User filters

Let's say that, based on the Sample - Superstore data source, you want to control the Region that the users can see. To do that, you need to set a User Filter.

User filters are a special kind set on Tableau Desktop. They link Tableau Server users to dimension values. It's quite easy to create a user filter:

1. On Tableau Desktop, click on the Server in the top menu, go to Create a User Filter, and choose the Field to secure.
2. Tableau opens a new window where you can select, on the left, a User or a Group and, on the right, the Members of the field that the user or group can see.
3. Once you've created the user filter, you'll see a new set in your data source.
4. To use a user filter, add the corresponding set to the Filter shelf or, better, as a Data Source Filter (with the Use all option).

Note

The reason it's better to add a User Filter on the Data Source filters rather than the Filter shelf is to increase security. If you put a User Filter in the Filter shelf, a...