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You're reading from  Getting Started with Tableau 2018.x

Product typeBook
Published inSep 2018
PublisherPackt
ISBN-139781788838689
Edition1st Edition
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Tristan Guillevin
Tristan Guillevin
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Tristan Guillevin

Tristan Guillevin is a Business Analyst at Ogury. In 2017, he won the Iron Viz - the ultimate data visualization battle, organized by Tableau every year in Las Vegas. His passion for data visualization and for Tableau has taken him around the world. He enjoys helping people with Tableau by making webinars, conferences, and writing blog articles.
Read more about Tristan Guillevin

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User Filters


User Filters are among Sets on Tableau Desktop and are based on a Dimension. Depending on who is the current logged-in user on Tableau Server, you can what data the user sees:

  1. To add a User Filter, click on Server in the top menu, go to Create a User Filter, and choose the Field to secure. The following screenshot illustrates the creation of a User Filter on Region...:

  1. Tableau opens a new window where you can select, on the left, a User or a Group and select the values of the field that the User or Group can see.
  2. Once you've created the User Filter, you'll see a new set in your Data Source.
  3. To use a User Filter, add the corresponding set to the Filter shelf or, better, as a Data Source filter (with Use all option).

Note

The reason it's better to add a User Filter on the Data Source filters rather than the Filter shelf is to increase the security. If you put a User Filter in the Filter shelf, and if a User can download or edit the Workbook, they can remove the User Filter from the...

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Getting Started with Tableau 2018.x
Published in: Sep 2018Publisher: PacktISBN-13: 9781788838689

Author (1)

author image
Tristan Guillevin

Tristan Guillevin is a Business Analyst at Ogury. In 2017, he won the Iron Viz - the ultimate data visualization battle, organized by Tableau every year in Las Vegas. His passion for data visualization and for Tableau has taken him around the world. He enjoys helping people with Tableau by making webinars, conferences, and writing blog articles.
Read more about Tristan Guillevin