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What is Row Level Security Per Person?

Row level security limits the rows seen by a user based on a set of criteria. Two users will see the same fields but different counts based on their security assignments.

Step 1 - Create your security assignments

This can be an excel you upload into your workbook or a data source you connect your workbook to. At the very least, the security assignments must include (1) Active Directory ID Current and (2) key field that you want to assign.

Example By Department:

View file
nameExample Row Level Security Per Person.xlsx

Department Code

Department

Identity Active Directory ID Current

Employee Display Name AsOf

003009

9 EAST CRC UNIT

rcmadden

Russia Madden

000382

ADV CELL THERAPY LABORATORY

rcmadden

Russia Madden

000429

CAMPUS PLANNING OFFICE

saparnell

Sarah Parnell

003077

CARDIOLOGY CLINIC

saparnell

Sarah Parnell

950000A

CHANCELLOR

saparnell

Sarah Parnell

...

Project Code

Project

Identity Active Directory ID Current

Employee Display Name AsOf

2024234

SP MALAS COOK MEDICAL 22-0401-2H

rcmadden

Russia Madden

2004510

NSA CONSULTING SPIRAL THERA 2020 0292 MAREK

rcmadden

Russia Madden

1500561

RCR 4310120 15000 C61570

rcmadden

Russia Madden

2001757

OTHR Gen Proj Thornton Wireless Telecomm

rcmadden

Russia Madden

1024514

FSU CR HEVNER COMMITTED DISCRETIONARY

saparnell

Sarah Parnell

1500634

RCR 4310152 15000 000000

saparnell

Sarah Parnell

2028379

SP Aronoff-Spencer YALE UNIVERSITY Advanced Spending

saparnell

Sarah Parnell

1006709

DNU SP FDNU SP NSF DGE 1650112 BARRETT

saparnell

Sarah Parnell

1003133

CP MC UCMC Th Convert Frozen Sect Lab Gm

saparnell

Sarah Parnell

1026241

CRV DEAN CMT IDEKER GRAD STIPEND (MEDTIGS)

saparnell

Sarah Parnell

Step

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2 - Add your data and your security assignments

You will be blending two data sources. Add your data source and your security assignments to your workbook.

Example:

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Step

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3 - Add your Username Check

On your security data source create a calculated field to compare the username in your security assignments username against the username of the person using your workbook.

...

Confirm that your calculated field is working by adding your Active Directory ID Current and Security Username Check to your worksheet. You should see ‘True’ next to your username and ‘False’ next to all of the other Usernames. Clear your worksheet now or after applying the Security Username Check filter.

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Step

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4 - Add your Username Data Source Filter

Navigate to the Data Source tab for your Security Assignments. Add a filter for Security Username Check = True.

image-20240319-231622.png

Note: If you are not in your Security Assignment data source do this step last b/c you will not be able to see any data after applying this filter.

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Clear your worksheet if you have not yet.

Step

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4 - Connect your data sources

Add the key field from your primary data source to the worksheet, then add the key field from your security data source.

...

Apply this filter to all worksheets that you would like to have Row Level Security.

image-20240320-225737.pngImage Added

Additional Notes

Steps 5 and 6 can be done in opposite order.

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