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Dataverse for Teams - individual Table Restriction/ Views

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Posted on by 86

Hello Community,

 

i am using several data tables within a solution based on a microsoft Teams "team".

I can access these tables with Excel PowerQuery and PowerBI to create dashboards or analyze the data.

 

Is there a possibility to restrict the access for this data (i.e. a filter) and only provide a "subset" of the data for different data analysts? I can create views within the table section, but as far as i understood those are only used within the apps.

 

 

Thanks for any info/ hints,

 

best regards

Seb

 

 

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  • Sebastian030 Profile Picture
    Sebastian030 86 on at
    Re: Dataverse for Teams - individual Table Restriction/ Views

    A quick update regarding "row level security" for a dataverse for teams environment.
    Microsoft has updated its documentation "How are Dataverse for Teams and Dataverse different?"

    Dataverse for Teams vs. Dataverse - Power Apps | Microsoft Learn

     

    At Security, the provided table states:

    Security FeatureDataverse for TeamsDataverse
    Field-level securityNoYes

     

    There is no row level based security in a dataverse for teams available, the dataverse needs to be upgraded to use this feature.

  • AhmedSalih Profile Picture
    AhmedSalih 6,678 on at
    Re: Dataverse for Teams - individual Table Restriction/ Views

    @Sebastian030, check this post as @dpoggemann and @EricRegnier  are providing great insight about the user based security. https://powerusers.microsoft.com/t5/Microsoft-Dataverse/Row-level-security-on-Dataverse-Table/td-p/873055

     

     

    If my reply helped you, please give a 👍 , & if it solved your issue, please 👍 & Accept it as the Solution to help other community members find it more.


    I am primarily available on weekdays from 6-10 PM CT and 5-10 PM CT on weekends.


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  • Sebastian030 Profile Picture
    Sebastian030 86 on at
    Re: Dataverse for Teams - individual Table Restriction/ Views

    Hello @AhmedSalih,

     

    thank you for your reply.

    The filter based restriction sounds exactly what i need, unfortunately it focusses on PowerBI filters.

    Let me give you an example what im trying to achieve.

     

    The Table "Sales" has all the data from the sales made.

    DataAnalyst A should only see the Data for the Region "North"; Data Analyst B only for the Region "South".

     

    The DataAnalyts are using different reporting software, some working with excel, some with power bi and some with other BI Toosl.

    Ive excpected to create some virtual tables or views within the dataverse to restrict the data that can be retrieved by a role (North, South, etc).

     

  • Sebastian030 Profile Picture
    Sebastian030 86 on at
    Re: Dataverse for Teams - individual Table Restriction/ Views

    @gowrihalan04  thank you for your reply.

     

    Even if im not sure if "column based security" is the right solution, ive tried to test it within the environment.

    Its not the first time im bumping on challenges resulting from the difference between a "regular Dataverse Environment" and an Environment for Teams.

     

    To secure the column, it says "Sign into PowerApps" by using the url https://make.powerapps.com/.

    Since i cant select the Teams Environment there, i  have to use a direct link from Teams.

    Even if the layout is a little bit different than in the "regular  Dataverse environment", i can select the table sheme and colum details.

    But the advanced options wont give me the change to enable column security.


    Maybe this feature is not available for Dataverses based on a Teams Team?

  • AhmedSalih Profile Picture
    AhmedSalih 6,678 on at
    Re: Dataverse for Teams - individual Table Restriction/ Views

    Hello, @Sebastian030, as a best practice to only load subsets of data that is needed in Power BI, you can use the Query Parameters. Here is a two links for how you can implement this:

    https://powerbi.microsoft.com/en-us/blog/deep-dive-into-query-parameters-and-power-bi-templates/

    https://stackoverflow.com/questions/46715097/get-only-the-data-i-want-from-a-db-but-keep-structure

     

     

    If my reply helped you, please give a 👍 , & if it solved your issue, please 👍 & Accept it as the Solution to help other community members find it more.


    I am primarily available on weekdays from 6-10 PM CT and 5-10 PM CT on weekends.


    Visit my Blog: www.powerplatformplace.com


     

     

  • Gowri Halan Profile Picture
    Gowri Halan 262 on at
    Re: Dataverse for Teams - individual Table Restriction/ Views

    @Sebastian030, At Data verse you can restrict it via security role if data scattered in multiple tables. If it is within same table and you want restrict specific fields then you can use field security profile.

    https://docs.microsoft.com/en-us/power-platform/admin/field-level-security 

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