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We are using Tableau Cloud - the dataset used for Pulse Metrics is a published data source based on a live virtual connection (with a data policy applied to ensure row level security).

I have a group of users that should only see row level data that they are assigned to. I have built a series of pulse metrics and was testing this groups ability to view the metrics and when they open the metrics they see nothing:

User cannot see data in pulse metrics (all metrics are blank) 

However, when I open the metrics I see that data (I have universal privileges' so I see all the data, not row level restrictions). What are we doing wrong? Also - when I try to build desktop dashboards on the virtual connection (with data policy applied) or using the published data set - the RLS is not applied - even though I can test it in the virtual connection setup itself.

 

BTW - The policy for this group is: ISMEMBEROF("FSE Users") AND FULLNAME() = [Primary Salesperson] ~~ where the field [Primary Salesperson] matches the users FullName in cloud

 

Does anyone have any tips on how to troubleshoot this?

7 answers
  1. May 21, 2025, 1:04 PM

    @Allison Jones​ 

    Hi, you are missing a lot of parehthesis in your policy, so it can be evaluated correctly:

    //Analytics and Global View

    (ISMEMBEROF("Analytics") OR ISMEMBEROF("Global View") OR ISMEMBEROF("Sales Administration"))

     

    //Area Access (mostly sales)

    OR (ISMEMBEROF("Area - Americas") AND CONTAINS([Area],"America"))

    OR (ISMEMBEROF("Area - Europe") AND CONTAINS([Area],"Europe"))

    OR (ISMEMBEROF("Area - PacAsia") AND CONTAINS([Area],"Pac"))

     

    //FSE Level

    OR (ISMEMBEROF("FSE Users") AND FULLNAME() = [Primary Salesperson])

     

    //Regional Access

    OR (ISMEMBEROF("Regional - Americas East") AND (CONTAINS([Region],"East") OR CONTAINS([Region],"Cent")))

    OR (ISMEMBEROF("Regional - Americas West") AND (CONTAINS([Region],"West") OR CONTAINS([Region],"Cent")))

    OR (ISMEMBEROF("Regional - Europe UK") AND CONTAINS([Region],"UK"))

    OR (ISMEMBEROF("Regional - Europe Germany") AND CONTAINS([Region],"Germany"))

    OR (ISMEMBEROF("Regional - PacAsia - China") AND CONTAINS([Region],"China"))

    OR (ISMEMBEROF("Regional - PacAsia - Taiwan") AND CONTAINS([Region],"Taiwan"))

    OR (ISMEMBEROF("Regional - PacAsia - Taiwan") AND CONTAINS([Region],"Japan"))

    If this post resolves the question, would you be so kind to "Select as Best"?. 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 Forums Ambassador

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