User Filters and Row Level Security When you share workbooks with others using Tableau Server, by default they can access all the data shown in the views. Alternatively, you can create filters to limit the data that any given person can see. For example, in a sales report that gets shared with regional managers, you may want to allow only the western regional manager to see the western sales, the eastern regional manager to see the eastern sales, and so on. Rather than create a separate view for each manager, you can define a user filter or row-level security that allows each manager to see only the data for a particular region. There are two approaches to row level security with Tableau. You can manually create user filters that define the specific data each user can access. This method is convenient, but not automated. Alternatively, you can create a calculated field that automatically defines whether a user can access the data. This second method requires that you already have row-level security information in your underlying data source. Creating User Filters Manually Follow the steps below to create user filters manually in Tableau Desktop. This example uses the Sample Superstore Sales (Excel) data source that ships with the product. Note: The steps below describe an installation of Tableau Server that uses the built- in local authentication instead of Active Directory. Refer to the Administrator Guide to learn how to add and manage users using Active Directory authentication. Step 1 Log on to the server as an Administrator and create three new user accounts on Tableau Server. In this example, the following new users are added. Username Passwor d Full Name License Level Pat Pat Pat Smith Interactor
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User Filters and Row Level SecurityWhen you share workbooks with others using Tableau Server, by default they can access all the data shown in the
views. Alternatively, you can create filters to limit the data that any given person can see. For example, in a sales
report that gets shared with regional managers, you may want to allow only the western regional manager to see the
western sales, the eastern regional manager to see the eastern sales, and so on. Rather than create a separate view
for each manager, you can define a user filter or row-level security that allows each manager to see only the data for
a particular region.
There are two approaches to row level security with Tableau. You can manually create user filters that define the
specific data each user can access. This method is convenient, but not automated. Alternatively, you can create a
calculated field that automatically defines whether a user can access the data. This second method requires that you
already have row-level security information in your underlying data source.
Creating User Filters Manually
Follow the steps below to create user filters manually in Tableau Desktop. This example uses the Sample Superstore
Sales (Excel) data source that ships with the product.
Note: The steps below describe an installation of Tableau Server that uses the built-in local authentication instead of
Active Directory. Refer to the Administrator Guide to learn how to add and manage users using Active Directory
authentication.
Step 1
Log on to the server as an Administrator and create three new user accounts on Tableau Server. In this example, the following new users are added.