1 Reply Latest reply on Apr 5, 2017 9:45 PM by lei.chen.0

    Tableau Server - Dashboard Interaction

    Patrick Scanlon

      My company is in the process of rolling out server, and I have a couple questions regarding how the server interacts with the Dashboards/Workbooks that are posted to server.

      1. Is server able to filter the data in a workbook to a specific user?
        1. The dashboard contains data for all sales reps, but we only want Rep A to see Rep A's data
        2. Similar we would want the manager to see both Rep A & Rep B's data
        3. Are there any best practices for building workbooks to handle hierarchies of who can see what data?

       

      Any feedback will be greatly appreciated.