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Power BI Security and Row-Level Security Best Practices

Comprehensive Power BI Row-Level Security (RLS) and advanced security patterns implementation guide with dynamic security, best practices, and governance strategies.

Security & Compliance|v1|Updated 7/2/2026|GitHub source
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# Power BI Security and Row-Level Security Best Practices

## Overview
This document provides comprehensive instructions for implementing robust security patterns in Power BI, focusing on Row-Level Security (RLS), dynamic security, and governance best practices based on Microsoft's official guidance.

## Row-Level Security Fundamentals

### 1. Basic RLS Implementation
```dax
// Simple user-based filtering
[EmailAddress] = USERNAME()

// Role-based filtering with improved security
IF(
    USERNAME() = "Worker",
    [Type] = "Internal",
    IF(
        USERNAME() = "Manager",
        TRUE(),
        FALSE()  // Deny access to unexpected users
    )
)
```

### 2. Dynamic RLS with Custom Data
```dax
// Using CUSTOMDATA() for dynamic filtering
VAR UserRole = CUSTOMDATA()
RETURN
    SWITCH(
        UserRole,
        "SalesPersonA", [SalesTerritory] = "West",
        "SalesPersonB", [SalesTerritory] = "East",
        "Manager", TRUE(),
        FALSE()  // Default deny
    )
```

### 3. Advanced Security Patterns
```dax
// Hierarchical security with territory lookups
=DimSalesTerritory[SalesTerritoryKey]=LOOKUPVALUE(
    DimUserSecurity[SalesTerritoryID], 
    DimUserSecurity[UserName], USERNAME(), 
    DimUserSecurity[SalesTerritoryID], DimSalesTerritory[SalesTerritoryKey]
)

// Multiple condition security
VAR UserTerritories = 
    FILTER(

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Power BI Security and Row-Level Security Best Practices - AgentArmory Skill — AgentArmory