ROLE BASED ACCESS

Tableau Online User filtering

PROCESS IMPLEMENTATION AND OVERVIEW

This documentation details the process for implementing RLS with a data source
that uses a live/extract connection. You can proceed with the steps below:
1. We have 2 Data inputs to accomplish Role Level Security (RLS) in the
dashboards (Excel & Database)
2. In Excel Data we have 3 different sources of user information.
a. Team Wise
b. Node Wise &
c. Brand Wise. Email Id corresponding to different users at each level
3. While in the Database - we have tables that correspond to team-wise, or
Node-Wise, or brand wise data
4. In RLS - our objective is to add email Id from the excel sheet against each
row in the database to give permissions according to user role
5. To add email id against each row in the database - we have to perform a
left join of the Excel Data onto the Database tables as per the defined user
role-based access.
For Example : If we want to filter team & Brand to their respective Email id’s we
have to perform a left join on NodenameDB(column name may differ in different
data table) to Nodename & Brand ID to Brand ID respectively as shown in below
image.

Brand Filter :

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ROLE BASED ACCESS
Tableau Online User filtering

Team Filter :

6. Further we have to create calculated field as shown in below image naming

E_Concat which contains concatenated different email-id columns created
in dashboard.

7. Once concatenation is done, we can now create a user filter by creating

another calculated field naming user filter:
CONTAINS([E_Concat,USERNAME())

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Tableau Online User filtering

8. After creating user filter, we can also add groups from tableau online to
provide full access to data source by below given function in user filter
calculated field:
Is memberof (‘Group 1’)
Or
Is memberof (‘Group 2’)
9. Lastly, we have to drag and drop above user filter field to filter pane in the
dashboard and select true after a window for selection pops up as shown in
the below image:

10. After performing the above step we can now filter dashboard by
applying the user filter to all using worksheet as shown in the below image.

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Tableau Online User filtering

Below given flow charts explains steps to accomplish User filtering for
each row.

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