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Getting Started with Tableau 2018.x by Tristan Guillevin

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Row-level filters

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 ...

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