Data security in which certain users or groups of users are prevented from viewing a portion of a dataset is often a top requirement in Power BI deployments. Security implementations can range in complexity from mapping user or security group accounts to simple security roles based on a single dimension value, to dynamic, user-based security with dedicated user permissions tables and dynamic DAX functions embedded in the dataset. Given the variety of use cases and the importance of this feature to securely share a dataset across stakeholders, it’s important to understand the process and techniques available for developing, testing, and operationalizing data security roles.

In addition to row level security (RLS) roles, dynamic user-based filter context techniques can also be used to simplify and personalize the user experience. For example, the filter conditions...