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edenz93 committed Apr 22, 2024
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Expand Up @@ -30,15 +30,15 @@ You can download the [desktop application](https://powerbi.microsoft.com/en-us/d

The interface:

![GUI for desktop app](images/pbi/ez_1a.png)
![GUI for desktop app]{attach}(images/pbi/ez_1a.png)

There are 3 main tabs on the LHS (from top to bottom):

1. **Report:** You create reports and visuals, where most of your creation time is spent.
2. **Data:** You see the tables, measures, and other data used in the data model associated with your report and transform the data fro best use in the report's model.
3. **Model:** You see and manage the relationships among tables in your data model.

![LHS menu](images/pbi/ez_1b.png)
![LHS menu]{attach}(images/pbi/ez_1b.png)

<br>

Expand All @@ -58,36 +58,36 @@ RLS allows you to restrict access to rows of data based on the characteristics o

1. **Define Roles**: In Power BI Desktop, create roles and define RLS rules using the GUI or DAX expressions in the "Manage Roles" section.

![Manage access toolbar](images/pbi/ez_1d.png)
![Rules using filter](images/pbi/ez_1e.png)
![Rules using DAX](images/pbi/ez_1f.png)
![Manage access toolbar]{attach}(images/pbi/ez_1d.png)
![Rules using filter]{attach}(images/pbi/ez_1e.png)
![Rules using DAX]{attach}(images/pbi/ez_1f.png)

2. **Assign Users or Groups**: In the Power BI service, add users or groups to each role in the dataset settings.

![Adding members](images/pbi/ez_1g.png)
![Adding members]{attach}(images/pbi/ez_1g.png)

3. **Test and Validate**: Thoroughly test each role to ensure users only access authorized data.

![View as roles](images/pbi/ez_1h.png)
![View as roles]{attach}(images/pbi/ez_1h.png)

#### Define permissions for OLS

OLS in Power BI is about controlling who can see and interact with specific parts of your reports and dashboards.

For example:

![OLS example](images/pbi/ez_1i.png)
![OLS example]{attach}(images/pbi/ez_1i.png)

1. **Identify Objects**: Determine which objects in your Power BI content need restricted access.

2. **Define Access Permissions**: Decide who should view, edit, or interact with each object using roles.

![Tabular editor](images/pbi/ez_1j.png)
![Using roles to define permissions](images/pbi/ez_1k.png)
![Tabular editor]{attach}(images/pbi/ez_1j.png)
![Using roles to define permissions]{attach}(images/pbi/ez_1k.png)

3. **Access Settings to Manage Permissions**: Navigate to workspace or report settings in Power BI. Set permissions for each object, specifying users or groups and their access level.

![Table permissions](images/pbi/ez_1m.png)
![Table permissions]{attach}(images/pbi/ez_1m.png)

4. **Test**: Ensure permissions work as intended by testing thoroughly.

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