Book Image

Microsoft Power BI Complete Reference

By : Devin Knight, Brian Knight, Mitchell Pearson, Manuel Quintana, Brett Powell
Book Image

Microsoft Power BI Complete Reference

By: Devin Knight, Brian Knight, Mitchell Pearson, Manuel Quintana, Brett Powell

Overview of this book

Microsoft Power BI Complete Reference Guide gets you started with business intelligence by showing you how to install the Power BI toolset, design effective data models, and build basic dashboards and visualizations that make your data come to life. In this Learning Path, you will learn to create powerful interactive reports by visualizing your data and learn visualization styles, tips and tricks to bring your data to life. You will be able to administer your organization's Power BI environment to create and share dashboards. You will also be able to streamline deployment by implementing security and regular data refreshes. Next, you will delve deeper into the nuances of Power BI and handling projects. You will get acquainted with planning a Power BI project, development, and distribution of content, and deployment. You will learn to connect and extract data from various sources to create robust datasets, reports, and dashboards. Additionally, you will learn how to format reports and apply custom visuals, animation and analytics to further refine your data. By the end of this Learning Path, you will learn to implement the various Power BI tools such as on-premises gateway together along with staging and securely distributing content via apps. This Learning Path includes content from the following Packt products: • Microsoft Power BI Quick Start Guide by Devin Knight et al. • Mastering Microsoft Power BI by Brett Powell
Table of Contents (25 chapters)
Title Page
About Packt
Contributors
Preface
Index

Security roles


Per Chapter 7, Planning Power BI Projects, the required data security for this project is to limit the visibility of the Adventure Works sales team users to their respective sales territory groups. There are three sales territory groups (North America Sales Group, Europe Sales Group, and Pacific Sales Group), and, as described in the previous chapter, cross-filtering relationships exist between the Sales Territory dimension table, and all three fact tables (Internet Sales, Reseller Sales, and Sales and Margin Plan). Therefore, security roles with a filter condition on the given sales territory group will also filter the fact tables, and business users mapped to these roles will only see data associated for their Sales Territory group.

Security roles are defined in Power BI Desktop via the Manage roles dialog of the Modeling tab as shown in the following screenshot:

Managing security roles

Note

In this example model, the Sales Territory dimension table has a single direction one...