Banking Portfolio with Row-Level Security
Branch managers see only their own branch — from one report.
01Business problem
A retail-banking dataset had to be shared with 12 branch managers, each of whom should see only their own accounts, balances and loans.
02Approach
A branch dimension was linked to a security table of user e-mails. Dynamic RLS (USERPRINCIPALNAME) filters every visual automatically. Balance bins group customers into bands for segment analysis.
03What's inside
- Accounts, balances, loans and NPL % KPIs
- Dynamic row-level security by branch
- Balance bands (binning) for segment analysis
- Loan portfolio by product and risk grade
04Insights & outcome
One published report serves every branch securely instead of twelve copies.
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