ViewZen Dashboard Design Series : Part 8 of 8

Access Control, Data Retention & Governance

Dashboards fail not because of bad charts, but weak governance. Learn how access control, data retention, and sharing policies form the backbone of scalable analytics.

The 2-Minute Gist

Governance is the backbone of trust. Scalable analytics requires:

  • RBAC (Role-Based Access): Ensure users see only relevant data automatically.
  • Data Retention: Define clear archival and deletion policies for performance and compliance.
  • Embedded Governance: Enforce rules in the data layer, not just via policy documents.

Dashboards fail not because of bad charts, but weak governance. Learn how access control, data retention, and sharing policies form the backbone of scalable analytics systems.

  • What happens with weak analytics governance
  • Someone shares a screenshot they shouldn’t
  • Someone sees data they shouldn’t
  • An audit question cannot be answered

Why Governance Is the Most Underrated Part of Analytics

Governance isn’t exciting.

It doesn’t:

  • Impress in demos
  • Increase chart counts
  • Look good in screenshots

Dashboards without governance work, until they don’t.


Governance Is Not a Policy Document

A common mistake is treating governance as:

  • A PDF
  • A compliance checklist
  • An afterthought

In reality, governance must be:

  • Designed into the system
  • Enforced automatically
  • Visible but unobtrusive

The best governance systems don’t feel restrictive; they feel reliable.

A decision-first dashboard design playbook, translated into an executable Excel matrix. Built from real operational reviews, not BI demos.


Pillar 1: Access Control - Who Can See What, and Why

Access control is about trust boundaries. Not everyone needs to see everything and that’s a feature, not a limitation.

Role-Based Access Control (RBAC)

RBAC assigns access based on role, not individual preference.

Examples:

  • Leadership → aggregated views
  • Country teams → country + subordinate levels
  • Analysts → broader access with restrictions

RBAC ensures:

  • Consistency
  • Scalability
  • Predictability

Without RBAC, access becomes manual and manual always breaks.


Row-Level Access

Row-level access limits which records a user can see.

For example:

  • A department user sees only their department’s data
  • A country user sees data only for the country

This allows:

  • One dashboard
  • Multiple audiences
  • Without duplication

Row-level security is essential for multi-tenant or multi-jurisdiction systems.


Column-Level Restrictions

Not all data is equally safe. Some columns may include:

  • Salary information
  • Personal identifiers
  • Sensitive attributes

Column-level restrictions ensure:

  • Sensitive fields are hidden
  • Non-essential data is masked
  • Privacy is respected by default

Good dashboards protect users even from accidental misuse.


Access Control Is Also About Accountability

Access determines responsibility. If someone can see a KPI:

  • They should understand it
  • They should be able to act on it
  • They should be accountable for outcomes

Showing data without accountability creates spectators, not owners.


Pillar 2: Data Retention - How Long Data Lives (And Why)

Most teams don’t think about retention until:

  • Storage explodes
  • Performance slows
  • An audit asks uncomfortable questions

Retention must be intentional.


Why Retention Policies Matter

Retention affects:

  • Historical analysis
  • Trend comparability
  • Compliance
  • Storage cost
  • System performance

Keeping everything forever is:

  • Expensive
  • Risky
  • Often unnecessary

Deleting too aggressively:

  • Loses institutional memory
  • Breaks trends
  • Undermines accountability

Designing Retention Strategically

Effective retention policies define:

  • What data is archived
  • What data is deleted
  • When each action occurs

Example:

  • Retain KPI snapshots for 5 years
  • Archive raw transactional data after 3 years
  • Delete personally identifiable data after legal limits

Retention is about value vs cost, not hoarding.


Archival Is Not Deletion

Archival:

  • Preserves data
  • Moves it to lower-cost storage
  • Keeps it accessible when needed

Deletion:

  • Is permanent
  • Requires confidence
  • Must be defensible

Good systems separate:

  • Active analytics data
  • Historical reference data
  • Compliance-driven storage

Pillar 3: Data Sharing for Transparency

Dashboards are rarely isolated. Data is often shared with:

  • Other departments
  • External systems
  • Public dashboards
  • APIs

Sharing increases value, but also risk.


Internal Data Sharing

Internal sharing enables:

  • Cross-functional alignment
  • Integrated reporting
  • Better decisions

But it must respect:

  • Access boundaries
  • Context
  • Interpretation

Sharing raw numbers without context creates misalignment.


Public Dashboards

Public dashboards are powerful:

  • They build transparency
  • They increase accountability
  • They improve trust

But public data must be:

  • Carefully curated
  • Aggregated appropriately
  • Stripped of sensitive detail

Public ≠ raw.


API-Based Sharing

APIs allow:

  • System-to-system integration
  • Automation
  • Real-time data flows

APIs must enforce:

  • The same access rules as dashboards
  • Rate limits
  • Audit logs

Otherwise, governance collapses at the integration layer.


Governance Must Be Enforced by Design

The biggest governance failure happens when:

  • Rules exist on paper
  • Enforcement relies on discipline

Governance must be:

  • Embedded in data models
  • Enforced automatically
  • Consistent across dashboards, exports, and APIs

How ViewZen Analytics Embeds Governance by Default

In ViewZen Analytics, governance is:

  • RBAC is built into the platform
  • Row and column-level access is enforced centrally
  • KPI snapshots respect access rules
  • Data sharing is controlled and auditable

A Practical Governance Checklist

Before scaling analytics, ask:

  • Who should see this data?
  • At what level?
  • For how long should it exist?
  • Can it be shared safely?
  • Is enforcement automated?

Closing Thought: Governance Is the Price of Trust

Governance is the foundation on which scalable, decision-driven organizations are built.

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