When incorporating Power BI reports within enterprise applications, it is important to implement security trimming, which can be achieved through the use of Row Level Security (RLS), Power BI's APIs, and the authentication mechanism of the integrated tools. This is how we would recommend the procedure be undertaken:
Assign Row Level Security in Power BI: This helps set up RLS roles in your Power BI dataset in order to control what data a user can access, depending on who they are. For example, you might want to filter data by user's roles, such as by department or by region, amongst other user-related reasons. Such configurations should be done with the help of DAX codes written in the RLS setup to achieve such backups.
Use Power BI Embedding Authentication mechanisms: In this case, where reports are being embedded, either Power BI Embedded or Power BI REST APIs should be employed. The users will be validated through Azure Active Directory (AAD) and provided with their respective tokens. These tokens serve to pulse identity to Power BI so that users can be rendered with correct RLS settings automatically.
Role Assignment in Dynamic Manner Using Integration of Enterprise Tools: Forward user-specific details like email or role from the business application to Power BI. This process might require adding such attributes to an AAD token or some custom data included in embed tokens. Ensure the application being integrated does not allow any identity other than the application identity to make any user management calls.
Incorporating RLS, secure authentication, and dynamically generated tokens makes it possible to use Power BI reports in other applications without compromising the safety of the data regarding unauthorized users' embellished access.
