Hello, I have the following problem and would greatly appreciate your help.
There is a simple sales ranking of sales representatives. The representative who achieves the highest sales growth (2026 vs. 2025) receives 10 points, the next one receives 9 points, and so on, with the lowest-performing representative receiving 1 point.
Each sales representative has access to Tableau dashboards, but only for their own sales data. How can I create a calculation that allows them to see their position in the ranking?
In other words, when a representative (e.g., representative J) logs into Tableau, they can see their number of points (e.g., 8), but they cannot see other representatives' data.
#Trailhead Challenges
Yes, this is possible in Tableau, but there is one important limitation: if each sales representative is restricted by user-level security to see only their own data, Tableau cannot calculate a true rank across all representatives inside that same filtered view, because the other representatives are removed before the rank is calculated.
The usual solution is to calculate the ranking before row-level security is applied. For example:
- Create a separate aggregated table or data source that stores each representative’s sales growth and assigned points.
- Calculate the rank in that source using all representatives’ data.
- Then use user-based filtering so each logged-in representative only sees their own final rank/points row.
Another option is to calculate the ranking in the database or ETL layer and expose only:
- Representative name/login
- Growth %
- Rank
- Points
Then, in Tableau, filter by the logged-in user using USERNAME().
So the key idea is:
Rank must be precomputed on the full dataset, then Tableau can securely show only the logged-in user’s own position.
