With row-level security in Tableau, can we dynamically restrict the data that is displayed when a user is logged in to their custom portal—without having to create multiple, customized dashboards to meet security needs.
Hello @Ramesh P,
Row-level security isn't quite as straightforward as the marketing implies - unfortunately.
RLS is a very clever function within Tableau and Tableau Server (and Online etc), the trouble is as with everything Tableau, such huge amounts of flexibility isn't always achievable as a point-and-click solution:
RLS utilises the server-controlled User functions: IsMemberOf, FullName, IsFullName, IsUsername, UserDomain, and Username as the basis of calculations to determine whether a user or group of users can perform specific actions.
When building, for simplicity, I tend to create a portal that controls access to a whole workbook, though we can get very granular by building the checks on the calculation level or even implementing as a data-source filter - though when we start speaking data-sources, it is often best to utilise a lookup table joined to the primary data source, then pass the value of the connected user down to the data server instead.
Steve
