We are an Infinite Campus district and have Tableau to create visualizations of student data. Our Director of Testing and Assessment wants our schools' principals to have access ONLY to data from their respective school site and not see any other. We have been using CIC for most of our Tableau help, but I'm not getting much right now. Here's what CIC told me about my question:
If you are using the Tableau Group in IC and your users are in that group then the users will only see the calendars that they have rights to when using the UserSecurity T/F Field in the viz.
I don't understand where to go from here and I'm hoping someone here can help. Here are some questions about all of this:
1) Do I create user accounts for the principals in Tableau and put them in their own group and give that group the permissions?
OR
2) Do I create the user accounts for the principals in Tableau and make individual groups for each school site and put the principals in their respective site group?
OR
3) I'm off base here and have to do something completely different?
Any insight to creating groups in an education setting that will accommodate this requirement would help. Thanks in advance.
The easiest way to do this is if you are using datalinks in Infinite Campus to access your Tableau reports.
1. Make sure you use the security T/F option that CIC referenced in the Viz and set it to True.
2. Create a datalink for the report in IC and grant a tool right access for that link to the User or User Group (depending on how you do it at your district. I would suggest the group).
By limiting it to tool right access, you ensure that only people who need the report have access to it. At the point when they actually click the data link, the Tableau Viz security that you set up will kick in and the Principals will only view the calendars for which they have access..
If it is an assessment however, most assessments in Infinite Campus are not tied to a calendarID but simply tied to a student. If you look at the TestScore table, calendarID is not an option. If you want security for assessments, you can write specific sql to do the appropriate linking between test date, schoolID and end year to match to a calendarID.
Most of the tables we use to run Tableau have been created in our data warehouse so that we have consistency in data. It allows us to also have field-level security since any field that is potentially problematic (such as free/reduced lunch status) is never written into the table and we therefore do not have to worry about who can view it from the visualization when they look at the data behind it.
