Business Data Analytics & Advanced Excel · Intermediate level

Intermediate level · Module 5: Report Operations and Governance · Lesson 3 of 3

Governance and Row-Level Security

Assign ownership, protect accuracy and restrict what each user sees with row-level security.

In this lesson you will

  • Define data owners and accuracy checks
  • Implement and test row-level security

Key concepts

data owneraccuracy checksrow-level securitytesting roles

The lesson

Every source needs an owner responsible for its accuracy and an agreed process for corrections. Add checks — totals that must match the finance system — and act when they fail.

Row-level security (RLS) restricts which rows each user sees: branch managers see only their branch. Define roles with DAX filters and test them with 'View as'.

Document governance in a short note: owners, definitions, refresh, access and change process.

Step by step

  1. Name an owner for each source.
  2. Add a reconciliation check.
  3. Create and test branch-manager RLS roles.
  4. Write the governance note.

Practice activity

Complete the governance note and RLS for the solution.

Expected result: Tested RLS and a governance note covering owners, definitions, refresh and access.

Check your understanding

  1. What does row-level security do?

    Show answer

    Restricts the rows each user can see.

  2. How is RLS tested?

    Show answer

    With 'View as' for each role.

Taught live by an instructor — online or in person. Free course lessons are for self-study and do not lead to a certificate — see registration options.