Book Image

Getting Started with Tableau 2018.x

By : Tristan Guillevin
Book Image

Getting Started with Tableau 2018.x

By: Tristan Guillevin

Overview of this book

Tableau is one of the leading business intelligence tools used worldwide, in organizations of every scale. In its latest release, Tableau 2018 promises richer and more useful features related to visual analytics, reporting, dashboarding, and a host of other data visualization aspects. Getting Started with Tableau 2018.x will get you up and running with these features. The book starts with all the new functionalities of the different Tableau 2018 versions, along with concrete examples of how to use them. However, if you're new to Tableau, don't worry! The rest of the book will guide you through each major aspect of Tableau with examples. You'll learn how to connect to data, build a data source, visualize your data, build a dashboard, and share it online. In the final chapters, you'll also learn advanced techniques such as creating a cross-database join, data blending, and more. By the end of the book, you will have a firm understanding of how to effectively use Tableau to create quick, cost-effective, and business-efficient business intelligence solutions.
Table of Contents (21 chapters)
Title Page
Copyright and Credits
Packt Upsell
Contributors
Preface
Free Chapter
1
Catching Up with Tableau 2018
Index

User Filters


User Filters are among Sets on Tableau Desktop and are based on a Dimension. Depending on who is the current logged-in user on Tableau Server, you can what data the user sees:

  1. To add a User Filter, click on Server in the top menu, go to Create a User Filter, and choose the Field to secure. The following screenshot illustrates the creation of a User Filter on Region...:

  1. Tableau opens a new window where you can select, on the left, a User or a Group and select the values of the field that the User or Group can see.
  2. Once you've created the User Filter, you'll see a new set in your Data Source.
  3. To use a User Filter, add the corresponding set to the Filter shelf or, better, as a Data Source filter (with Use all option).

Note

The reason it's better to add a User Filter on the Data Source filters rather than the Filter shelf is to increase the security. If you put a User Filter in the Filter shelf, and if a User can download or edit the Workbook, they can remove the User Filter from the...