4 Replies Latest reply on Jul 24, 2017 12:54 PM by Tom W

    Permissions (User, Workbook)

    David Carr
    David Carr Jul 24, 2017 10:39 AM

      Hello -

       

      I currently have a Tableau Workbook with 2 views, which I publish as two separate tabs. I would like tab #1 to be available to everyone, however I would like to restrict a group of individuals from viewing tab #2.

       

      My first thought would be view-level permissions in the workbook setting, however our instance of Tableau server is set up so that view level permissions are inherited from the workbook. So it is impossible for me to restrict viewing of one tab, as I would have to restrict for the entire workbook.

       

      So I'm looking for alternatives. The two I have come across are 1) create user filter or 2) ismemberof - but I can't figure out how to use them in my instance.

       

      The group of people I want to restrict from viewing tab #2 is about ~300 people - I have their employee IDs in the data set.

       

      Let me know if you have any suggestions!


      David

        • 1. Re: Permissions (User, Workbook)
          Tom W
          Tom W Ambassador Jul 24, 2017 10:43 AM (in response to David Carr)

          Why not just publish this as two separate workbooks? I know it will add some extra effort to your publishing process, but if it were me I'd just publish twice. Once for the full workbook, a second time just for the first sheet by using the 'Sheets' selector in the publish dialog.

          Then you can set your permissions for each workbook

          • 2. Re: Permissions (User, Workbook)
            BASAVARAJ GONI
            BASAVARAJ GONI Jul 24, 2017 10:52 AM (in response to David Carr)

            David,

             

            You can use the Hybrid approach, which is the modified version of using user filters.

             

            Create the calculated field.

             

            Tab 2: Username( ) = [Field] //In your data which is the field having username i.e [Field]

                       then choose true

             

            Tab 1: No need to create any calculated field, since it must be available to everyone.

             

            -- BG

            • 3. Re: Permissions (User, Workbook)
              David Carr
              David Carr Jul 24, 2017 12:52 PM (in response to Tom W)

              Hi Tom -

               

              I thought about this, but I think having two separate URL links for the different dashboards would be difficult to maintain.

               

              Ie. I would have to distribute one URL link to certain users and another URL to the restricted group. Right now everyone is using the same link (there are a lot of people) so ideally they could continue using the current link without needing to create two.

               

              Let me know if I am thinking about this correctly / this is what you had in mind.


              Thanks!

               

               

              David

              • 4. Re: Permissions (User, Workbook)
                Tom W
                Tom W Ambassador Jul 24, 2017 12:54 PM (in response to David Carr)

                That's effectively what I had in mind. I think your best solution is going to be whatever you think is easier out of that and one of the other approaches mentioned like manually maintaining a calculation in the report to exclude certain users.