The dataset would look something like this:
USER JOB ROLE
User1 RoleA
User2 RoleB
User3 RoleB
User4 RoleA
User5 RoleB
Those in RoleA should be able to see DashboardA & RoleB DashboardB.
The list of users is large & creation/maintenance of Server groups is impratical as the movment of people into/out of roles is quite common.
I have considered using Dynamic Zone visibility, but cannot create a boolean calculated field (i.e. [RoleA?] or [RoleB?]) that is available to select as an option for "Control visibity using vale" in the Dashboard layout section.
Hi @Simon Vaughan-Long you can create a user level filter for the same.
- First you need to create a File(csv or anything) having Username and Job roles along with the column that you want to filter for different users.
- Go to the Tableau Desktop and join or create a relationship of the Data for which you want to create dashboards with this newly created file, make an extract connect and come to sheet 1 by saving the file.
- Then at the top pane, click on server connect to the Tableau Server and publish the data source.
- Then again come to Tableau Desktop, click on server and create user level filter on the column which you want to filter according to the job role.
- Then you can create your workbook and dashboard in the Tableau Desktop and see the changes by switching to different user.
Condition for this is all the users which you are mentioning must be the users of your Tableau Server.
For more information regarding user level filter please refer to the:
Create a User Filter and Secure it for Publishing - Tableau
Restrict Data Access with User Filters and Row Level Security - Tableau
I hope this helps. If you got your resolution please upvote and mark my answer as best.
Regards
Garvit
