Testing roles

It is important to the test roles so that we can be certain that the DAX filters defining the roles operate properly. To see our new roles in action, do the following:

  1. First, click on a blank area of the canvas and create a Clustered column chart using Location as the axis and Hours as the value.
  2. Now, from the Modeling tab of the ribbon, click on View as Roles in the Security section of the ribbon. Select Accounting and click the OK button.

Note that the clustered column chart that displays our Hours using our Division Hierarchy now only displays 2001 Accounting and that our clustered column chart that displays Hours by Location displays all three locations, that is, Cleveland, Charlotte, and Nashville. Note the yellow information bar at the top of our canvas that reads Now viewing report as: Accounting.

  1. Click the View as Roles button again, uncheck Accounting, and then view the report as Management, then Technology, and finally by Other Services. Note that, when viewing as Other Services, we see all of our ungrouped Divisions.
  2. Next, test the All group by clicking on View as Roles, unchecking any other roles and checking Alland then clicking on OK. Note that we now see all the Locations and the Divisions. When we click the Stop viewing button in the information bar, nothing changes.
  3. Finally, test out each of the Location roles in turn and verify that the correct location – and only the correct location – is displayed in the clustered column chart that summarizes Hours by Location.
  4. When finished, click the Stop viewing button.
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