Hi all, I have an app which brings up any number of different customers the user is working on. It is probably similar to most CRM tools where the customer_id is the driver for how the page gets rendered. I am trying to embed some viz on these pages where the customer_id that is generated for the page is passed through the viz and used as a filter.
I presume this is done via parameters. I have the parameter set in Tableau, though not sure if it's setup properly (integer, allowable values:all). Then I have a simple filter that says parameter = customer_id and set to TRUE. Basically how you'd do row level authority.
Firstly, is that the proper method?
Secondly, if so, what's the proper format to get that customer_id into the param in the embed code? Does it need to be a custom script? I have to imagine this has been done dozens of times but can't figure it out.
Am I correct that you are wanting to show a view that is published to Tableau Server, and show that view with appropriate filters in a web browser? If so, I believe this should have the answer to your question: Parameters for Embed Code. If not, can you provide more information?