Effective data governance policies, procedures, and technology help ensure that your data is secure, private, accurate, available, and usable. This article outlines the features of Looker Studio that can help you to control access to your organization's sensitive information, while still promoting data democratization—giving more people access to more data.
- The need for controlling access to your data
- Recommendations
- Use data credentials to control who can access the data
- Use reusable data sources to prevent editor access
- Hide or remove sensitive fields
- Restrict sharing and downloading of sensitive reports and data sources
- Apply row-level security to the data
- Set organization level sharing and access options
The need for controlling access to your data
Implementing strong data governance policies and controlling access to your data helps you achieve the following benefits:
- Protect sensitive information
- Ensure data integrity
- Meet compliance requirements
- Maintain stakeholder trust
Protecting sensitive information
Looker Studio reports often leverage data that contains confidential information such as personally identifiable information (PII), financial data, and proprietary business strategies. Controlling who can access this data is paramount in preventing data breaches and unauthorized disclosures.
Ensuring data integrity
Restricting data modification privileges to authorized personnel helps safeguard the accuracy and reliability of the data. This is particularly crucial for reports that are used in decision-making processes.
Meeting compliance requirements
Many industries operate under strict data privacy regulations, such as GDPR and HIPAA. Looker Studio's access control features help you to adhere to these regulations, mitigating legal risks.
Maintaining stakeholder trust
Demonstrating a commitment to data security through robust access controls fosters trust with your clients and partners. It assures them that their data is handled responsibly and securely.
Recommendations
To implement the strongest data governance features in Looker Studio, consider the following recommendations:
- Use Viewer's Credentials or Service Account Credentials (if possible) for your data sources.
- Use reusable data sources in your reports.
- Hide or remove sensitive fields from the data source.
- Restrict sharing and downloading of sensitive reports to limit access to specific individuals or groups.
- As a report owner, prevent editors from changing access and adding new people.
- Apply row-level security to the data.
- For Google Workspace and Cloud Identity organizations, utilize administrator settings to enforce default policies for data access controls.
The rest of this article elaborates on these recommendations.
Use data credentials to control who can access the data
Data credentials determine who can see the data that is provided by a data source. Looker Studio uses several types of data credentials:
- Owner's Credentials let other users access the data by using the credential owner's authorization. This option means that other people can view or create reports that use this data without requiring them to have their own access to the dataset.
- Viewer's Credentials rely on each individual report viewer's credentials to access the data. This option restricts the ability to view the data in the data source to people who also have access to the underlying dataset.
- Service Account Credentials rely on a special type of Google account that represents a non-human user, which can be authenticated and authorized to access data.
Learn more about data credentials.
Use reusable data sources to prevent editor access
Data sources can be either embedded in a report or be a separate reusable asset. The type of data source is significant from the viewpoint of restricting access to the data.
Data sources that you create when editing a report are embedded in it. Anyone who can edit the report can also edit the data source and its connection. Sharing or copying the report also shares or copies any embedded data sources. While embedded data sources simplify collaboration, they can also let viewers access data and metadata by copying the report. You can prevent this by configuring the report's sharing settings.
Data sources that you create from the Looker Studio home page are reusable. Access to these reusable data sources is restricted. Only users with explicit access can edit these sources. Additionally, modifications to the data source connection are limited to the owner of the data source credentials.
Hide or remove sensitive fields
If your dataset includes fields that you don't want exposed in your reports, you can hide or remove them from the data source.
Hide fields
Data source editors can selectively hide fields from the report's field list, preventing report editors from seeing those fields. Data source editors can still see and unhide hidden fields.
Remove fields
Data source editors can remove fields entirely from the data source, making them inaccessible to report and data source editors and viewers. Reconnecting the data source or refreshing fields will add removed fields back to the data source.
Learn more about hiding and removing fields.
Restrict sharing and downloading of sensitive reports and data sources
As a report owner or editor, you can limit who can view or edit your reports. You can also prevent viewers from downloading, printing, and copying a report or data source, and you can restrict viewer access to other features that can potentially reveal sensitive information.
Limit the people with whom you share
When you share a report or data source, you can choose to limit access to specific individuals, to Google Groups, or to your entire domain. This helps you balance your need to share information broadly while ensuring that sensitive data is accessible only to authorized personnel.
As the owner of a report or data source, you can prevent editors from changing access and adding new people.
Prevent downloading, printing, and copying reports
Report editors can disable the download, print, and copy functions for viewers, preventing them from easily disseminating the data.
Additional viewer restrictions
Report editors can prevent viewers from doing the following:
- Viewing and creating alerts
- Generating Slides with Gemini in Looker
- Viewing advanced applied filters
Learn more about sharing restrictions.
Apply row-level security to the data
If your data can be associated with individual user email addresses, consider implementing the filter by email feature in the data source. This feature requests report viewers to allow Looker Studio to access their email address and use that to filter the data coming from the data source to only those rows that they are allowed to see.
Learn more about filtering by email.
Set organization level sharing and access options
If you're using Looker Studio in a Google Workspace organization, your administrator can set default policies for the following data access controls within your org:
- Prevent report editors from setting Owner's Credentials for data sources. This prevents editors from accessing data that they wouldn't typically have permission to see.
- Restrict where scheduled email deliveries can be sent, including limiting email delivery to internal domains or disabling Google Chat delivery to external recipients.
- Set downloading restrictions for viewers.
- Set policies for how users add or create data sources from third-party connectors.
- Set policies for how users grant access to new and existing third-party visualizations.
Learn more about Looker Studio's enterprise administrator features.