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...:

2. 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.
3. Once you've created the User Filter, you'll see a new set in your Data Source.
4. 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...