#TABULO ATTRIBUTE MANUAL#

To add users to the group, change the tab to Users. The groups can be created manually from the Groups tab in Tableau Server. The idea is to create one group for each country and then map the groups with the countries like we did in the first method. Tableau Server offers the possibility to create groups and add users to them. The objective of this article is to present an alternative to these two methods, which consists of using security groups to implement RLS. On the other hand, the performance of this method is worse than the User Filter, because the security table must be joined to the original data source.

#TABULO ATTRIBUTE MANUAL#

The Security table is very useful if you know that new users and groups will be added to the data source, because manual mappings are not needed. The last step is adding the security field to the filters shelf and allowing only the TRUE results, thus completing the application of RLS. The USERNAME() is the name of the user who is signed into Tableau. In this case, a simple calculated field must be created. Now it’s time to apply the security filter. If we add the username field to the view, we will see each username followed by the countries’ names that this user will have access to, along with the sales of each of these countries.įigure 6: Username with associated countries and sales for each country In this example, we will join the table Orders from Sample- EU Superstore with the table Users that we created.įigure 5: Join between original data source table and the security table This table must be joined with your data in the Tableau connection. Here is a simplified example of a few users and their countries.įigure 4: Example of a simplified security table In this table, each user’s username and the country that they will have access to will be defined. This method consists of joining the data source with a security table that must be created. Another negative point is that when a new user is introduced into the Tableau Server, it will be necessary to edit the workbooks to include the new mapping.

This is a good method if there is a small number of users, but if there are a lot of users, you will waste time in doing the mapping. You can create a User Filter and then map each user manually with the countries that they will be able to view.įigure 2: Mapping between users and country dimensionįigure 3: Sales by year and country with RLS filter This method allows the option to give different restrictions to each user. This data restriction is what we know as Row Level Security, and Tableau allows different ways to implement this. The user filter will restrict access to the data based on each user’s characteristics. You want each country manager to have access to their respective country, but not to the sales number of the other countries. Imagine that you have a report showing the sales during different years for some countries:įigure 1: Sales by year and country without security filter This approach applies to data sources with live connections and extract data sources whose tables are stored as multiple tables. By applying RLS, you can specify which data rows can be viewed by each person signed into the server. For example, one user will see data from Asia and another user will see data from Europe.īy default, all users who have access to the workbooks can see all the data in the views. Row Level Security allows users that have the same permissions to see different data. Permissions can control who can edit a workbook or only view it. This is different from Tableau permissions, which are used to give or deny access to content. In Tableau, Row Level Security (RLS) consists of restricting some data in the workbook to certain users. There are some methods which are frequently used to apply this security, but in this article an alternative will be presented.Īpart from explaining how this alternative method must be implemented, we will compare it with other methods to see the pros and cons of each one. Sometimes Tableau workbooks require applying security at row level.

Tabulo attribute