in Power BI and map them within WordPress. By creating distinct roles in Power BI Desktop and publishing them alongside the reports, the plugin can display customized resources to users based on their membership level. The plugin integrates Power BI resources into WordPress, offering customizable embed settings and ensuring secure access to Power BI data based on user roles and memberships.
Scenario
Let’s say you want to display Power BI reports based on different membership levels of the users. For example, you may have a report that contains data for the entire country, and you wish to display it to users based on their respective states they belong to. To achieve this, our plugin allows you to configure RLS (Row-Level Security) settings in Power BI and map them within the WordPress plugin "PowerBI Embed Reports." Moreover, the plugin provides the functionality to embed Power BI reports in WordPress pages and posts with customizable embed settings.
By creating distinct roles in Power BI Desktop and publishing them alongside the reports to Power BI, our plugin can leverage these role definitions to exhibit appropriate resources to users based on their membership level. For instance, the report can be customized to display to user1 who resides in a specific state, while the same report can be tailored to display to user2 who resides in a different state.
Components involved
- The Power BI Embed Reports (Premium / Enterprise) plugin allows you to embed Power BI resources on WordPress Pages and Posts.
Embed Microsoft Power BI reports, tiles, dashboards, Q&A, etc in WordPress site with support for Row-level security (RLS)
What is RLS?
Row-level security (RLS) allows you to create a single or a set of reports that targets data for a specific user. In this module, you will learn how to implement RLS by using either a static or dynamic method and how Microsoft Power BI simplifies testing RLS in Power BI Desktop and Power BI service.
Why use RLS?
As the name suggests, Security is provided in terms of access to the Power BI resources. You can use row-level security (RLS) with Power BI Desktop to restrict data access for given users. Filters restrict data at the row level. You can define filters within roles.
Steps to configure Row Level Security (RLS) in Power BI Embed Reports plugin.
1. How to configure RLS in Power BI?
You can refer to this page for settings up RLS and Roles in Power BI Desktop Application. Click here to know more
Once you have created roles in Power BI Desktop and want them to be available in the cloud Power BI application, you can follow the steps below to easily publish the dataset/report containing RLS
- In Power BI Desktop, choose File > Publish > Publish to Power BI or select Publish on the Home ribbon.
- Sign in to Power BI if you aren't already signed in.
- Select the destination from your search list of available workspaces. Once you have seleted the workspace then click the Select button to publish.
- When publishing is complete, you will receive a success message and a link on your report. Select the link to open the report in your Power BI site.
You have successfully published the report on your Power BI site.
2. How to configure RLS in Power BI Embed Reports Plugin?
To configure RLS settings in Power BI Embed Reports (Premium / Enterprise) plugin you can refer to the video linked here or follow the steps given below:
- Navigate to the Power BI Embed Reports plugin that you have installed previously.
- In the Power BI Tab of the plugin, click on the + button as shown below:
- You will be presented with the screen as shown below, here you can see the Enable RLS(Row Level Security) settings toggle button, kindly enable the toggle for configuring the RLS feature.
- Once the toggle is enabled you would need to provide the Report ID, Wordspace ID. You can also refer to screenshot below:
- Similarly, for embedding Dataset / Semantic model resource you can find the Dataset ID in the url when you open the dataset / semantic model.
- By configuring the above mentioned dataset_id you will be able to successfully map the roles from the dataset / semantic model in Power BI to the WordPress Roles/Memberships by using the Roles/Memberships-RLS Mapping
- You can enter roles configured in Power BI to be mapped in front of specific roles of WordPress or Memberships of 3rd Party Plugins.
- As you complete all the configurations as mentioned above, click on Save and you would see the shortcode.
- Then simply copy the shortcode and paste it on the page wherever needed as per your requirement.
For example: https://app.powerbi.com/groups/4a87ee32-6497-495d-8a83-12cfa485afb2/reports/327bdb5a-4702-4e63-a394-7f04f99c7525 here the Worspace ID is 4a87ee32-6497-495d-8a83-12cfa485afb2 and Report ID is 327bdb5a-4702-4e63-a394-7f04f99c7525
For example: https://app.powerbi.com/groups/me/datasets/280c0e17-09b9-4cb3-9507-bb652cbe8906/details Here dataset id is 280c0e17-09b9-4cb3-9507-bb652cbe8906
For example: If you have created state based rows in Power BI then map State1 role from Power BI to the WordPress or Third Party Plugin Role that may also be named as State1
Power BI Row Level Security Use Cases
Implementing Row Level Security in Power BI is a must if your dataset / semantic model includes sensitive information (for example, information related to company financial accounts, customer information, or patient information).
Below-mentioned is a list of the Row Level Security use cases seen across many organizations.
- Location-based RLS: When the company wants a user to only view information within a specific area or location (City/State/Country).
- Employee-based RLS: When the company wants an employee to only view information pertaining to his job responsibility. For example, a Store Manager should only view information related to the store’s business.
- Business Line-based RLS: When the company wants a user to only view information within a specific business line (Product/Service/Unit).
- Other RLS: Apart from the above-mentioned use cases, RLS can also be implemented with respect to Time (Month/Year), Customer (Specific Customer/Group of Customers), etc
Power BI is all about Data Analytics, Data Visualization, and Business Intelligence. It is used by Data Professionals all over the world to examine data from multiple sources and create attractive Charts, Dashboards, and Reports according to user-specified data. However, it is quite necessary to protect sensitive Power BI data and one of the best practices to do so is by implementing Power BI Row Level Security (RLS).
Row Level Security ensures that end users only access what they are supposed to see. This page in a way introduced you to Power BI and took you through various aspects of Power BI Row Level Security. Power BI makes Business Analysis more efficient through intuitive, interactive, and easy-to-use services.
If you face any issues or have any queries, please contact us at office365support@xecurify.com and we will help you achieve your use case.
Additional Resources
- WordPress Power BI Integration
- WordPress Power BI Single Sign-On (SSO)
- WordPress Office 365 App Integrations
- Frequently Asked Questions (FAQs)
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