Row-level filters
To create a row-lever filter, your Data Source must contain a field with the name of the Tableau Server Users. This solution only works when the access level is already defined in your data. This option uses a Tableau function called USERNAME()
that returns the username of the currently logged-in user.
Again, the best way to understand this is with an example. You can reproduce the tutorial with your own Users and Groups in your Tableau Server and the Sample - Superstore
Data Source.
In my case, I've created three Users in Tableau Server and the following Excel file, which I named User Access.xlsx
:
In the Excel file, we specified that the following:
- John Snow has access to all the Regions (do not confuse John Snow, a famous epidemiologist who discovered, in 1854, that cholera deaths were clustered around the water pumps in London thanks to data visualization, with Jon Snow, who knows nothing).
- William Playfair only has access to West.
- Charles Minard only has access to Central...