Security Patterns for Dataverse Data in Power BI

Understanding how to manage securing data from Dataverse into Power BI is important for a proper design. There are three significant approaches to be considered based on the use case for any given report. Within an organization any combination of these – or only a single approach may be used across the variety of reports deployed.
The video includes references to a number of important and relevant pages that should be reviewed as part of the design planning phase of any implementation.
Overview of Dataverse / Power Platform Modeling for Power BI:
Report-Level Sharing:
DirectQuery Guidance (2 Docs):
Row Level Security (RLS) Guidance (2 Docs):

00:00 Introduction
01:22 Dataverse Security is like Snowflakes
02:20 Three Patterns of Security
02:35 Intro to Report-Level
03:55 Intro to Row-Level
04:20 Intro to Direct Query
05:13 Report-Level
05:41 Direct Query
07:55 Row-Level Security Guidance
09:35 RLS Demo
14:09 The Example Security Table
17:41 General Comparison of Patterns
19:58 Wrap-up

[paulchang]

Thank you so much for sharing this video!! This is extremely helpful.

[francomussocom]

Excellent video, thanks for sharing 🙏

[erwinsanders]

Thanks for the video a real good explanation how deal with the security of dataverse data

[Patches]

Hi Scott - how would you extend this to enable RLS on multiple fact tables? Would you have a separate RLS permissions table for each fact?

[erwinsanders]

hi scott wil; you share the hybrid formula?