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.
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:
Access the workbook associated with this chapter and navigate to the worksheet entitled
View Level User Filter
.Note that the view is a field map of the USA with State on the Detail shelf, Region on the Color shelf, and Sales on the Label shelf.
Log in to an instance of Tableau...