7 Replies Latest reply on Apr 14, 2019 2:44 PM by Jonathan Drummey

User filter on parameter

Robin Goibert Aug 14, 2013 8:32 AM

Hi everybody,

I want to publish my dashboard on Tableau Server, and I need to filter the right according to the user.

I seems easy with User Filter, the problem is I need to do it on a parameter.

Indeed, as I have a lot of different sources in my dashboard, I needed to create parameters to filter the data. (I have a calculated field which check if my dimension is equal to the parameter, I put this field as filter (= True)).

But in fact, I do not want some of my users to change the parameter. But I also want other users to be able to change this parameter.

In fact, if I could choose User Filter on the parameter, it would be great, but I think it is impossible.

Do you have a mean to do that?

I find something, if the user chooses an option forbidden for him in the parameter, it displays nothing (or a warning message), but it's not really good.

Thank you in advance,

Best Regards,

Robin

1. Re: User filter on parameter

Tracy Rodgers Aug 14, 2013 8:48 AM (in response to Robin Goibert)

Hi Robin,

If I understand correctly, you'd like the parameter to auto-update based on who the user is that is signed in? Currently, this is not possible. The parameter will show all possible choices to everyone. The closest that you'll be able to get is that nothing will be displayed if they choose a member they don't have access to.

-Tracy
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2. Re: User filter on parameter

Jonathan Drummey Aug 15, 2013 5:34 AM (in response to Robin Goibert)

I don't know enough about your data and dashboard to definitively say whether this would work for you, another option is to use a datasource that has a cross product of "parameter" options as a field & username (or usergroup), then set up a filter on that list by username/group, and use the field as a Filter Action.
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3. Re: User filter on parameter

Robin Goibert Aug 16, 2013 12:21 AM (in response to Jonathan Drummey)

Ok, but in your solution, the fake "parameter" in the datasource will be use as a "classic" filter in Tableau. But in my dashboard I need to use a parameter (cause of several datasources). In fact, my parameter are just equal to one dimension, and I have a calculated field that I use as a filter. It allows me to have the same parameter across all my sheets (as I can't use "Apply to worksheet")
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4. Re: Re: User filter on parameter

Jonathan Drummey Aug 16, 2013 7:53 AM (in response to Robin Goibert)
Filter Actions are different from "classic" filters and can be applied across data sources. I set up an example in the attached, where a dummy data source is used to filter the Market field in CoffeeChain and the Region field in Superstore Data. This can be a useful option in some cases since the Filter Action is based on a worksheet, we can apply other filters to that data (for example a username filter).

Jonathan

filter across cc and ss.twbx.zip 1.2 MB
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5. Re: Re: User filter on parameter

Robin Goibert Aug 19, 2013 12:23 AM (in response to Jonathan Drummey)

Ah I used it once, I did not think about it. That's great, thank you a lot
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6. Re: User filter on parameter

Rajesh Jaiswal Apr 9, 2019 10:22 AM (in response to Jonathan Drummey)

Hi Jonathan,

I don't see anything in attachment.
Could you please upload it once again with data.

thank you,

Rajesh
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7. Re: User filter on parameter

Jonathan Drummey Apr 14, 2019 2:44 PM (in response to Rajesh Jaiswal)

Hi, I just downloaded the workbook and checked...it comes down as a zip file, you'll likely need to unzip it to get to the .twbx that I posted. Also this workbook is using an MS Access database that can only be opened using Tableau Desktop for Windows.

In any case this post was created when the only cross-data source filtering option was to use parameters or filter actions. Tableau has since introduced cross data source filters, they might meet your needs.

Jonathan
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