A user filter can be created once a dashboard is published on the server & that user logs in on server to view the dashboard. It cannot be applied on Tableau desktop or the reader version.
Let say you have created a dashboard with 1 worksheet for priority(P1/P2/P3/P4 etc.) of Delhi/NCR and you want some specific user to see just the Priority only for “P1 wards of Delhi”
P1 wards of New Delhi - Green
P2 wards of New Delhi - Blue.. etc.
These are the steps you can follow :
- In the desktop version go to that sheet
- Click on Server Drop-down menu or click Alt+S.
- Click on “Create User Filter” and Then on which column you want to restrict the rights, it will prompt you to give your tableau server credentials.
- Log-in as an “Administrator”
- A new window will appear, like the image below.
6. Give a name to this filter and select a user to which you want to give rights to see only P1 wards.
7. As soon as you will select a USER and Member and click “OK”,it will create a User filter 1 in the Sets block and will appear where you generally make sets.
8. Drag this set in the “filters shelf”,where to generally drag filters.
See in the image above : User Filetr 1 has been dragged to Filters Shelf.
9. Upload this dashboard/worksheet to the server.
10. Done !!
Next time when that particular user will open this dashboard with their credentials on your tableau server,He/She will only see P1 priority and not P2/P3/P4 etc.
Access Restricted.!!
Hope this helps,For more solutions keep watching this space.
