2 Replies Latest reply on Nov 9, 2018 3:23 PM by Charmaine Manganello

    Create a Dashboard that prompts user to enter their user ID first before data populates

    Charmaine Manganello

      Hello everyone,

       

      Is it possible to create a dashboard that prompts users to enter their user ID first? After the user ID is entered, the filtered data then loads into the dashboard. Thank you!

        • 1. Re: Create a Dashboard that prompts user to enter their user ID first before data populates
          Paul Wachtler

          Hi Charmaine,

           

          It's possible, but if you want it for security purposes then you should really look into setting security on your Tableau server.

           

          Anyway, to get this to work, create a parameter off of your Employee ID field.  Note: the solution I'm about to give you will only work if your ID field is a string.

           

          On the parameter creation screen, because you're using the Employee ID field to create it, it will list all of the Employee IDs.  At the very top, enter a new blank value (just a single spacebar space) and set that as the default value for the parameter.

           

          Create a filter called Employee ID filter (or something similar):

          if [parameter] = " " then "Exclude"

          elseif [Employee ID] = [parameter] then "Include"

          end

           

          Drag this filter onto your viz, go to the custom values tab, type in "Include", click the plus, select it and apply your filter.  This will blank out your viz.

           

          Bring your parameter and viz onto a dashboard.  Only the parameter will be visible.  Change the parameter type to "Type In".

           

          Now the only way to see the viz is to have someone type in an Employee ID that exists in the data.  However, if someone knows someone else's ID there's nothing stopping them from seeing that person's data too.

           

          Let me know if you have any questions.

           

          Best,

          Paul

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