Hi all Tabby experts,
Would somebody please tell me the possibility of this idea in Tableau?
I published a workbook that has data for Department 1, Department 2, 3 and so on. When they clicked on say Department 1, there is detail table at the bottom of the dashboard that will give data relevant to Dept 1 only. Later on, some users would ask if there is a way to make the report such that they can only see data relevant to their department. So department 1 doesn't care about dept 2 for example.
I can create a report for each of the group and apply a filter to limit the data but I am thinking if I can re-purpose the consolidated workbook I created for 10 departments. Before creating new set of reports, I wanted to ask if I can just create a view within that consolidated dashboard, one for each Department? So I will still be using the same dashboard but in the user's level, it looks like the report is only for their department because other data is sort of "hidden". Is there such kind of customization when publishing a workbook?
Thanks very much to all. If i need to clarify more on this, please let me know.
Regards,
Jhun
Hey Jhun,
This sounds like a great use-case to Restrict Data Access with User Filters and Row Level Security. I'd look in particular at this section: Create a dynamic filter using a security field in the data. The basic idea is to have a table in your data source where you map each username to its department. With that, you can create a filter based on the username logged in Tableau Server, so that only data mapped to it shows up on a view or dashboard.
The process is also shown towards the end of this video: Data Security with User Filters
Hope this helps!
