some of the rep wantes to see their territory data on Pulse metrics.
Is it possible to do this on Tableau Pulse ?
or is their any capability of pulse we can achieve.
can you share a scenario or solution if I can achieve this?
#Tableau Desktop & Web Authoring #Tableau Pulse
Hi, starting november, you may use an advanced pulse definition to add your user filters:
https://help.tableau.com/current/online/en-us/pulse_intro.htm#added-november-6-2025To create an advanced metric definition:
https://help.tableau.com/current/online/en-us/pulse_create_metrics.htm#advancedThus, you can create a simple expression like:
[Territory Owner] = USERNAME()
Or you may create more intrincated logic where you have an all access group, and the other people will be applied the RLS
IF ISMEMBEROF('Managers') THEN TRUE
ELSE [Territory Owner] = USERNAME()
END
After you have created the filter (as a calculated field) in the advanced definion dialog, drag it into the filter shelf, drag a date to the time dimension shelf and a measure to measure shelf. Then select apply.
If this post resolves the question, would you be so kind to "Accept this Answer"?. This will help other users find the same answer/resolution and help community keep track of answered questions. Thank you.
Regards,
Diego Martinez
Tableau Visionary and Tableau Ambassador