Book Image

Tableau 10 Complete Reference

By : Joshua N. Milligan, Tristan Guillevin
Book Image

Tableau 10 Complete Reference

By: Joshua N. Milligan, Tristan Guillevin

Overview of this book

Graphical presentation of data enables us to easily understand complex data sets. Tableau 10 Complete Reference provides easy-to-follow recipes with several use cases and real-world business scenarios to get you up and running with Tableau 10. This Learning Path begins with the history of data visualization and its importance in today's businesses. You'll also be introduced to Tableau - how to connect, clean, and analyze data in this visual analytics software. Then, you'll learn how to apply what you've learned by creating some simple calculations in Tableau and using Table Calculations to help drive greater analysis from your data. Next, you'll explore different advanced chart types in Tableau. These chart types require you to have some understanding of the Tableau interface and understand basic calculations. You’ll study in detail all dashboard techniques and best practices. A number of recipes specifically for geospatial visualization, analytics, and data preparation are also covered. Last but not least, you'll learn about the power of storytelling through the creation of interactive dashboards in Tableau. Through this Learning Path, you will gain confidence and competence to analyze and communicate data and insights more efficiently and effectively by creating compelling interactive charts, dashboards, and stories in Tableau. This Learning Path includes content from the following Packt products: • Learning Tableau 10 - Second Edition by Joshua N. Milligan • Getting Started with Tableau 2018.x by Tristan Guillevin
Table of Contents (20 chapters)
Title Page
About Packt
Deeper Analysis - Trends, Clustering, Distributions, and Forecasting

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).


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...