How to add RLS to Tableau?

0 votes
How to add Row Level Security to Tableau? What are the different ways to achieve this?
Oct 30 in Tableau by ch
• 3,290 points
17 views

1 answer to this question.

0 votes

RLS adds restrictions to access data by users.

There are 2 ways to add RLS.

  • Create a user filter and map users to values manually.
  • Create a dynamic filter using a security field in the data.

The whole steps by step are explained here 

https://help.tableau.com/current/pro/desktop/en-us/publish_userfilters.htm

Using user filter

  1. In Tableau Desktop, open the workbook, or create a new one, and set up the connection to the data you want to filter.

  2. Navigate to the worksheet that you want to apply a filter to.

  3. Select Server > Create User Filter. Then select the field you want to use for filtering the view. This example uses Region.

  4. If prompted, sign in to your server or site.

  5. In the User Filter dialog box, type a name for the set of rules you are creating.

    In this example, we’ll use Regional Managers.

  6. In the list on the left, select a user or group. On the right, select the individual members of the field you selected earlier, that you want the selected users to be able to see.

Using dynamic filter
  1. In Tableau Desktop, open the workbook you want to add user filtering to, or create a new one, connecting to the data you want to filter.

    In this example, we use a table called Orders.

  2. On the Data Source page, add the reference table, creating a left join. Here we add the People table and create a left join on the Region field.

  3. Go to the worksheet, select Analysis Create Calculated Field, and create the following field:

    • Name: User is a manager
    • Formula: USERNAME() = [Manager]
  4. Add the User is a manager field to the Filters shelf.

  5. In the Filter dialog box, select True, and then click OK.

    This sets the filter so that only people who are managers can see the data in the view. 

    If you are not listed in the Manager field, your view might appear as a blank canvas.

  6. See how the view looks to a particular person: in the lower-right, open the Filter as User menu, and select someone you know is a manager.

answered Oct 30 by Cherukuri
• 31,840 points

Related Questions In Tableau

0 votes
1 answer

How can I add legends to worksheet in Tableau?

Just add the worksheet on the dashboard ...READ MORE

answered Apr 20, 2018 in Tableau by Atul
• 5,530 points
304 views
0 votes
1 answer

How to add filter to show latest two dates in tableau?

Steps for filtering based on the most ...READ MORE

answered Jun 20, 2018 in Tableau by Atul
• 10,240 points
46 views
+1 vote
1 answer

How to add grand totals of the bar in Stacked Bar in Tableau

Hi Grim, As you have used reference line ...READ MORE

answered Sep 24, 2018 in Tableau by Machdata
• 340 points
533 views
0 votes
1 answer

How to add custom shape in tableau?

Hi Sindhu, Follow below steps : 1. Select required ...READ MORE

answered Apr 22 in Tableau by Cherukuri
• 31,840 points
150 views
0 votes
1 answer

How to color code cells of a column based on the text value in Tableau

You can use the following steps to ...READ MORE

answered Mar 27, 2018 in Tableau by Atul
• 10,240 points
2,222 views
+1 vote
1 answer
0 votes
1 answer

Calculated filed with if-then

Below is the required code:  IF (NOT ISNULL([test2])) ...READ MORE

answered Mar 27, 2018 in Tableau by Atul
• 10,240 points
99 views
+2 votes
1 answer
0 votes
1 answer

How to add parameter and calculated field filter in tableau?

Hi Sindhu,  You cannot add parameter as a ...READ MORE

answered Mar 8 in Tableau by Cherukuri
• 31,840 points
200 views
0 votes
1 answer

How to add a story with same sheet with different parameters and filters added in tableau?

Hi Riya, Follow these steps to add sheets/dashboard ...READ MORE

answered Mar 22 in Tableau by Cherukuri
• 31,840 points
84 views