User functions can be used to create built-in filters displaying only the permissible data for that user.
This is a basic version of Row Level Security (RLS). The security can be based on individual username, or group names that the user is a member of. Using group level security is generally simpler to maintain.
ISMEMBEROF returns True if the logged in username is a member of the Group name specified in the string value of the calculation
USERNAME returns the logged in username, which is different than the FULLNAME
Example: Display only ShipTo States assigned to a specific region/group the user is a member of.
A Tableau Site Administrator can create groups. In this example I’ve created 3 groups:
Western Region, Central Region, Eastern Region.
Add Tableau users to the respective groups.
In your workbook, create a field identifying the Regions. This example is by Ship To State
Create a calculated field identifying which group they are a member of.
Add the Region Filter to the Filters section