Hi All,
I need help and clarification on something related to Tableau Desktop.
My issue is: I have built a dashboard in Tableau Desktop. The ask is to first display specific data of a user when he logs into the Tableau server, and if the user wants - he should be able to switch the view of the dashboard using the Global filters and view data related to other users as well. Is this achievable in Tableau Desktop?
Best regards,
Zohair
Hi Zubair,
Yes! Create a parameter with all users' names plus a value like "Default" or "Me". Then create a calculated field like
[Parameter] = [Name Field]
OR (
[Parameter = "Default"
AND
[Name Field] = USERNAME()
)
USERNAME() is a user function that pulls the user name of the person signed into Tableau Server. Finally filter the view by the above calculation. The downside of this method is that the list of values in the parameter must be manually updated if users are added or removed.
If you can upgrade to Tableau Desktop 2020.1 then you can use a dynamic parameter, which avoids this downside. Before creating the parameter, you would create a calculation with just the formula
USERNAME()
And then you could choose that calculation for "Value when workbook opens", and select the the [Name Field] for "When workbook opens" (you have to select List first). Finally you make a calculation to filter the view, which would just be
[Parameter] = [Field Name]
Hope this answers your question!
