Access to Power BI migration

Business reporting lived in Microsoft Access: fragile, single-user, and impossible to secure per person. The goal was a modern reporting layer where each broker sees exactly their own book of business and nothing else.

I designed the replacement around Power BI with row-level security driven by a security mapping table - a single source of truth for who may see which rows. Rather than standing up an on-premises data gateway (another component to patch and maintain), the data lands in Azure SQL Database, which Power BI can reach natively from the cloud.

The work covered the data model, the RLS design, the Azure SQL schema, and the reports themselves - plus the essential final step: verifying the new reports reconciled exactly with the old Access output before anyone switched over.

• —One governed reporting layer instead of scattered Access files.
• —Per-user security enforced in the data model rather than by file access.
• —No on-premises gateway to maintain - the entire path is cloud-native.