![]() Though we aren’t quite finished yet, we can build out a view that allows us to understand if everything looks right at this point. We should then bring in our data table which contains our roles and the values with which they should have access to.Īnd finally we should bring our users in… Let’s start by bringing our actual data into the data window, in this case, the orders table from Sample Superstore. Now it’s time to bring this all into Tableau. Storing the data in separate tables can also improve performance thanks to multi-table extracts. This information doesn’t have to be stored in a separate table, but it’s easier to manage if you have multiple people in the same role. Step 2 is then to create a table which gives information on the fields and data within said fields that each user role should be able to see. Step 1 with this solution is to create a table (using whatever datasource format you like) of people assigned to the different roles within our business. Geographic region, and therefor they need all data relating to sales in theĪnd Category Subordinates who’s role it is to focus on a specifcĬategory of products, within a specific geography. Managers who’s role it is to understand maximise profit in their Managers these individuals need access to all data relating to Senior management, so need and have the right to access all data. These individuals make decisions across the entire business, and are also Want our sales data to be permissioned so that each individual within theīusiness has access to the data that is relevant and appropriate (security Hierarchy alongside our hierarchy, we also have an array of business units. We own a business, and within our business we have a However, for more information about the former method, there is a great knowledge base article available, curated by Tableau themselves. ![]() This method is what I’m going to cover in this blog. In these cases, we would recommend a different approach, which is merging your datasource with a security table. This is because you may have thousands of different values within the Region field or there may be many levels of complexity and different role types within the organisation. The above is a handy feature, but it doesn’t really work at scale. Once I create this user filter, I can then use the set which it creates on the filter shelf which will then restrict the view based on the user whom is logged in. ![]() Users will then select the field with which they want to apply the filter against, and then map the values to the relevant groups or individual user which should have access to said rows of data. Developers can navigate to the ‘Server’ pane on the toolbar and (providing they are signed in, and viewing a worksheet), select the option to ‘Create User Filter’. ![]() The first, is a feature build into the Tableau Desktop product. Historically, there are two methods for implementing User Filtering in Tableau Server. “we want to publish information on salary data, but each individual should only be able to access their own details” The First Way “our brand managers shouldn’t be allowed to see sales “we want our regional managers to only see the data for the It is the process of restricting the data a userĬan view based on who is viewing the dashboard. “User Filtering” aka “Row-level Security” is a nifty featureĪvailable in Tableau Server. 14 February, 2020 User Filtering with a Security Table in Tableau Server ![]()
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