4 Replies Latest reply on Feb 2, 2017 2:35 PM by jhun.mercado

    Customized the view for different users for my published workbook

    jhun.mercado

      Hi all Tabby experts,

      Would somebody please tell me the possibility of this idea in Tableau?

      I published a workbook that has data for Department 1, Department 2, 3 and so on. When they clicked on say Department 1, there is detail table at the bottom of the dashboard that will give data relevant to Dept 1 only. Later on, some users would ask if there is a way to make the report such that they can only see data relevant to their department. So department 1 doesn't care about dept 2 for example.

      I can create a report for each of the group and apply a filter to limit the data but I am thinking if I can re-purpose the consolidated workbook I created for 10 departments. Before creating new set of reports, I wanted to ask if I can just create a view within that consolidated dashboard, one for each Department? So I will still be using the same dashboard but in the user's level, it looks like the report is only for their department because other data is sort of "hidden". Is there such kind of customization when publishing a workbook?

       

      Thanks very much to all. If i need to clarify more on this, please let me know.

       

      Regards,

      Jhun

        • 1. Re: Customized the view for different users for my published workbook
          Santiago Sanchez

          Hey Jhun,

           

          This sounds like a great use-case to Restrict Data Access with User Filters and Row Level Security. I'd look in particular at this section: Create a dynamic filter using a security field in the data. The basic idea is to have a table in your data source where you map each username to its department. With that, you can create a filter based on the username logged in Tableau Server, so that only data mapped to it shows up on a view or dashboard.

           

          The process is also shown towards the end of this video: Data Security with User Filters

           

          Hope this helps!

          • 2. Re: Customized the view for different users for my published workbook
            Joe Oppelt

            Different things you can do.

             

            User filters might do it for you.

             

            Or you can create a calc that gathers (this data) for one user (or group) and gathers (that data) for another user (or group.)

             

            We have ISMEMBEROF() function that lets you do things based on what group a user is in.  We also have ISUSERNAME() that lets you identify a specific username.

             

            Actually, something I do is pop filters and sheets in/out based on ISMEMBEROF().  On some dashboards we have special stuff for a group we call "Power user".  If the user is a power user, they get extra filters and parameters that allow them to play with the data deeper.  Regular users only see the data under default values of those filters/parameters.  Also we display extra stuff, and I pop out extra sheets for the power users.

             

            And in one case only the power users are allowed to see a certain dashboard at all.  If the user is not a power user and somehow gets to that dashboard, a giant sheet pops out to cover the whole thing.  All they see is a message that says, "You do not have access to this dashboard.  Click here to go back to the main menu."  And a SELECT action on that sheet sends them back.

             

            For you, if you can use ISMEMBEROF in a filter to limit the data, that's a good way to go.  Otherwise you can make separate sheets for the different groups and use ISMEMBEROF to swap the right sheet into place and swap out the one they shouldn't see.

            • 3. Re: Customized the view for different users for my published workbook
              jhun.mercado

              You are so right,Santiago Sanchez. thanks so much.

              After quite some time researching the net and after I have posted this thread, I came across that link and I thought I would give it a try. Thanks for letting me know that this could really be it as I was just thinking about this yesterday. Also, thanks for that link to a video. That I didn't know about. I will also watch that and will let you know if I am able to do what I need.

               

              Thanks so much. I just love this community and the people who is always willing to spend time to help others.

               

              Have a great day ahead,

              • 4. Re: Customized the view for different users for my published workbook
                jhun.mercado

                Thanks Joe I like that ISMEMBEROF idea. I will research more on that and will give it a try, too. If that is the way to go, I will be glad to let you know of the good news. Thanks so much.