3 Replies Latest reply on Oct 9, 2017 5:47 PM by Ritesh Bisht

Giving Authentication to the worksheets based on the user

barathkumar vijayakumar Oct 9, 2017 1:00 PM

Hi,

I have a tableau Workbook called admission rates. it has two dashboards in it.

1) Aggregate level Report ,if we click this then it will lead to 2) Individual level report based on tableau actions

this workbook also has a filter called "Universities"

see below for my requirements. is it possible to give access to several users to same workbook but they should see only their data & they should not see other company's data ? and also within that some of them should see only Aggregate level report not detail level report.

please see below for my requirement

1. Re: Giving Authentication to the worksheets based on the user

Alan Perez Oct 9, 2017 1:16 PM (in response to barathkumar vijayakumar)

if you can, you should give users their filters to see the information that corresponds to them

so each user who enters his dashboard, is only going to show the information that should be displayed
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2. Re: Giving Authentication to the worksheets based on the user

barathkumar vijayakumar Oct 9, 2017 1:58 PM (in response to Alan Perez)

Hi Alan,
thank you for your response. I will check this and let you know. is it possible deny access to Individual drill sheet (tableau action) to certain users ?
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3. Re: Giving Authentication to the worksheets based on the user

Ritesh Bisht Oct 9, 2017 5:47 PM (in response to barathkumar vijayakumar)
Hi Barath,

Yes, we can set the permissions implementing row level security by using filter at group level.
In Tableau Desktop, select Server > Log On and then type in Tableau Server log-in credentials.
Right-click in the Data window and then select Create Calculated Field.
Name the field, enter the below formula, and click OK :
ISMEMBEROF('[<group name>]')
Drag the calculated field to Filters card.
Select True and then click OK.
Note: You must be logged in as a user of the selected user group to select True.
Thanks,
Ritesh
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Giving Authentication to the worksheets based on the user

1. Re: Giving Authentication to the worksheets based on the user

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3. Re: Giving Authentication to the worksheets based on the user

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