Manage Roles by using SSMS (SSAS Tabular)

You can create, edit, and manage roles for a deployed tabular model by using SQL Server Management Studio.

Tasks in this topic:

  • To create a new role

  • To copy a role

  • To edit a role

  • To delete a role

Warning

Re-deploying a tabular model project with roles defined by using Role Manager in SQL Server Data Tools will overwrite roles defined in a deployed tabular model.

Warning

Using SQL Server Management Studio to manage a tabular model workspace database while the model project is open in SQL Server Data Tools (SSDT) may cause the Model.bim file to become corrupted. When creating and managing roles for a tabular model workspace database, use Role Manager in SQL Server Data Tools.

To create a new role

  1. In SQL Server Management Studio, expand the tabular model database for which you want to create a new role, then right click on Roles, and then click New Role.

  2. In the Create Role dialog box, in the Select a page window, click General.

  3. In the general settings window, in the Name field, type a name for the role.

    By default, the name of the default role will be incrementally numbered for each new role. It is recommended you type a name that clearly identifies the member type, for example, Finance Managers or Human Resources Specialists.

  4. In Set the database permissions for this role, select one of the following permissions options:

    Permission

    Description

    Full control (Administrator)

    Members can make modifications to the model schema and can view all data.

    Process database

    Members can run Process and Process All operations. Cannot modify the model schema and cannot view data.

    Read

    Members are allowed to view data (based on row filters) but cannot make any changes to the model schema.

  5. In the Create Role dialog box, in the Select a page window, click Membership.

  6. In the membership settings window, click Add, and then in the Select Users or Groups dialog box, add the Windows users or groups you want to add as members.

  7. If the role you are creating has Read permissions, you can add row filters for any table using a DAX formula. To add row filters, in the Role Properties - <rolename> dialog box, in Select a page, click on Row Filters.

  8. In the row filters window, select a table, then click on the DAX Filter field, and then in the DAX Filter - <tablename> field, type a DAX formula.

    Note

    The DAX Filter - <tablename> field does not contain an AutoComplete query editor or insert function feature. To use AutoComplete when writing a DAX formula, you must use a DAX formula editor in SQL Server Data Tools.

  9. Click Ok to save the role.

To copy a role

  • In SQL Server Management Studio, expand the tabular model database that contains the role you want to copy, then expand Roles, then right click on the role, and then click Duplicate.

To edit a role

  • In SQL Server Management Studio, expand the tabular model database that contains the role you want to edit, then expand Roles, then right click on the role, and then click Properties.

    In the Role Properties <rolename> dialog box, you can change permissions, add or remove members, and add/edit row filters.

To delete a role

  • In SQL Server Management Studio, expand the tabular model database that contains the role you want to delete, then expand Roles, then right click on the role, and then click Delete.

See Also

Concepts

Roles (SSAS Tabular)