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.

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.

   

2. Add Tableau users to the respective groups.

   

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

   

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

   

5. Add the Region Filter to the Filters section

   

6. Next Step