Static RLS rules in Power BI - Dashboard Guide

Dashboard Mode - Static RLS rules

Business Question

How can we restrict sales data so that each regional manager only sees data for their own region?

Sample Data

OrderID	Region	SalesPerson	SalesAmount
1001	North	Alice	500
1002	South	Bob	700
1003	East	Charlie	300
1004	West	Diana	400
1005	North	Eva	600
1006	South	Frank	800

Dashboard Components

• KPI Card: Total Sales
  Formula: Total Sales = SUM(Sales[SalesAmount])
  Shows total sales amount visible to the user after RLS filtering.
• Table: Sales Details
  Columns: OrderID, Region, SalesPerson, SalesAmount
  Shows detailed sales rows filtered by RLS.
• Static RLS Rule: Region Filter
  Rule example for North region:
  [Region] = "North"
  This rule restricts data so users assigned to North region see only North sales.

Dashboard Layout

+----------------------+----------------------+
|      Total Sales      |                      |
|       (KPI Card)      |                      |
+----------------------+    Sales Details     +
|                      |      (Table)         |
|                      |                      |
+----------------------+----------------------+

Interactivity

The Static RLS rule applies automatically based on the logged-in user's assigned region. It filters the Sales table so that both the Total Sales KPI and the Sales Details table only show data for that region. No manual filter is needed by the user.

Self Check

If you add a filter to show only Region = South, which components update?

• The Total Sales KPI updates to show the sum of sales only for South region.
• The Sales Details table updates to show only sales rows where Region is South.

Key Result

Dashboard shows total sales and sales details filtered by static region-based RLS rules.