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USER Functions

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.

ISUSERNAME returns True if the logged in username matches the string value specified in the calculation

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.

  1. A Tableau Site Administrator can create groups. In this example I’ve created 3 groups:
    Western Region, Central Region, Eastern Region.

    Create Tableau Groups

  2. Add Tableau users to the respective groups.

    Add users to groups

  3. In your workbook, create a field identifying the Regions. This example is by Ship To State

    Region based on ShipToState

  4. Create a calculated field identifying which group they are a member of.

    Assign Regions based on user group

  5. Add the Region Filter to the Filters section

    Add Region to Filter

  6. Next Step

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