User filters

Students often ask me questions such as the following:

"I have sales managers over various territories. It's important that the sales managers see only their metrics, that is, not the metrics of the other sales managers. In order to accomplish this, do I have to create separate workbooks for each sales manager?"

Fortunately, the answer is no. Tableau provides user filters which allow the Tableau author to make sure that each of those sales managers sees only the information for which they have clearance.

Exercise - deploying a view level user filter

This exercise assumes a new, default install of Tableau Server. By default Tableau installs with a JaneDoe and a JohnSmith user. Both are used in this exercise:

  1. Access the workbook associated ...

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