Imagine this scenario:
Your client has 50 sales managers (or departments, offices, stores etc.) and they’ve got a single dataset containing all data related to their activities.
They want a report that shows performance.But they want each viewer to only be able to see their own performance, and not those of others…
For example, they want to allow me to see my own sales (green rows), but not those of others:How would you approach this in Looker Studio?
Let’s look at a few solutions:
Solution #1: Copy & Paste
You create one main report, finalize it, get it approved. Then you duplicate it 50 times, filter each report to show only a segment of data and share each filtered report with the appropriate person.
It ensures security, but what if the client request tweaks, updates, or changes to the report? How are you going to maintain 50 instances?
Solution #2: URL Filters
You create one main report and you share custom links with personalized URL parameters with each person, effectively applying the filter through the URL.
But what happens if someone removes the URL parameters*?
Will they see all data?
- For those of you who are thinking of "that" other workaround to make sure removing the URL parameter doesn’t work: I get your point, it works. But still, it’s not an elegant solution.
Solution #3: Row Level Security
You create and maintain a single report, using email-based row level security (RLS) and you let Google manage who sees what row based on the email address that they use to access the report.
In today’s short and silent video (2mins), I will show you how to set up email-based row level security using Google Sheet data.