To create a Row-lever filter, your Data Source must contain a field with the name of the User. It is a great solution when access is already defined in your data. This option uses a Tableau function: USERNAME(). This function returns the username of the current logged-in User.
Again, the best way to understand it is with an example. You can reproduce the tutorial with the Users and Groups in your Tableau Server and the Sample-Superstore Data Source. For this tutorial, I've created three Users in Tableau Server and the following Excel File, which I named User Access:
In the Excel File, we specified that:
- John Snow has access to all the Regions (do not confuse John Snow, a famous epidemiologist who discovered, in 1854, that Cholera deaths were clustered around the water pumps in London thanks to data visualization, with Jon Snow, who knows nothing)
- William Playfair only has access to West
- Charles Minard only has access to Central