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Dynamic Tableau Dashboard URL Switching Based on User Role (Without Web App Logic)

Hi Team,

We have a JavaScript-based web application where Tableau dashboards are embedded and launched based on user interaction.

Current behavior:

User clicks on the “ABC” tab
A specific Tableau dashboard is launched

New requirement:

We need to dynamically determine which dashboard is launched based on the logged-in user’s role:

If the user has Role A → launch “ABC” dashboard
If the user has Role B → launch “XYZ” dashboard

Important constraint:

This logic must be handled entirely within Tableau (Tableau Server/Cloud or embedding capabilities).

We cannot implement or modify this logic in the web application layer (JavaScript).

Expected behavior:

Only one click on the “ABC” tab
No intermediate/landing dashboard
No additional navigation inside Tableau
Dashboard should open directly based on user role

Question:

Is there any way in Tableau to dynamically switch the target dashboard/URL at runtime based on the logged-in user’s role, without relying on application-side logic?

Are there any Tableau-native approaches (e.g., user functions, permissions, site roles, row-level security, or embedding configurations) that can support this behavior?

Note:

POC already implemented:

We have attempted a proof of concept using Dynamic Zone Visibility (DZV):

Both dashboards are placed within the same workbook
Each dashboard is embedded in separate containers
Visibility is controlled using user-based logic

#Tableau Desktop & Web Authoring #Tableau Server #Tableau Cloud #Tableau

2 个回答

Deepak Rai
5月13日 22:24
It is possible through dynamic zone visibility. you need to set up a calculation which assigns a value (number) to the group your user A or B belong to. Like Manager or Employee group.
Say Manager group is assigned value 1 and employee group Value 2. manger sees Dashboard A and Employee see Dashboard B. Put Both Dashboards in separate containers inside another dashboard and then use this Boolean calculation to operate in DZV mode.
Value=1 and set it up in dashboard under Layout to control visibility.
what will happen, Manager logs in value is set to 1 he sees Dashboard A.
When employee logs in the calculation turns false as Value=2 and it not equal to 1 so Employee will see Dashboard 2. Try. :-)

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5月17日 14:39

How to do the enterprise level setup of Tableau MCP with Claude. Say if I have 200 claude licenses do I need to do configuration on all those 200 devices for the same site in order to have my MCP client running? @tableau AI

#Mcp #Tableau Agent #Tableau #Tableau Cloud

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5月14日 16:54

Tableau API integration to Equina Scheduling

Hi!

We have a new scheduling platform for our company operations and are having issues with reporting. Wondering if any of you has experience integrating Tableau with Equina Scheduling. According to their developer guide "Tableau can connect to Equina's REST APIs using its Web Data Connector (WDC)." What are your insights? Can MuleSoft help with this integration? If so, how? I appreciate any feedback :)

#Salesforce Developer #MuleSoft #Tableau #Integration

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5月12日 11:43

There is a great trail called 'Learn How Tableau Works' - I'd like a few colleagues (e.g. Core SEs) to be able to complete it too. However, it is 'Private' and they cannot see it ?

It would be great to be able to share this trail internally - can we change it so it is accessible internally?

https://trailhead.salesforce.com/content/employee/trails/learn-how-tableau-works

#Tableau

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5月6日 22:38

Using Tableau repository postgreSql to find users who have access to data sources

I wrote this snippet thinking if I look for the user's friendly name and authorizable_type like 'datasource' I can find a user that has view access to a data source.

What am I missing below? I can see from the server web ui that the user has view access to the DS but it doesn't show up in this query

SELECT 
	ngp.id as ngp_id
	,ngp.authorizable_id
	,ngp.authorizable_type
	,ngp.capability_id
	,cap.name AS capability_field
	,cap.display_name AS capability
	,ngp.permission	
	,ngp.grantee_id
	,ngp.grantee_type
	,g.name as group_name
	,g.system as group_system
	,g.owner_id as group_owner
	,g.minimum_site_role
	,gu.user_id
	,su.name as user_name
	,su.email as user_email
	,su.friendly_name
	,su.activated_at
	,su.state as user_state
FROM next_gen_permissions as ngp
	LEFT JOIN capabilities as cap ON ngp.capability_id = cap.id
	LEFT JOIN groups as g ON ngp.grantee_id = g.id
	LEFT JOIN group_users as gu ON ngp.grantee_id = gu.group_id
	--LEFT JOIN users AS u ON gu.user_id = u.id
	LEFT JOIN system_users AS su ON gu.user_id = su.id
WHERE (1=1)
	AND su.friendly_name ilike 'user%'
	AND ngp.authorizable_type ilike 'data%'

#Tableau #Tableau Server

1 个回答

Hasan Mustafa (Folio3)
5月6日 23:20
I think the main issue is the join path.
"group_users.user_id" points to "
users.id
", not directly to "system_users.id". So this join will miss users:
LEFT JOIN system_users AS su ON gu.user_id =
su.id
Try joining through "users" first:
LEFT JOIN users u ON gu.user_id =
u.id
LEFT JOIN system_users su ON u.system_user_id =
su.id
Also, your current query only finds access granted through groups. If the user has direct permission on the data source, "ngp.grantee_type" will be "User", and "ngp.grantee_id" should be joined to "
users.id", not "groups.id
".
One more thing: the permissions screen shows effective access. "next_gen_permissions" shows permission rules, but it does not represent every reason a user can access content. Owners, admins, project-level rules, locked project permissions, group membership, and denies can all affect the final result.
For data sources, make sure you are checking the right capability too. “View” generally maps to "Read", but depending on what you mean by access, you may also need to look at "Connect".
So I would split the query into two parts: one for group-based grants and one for direct user grants, then layer in denies/project inheritance if you need true effective access.

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5月1日 11:33

Table with different formats with measure values

Hi everyone,

I am trying to create a table in Tableau (see attached screenshot). Under a single Category column, I need to display two different number formats for the metrics:

One metric as a percentage
Another as an absolute value

I have more than 60 metrics, and when I split the columns across multiple worksheets and place them in a dashboard, each sheet shows its own scrollbar, which makes the dashboard difficult to use.

Is there a way to:

Display multiple metrics with different number formats under the same category, and
Avoid having scrollbars on every worksheet, while still showing all metrics in a single, clean table layout?

Any help would be appreciated.

Table with different formats with measure values

#Tableau Desktop & Web Authoring #Tableau

Table workbook.twbx

3 个回答

Dan Chissick (Naya Technologies)
5月2日 17:48
I have a blog post about pivoting the measures here: https://bi-stories.blog/2025/08/11/the-measures-pivot/

Dan Chissick
Senior BI Consultant | Tableau Ambassador

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4月21日 14:35

Tableau LOD Formula Help

Okay I am ready to ask others for help here: I am being asked to look at how a constituent interacted with our organization before they registered for TOT. I have an LOD formula Called Tears of Things Registration Date that give me the date of that registration. However, what I now need is to set up a set of formula's that look at the created dates or close dates of other interactions and count only if the TOT Registration date is great than the other fields. It doesn't seem to be working like I expected. Here is an example: Word Problem I am trying to solve: At the contact level, count how many Registrations are Online Education, Attendee, Registered and created date is less than TOT Registration Date. { FIXED [Contact ID]: COUNT(If [Event Type (Finance)] = 'Online Education' AND [Category] = 'Attendee' and [Status__c (Registration)] = 'Registered' Then Date([CreatedDate (Registration)]) END <[Tears of Things Registration Date]) } Can anyone help me adjust this formula to actually get that number? Right now it is registration counted not those that are before the TOT Registration date (which could be as far back as a year ago).

1 个回答

Jim Dehner - Tableau Visionary HoF (Market Analytics LLC)
4月26日 10:35
you have what is known as the 2-date problem - your data has a start and end date for each record - the dates are independent dimensions and you want to find out what happens between the dates - for that you need to scaffold the data - see https://jimdehner.com/2021/02/19/faq-series-when-and-how-to-scaffold-data/ which explains the issue and https://jimdehner.com/2025/01/27/say-goodbye-to-cartesian-joins/ example 2-3) which will walk you through the solution without using a Cartesian join which explodes the data

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4月23日 17:38

SharePoint MultiGeo OAuth- Unable to browse Satellite Geo Urls

Hello Tableau Community,

We have recently configured our Tableau server (2025.1.11) to enable OAuth Authentication for SharePoint and Onedrive data connection.

Our SharePoint tenant is multi-tenant and multi-geo. Users can browse and connect to files on the home geo URL (

https://company.sharepoint.com) but cannot see or navigate to satellite geo URLs (e.g., https://company0eur.sharepoint.com

) in the file browser during data connection setup. Does Tableau’s SharePoint OAuth connector support multi-geo tenants?

#Tableau #Tableau Server

1 个回答

Emeric LE SAULNIER DE SAINT JOUAN (M2)
4月24日 13:45
Hi @Meena Jadhav

thanks for sharing with the community. I personally never had this use case but i would bet that Tableau Server targets sharepoint through a single base URL (so home) only.
But ideally checks with Tableau Support for an official statement.

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4月17日 05:36

Can I disable refresh button on Tableau toolbar (Salesforce embedded view)

Hi everyone/DataFam

Embedded a Tableau view (dashboard) into my org's Salesforce environment using LWC Seamless Auth method to enable the embedding.

Tableau dashboard successfully displays on the Salesforce Lightning page and in Salesforce App. Both locations include the Tableau toolbar which is needed for Exporting to Image/PDF/PowerPoint. However I want to disable Refresh/Undo/Redo buttons from the Tableau toolbar. Is this possible, or perhaps do I need to change my approach somewhere?

Reason I want to disable the refresh button is an automated filter is applied when the dashboard loads in Salesforce which filters the dashboard to the Salesforce record dashboard is being viewed from. Unfortunately the refresh button overrides the filter, causing the dashboard to become unfiltered to all records.

#Tableau

4 个回答

DIEGO FERNANDO MARTINEZ RODRIGUEZ (Modux)
4月21日 00:57
@Benjamin Peters

Hi, in this case, I would remove the toolbar, and I would add some buttons using the Download Object to allow the download of the image, pdf:

Something similar as this Tableau Public workbook:
https://public.tableau.com/app/profile/tobiloba.babajide/viz/SalesDashboard_17329870588250/SalesDasboard

If this post resolves the question, would you be so kind to "Accept this Answer"?. 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 Tableau Ambassador

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4月22日 08:47

Reset filter using reset button

Hi team,

I have multiple filters on my dashboard. The user requirement is a single click to clear all filters or reset them to “All.” For this purpose, I created a Reset button using a filter action (selecting all filter fields). However, the button does not clear all the filters.

Could you please help or guide me on how to resolve this issue?

Regards,

Chaitanyakumar N

#Tableau Desktop & Web Authoring #Tableau

5 个回答

Hideaki Shiihara (KYOCERA Communication Systems Co., Ltd.)
4月22日 09:34
Hi, @chaitu nagabhairava
Have you tried the Dashboard Extension? Tableau provides one that includes a filter reset feature. I've used it before and it worked well. Please take a look.

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