To ensure salespersons can only see rows in the Salesperson table matching their UPN, which actions should you perform?

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Creating a role in Power BI is the most effective way to ensure that salespersons can only see rows in the Salesperson table that correspond to their User Principal Name (UPN). Roles in Power BI facilitate row-level security (RLS), which restricts data access for specific users based on defined criteria. By implementing RLS, you can create a role that filters the data based on the UPN of each salesperson, allowing them to see only the rows that pertain to them.

For example, you can define a DAX expression that filters the Salesperson table such that only records where the Salesperson's UPN matches the current user's UPN are displayed. This method ensures that sensitive data is protected and that users can only view the data intended for them, enhancing data security and compliance with organizational policies.

Other approaches, like adding calculated or conditional columns, do not provide the same level of security and control. These columns might manipulate data representation but will not restrict or filter what users actually see in a report. Therefore, using roles is the appropriate and robust method for implementing row-level security in your Power BI reports.

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