3 Replies Latest reply on Jan 13, 2014 9:14 AM by Vinod Maharana

Data Source Filters - Filter based on Role

Vinod Maharana Jan 9, 2014 11:23 AM

In one of my tableau connection data is filtered based on the username. For which I have added this filter :

[user_employee_id]= USERNAME()

But there are exceptions too, for example for superusers (10% of the population) will have full access. So I need a data filter someting like this :

[user_employee_id] = (iif( USER_TYPE = 'Admin', 'XXX', USERNAME() )

I need this USER_TYPE to come from Tableau, maybe based on some roles or permissions. This value I do not want to get from database.

1. Re: Data Source Filters - Filter based on Role

Matt Lutton Jan 9, 2014 12:05 PM (in response to Vinod Maharana)

I'm not sure if you can apply something like this or not, but I recalled a similar problem that had come up a while back:
http://community.tableau.com/message/243105
Like Show 0 Likes(0)

Actions
2. Re: Data Source Filters - Filter based on Role

Robert Morton Jan 9, 2014 2:28 PM (in response to Vinod Maharana)

Hi Vinod,

Consider using the ISMEMBEROF() user function in Tableau to determine the group membership of that user as defined on Tableau Server. Here's the documentation for Tableau user functions: http://onlinehelp.tableausoftware.com/current/pro/online/en-us/help.htm#functions_functions_user.html

I hope this helps,
Robert
Like Show 0 Likes(0)

Actions
3. Re: Data Source Filters - Filter based on Role

Vinod Maharana Jan 13, 2014 9:14 AM (in response to Robert Morton)

Thanks for the suggestions. I ended up using a table instead. I create a user mapping table like below :

user_employee_id
user_type
adtia
adtia
albrtt
albrtt
apabr
apabr
mahar
1LR
narma
1LR
grimm
grimm
becma
becma
hrmer
hrmer
jeffrt
jeffrt

"1LR" are all users that are admin. Used user_employee_id to create data-source filter. Joined this table to mail Table on user_type, instead. All data that has admin access gets stored once with user_id "1LR".
Like Show 0 Likes(0)

Actions

Tableau Community Forums