Setting Up User Filters in Tableau Public 2019.3: A Step-by-Step Guide

As you work with large datasets in Tableau, it's crucial to ensure that each user can only see the data that they are authorized to access. One way to achieve this is by setting up a User Filter in your dashboard. In this article, we'll walk you through the process of creating and configuring a User Filter in Tableau Public 2019.3.

The Power of User Filters

A User Filter is a powerful tool that allows you to control what data each user can see based on their login information or other identifying factors. This feature is especially useful when working with multiple users or teams who need access to the same dashboard but shouldn't be able to view sensitive information.

Let's take an example to illustrate how this works. Suppose we have a sales team with members mapped to different regions, and each user should only see data related to their region. In this scenario, we can set up a User Filter that will automatically adjust the view based on which user is opening it.

Step-by-Step Guide to Setting Up a User Filter

To create a User Filter in Tableau Public 2019.3, follow these steps:

1. Open your workbook and navigate to the 'Server' menu.

2. Select 'Create User Filter.'

3. In the User Filter dialog box, select a field that you want to use for filtering. For example, we can use the 'Region' field in this scenario.

Now, let's take our sales view that shows data by region and add a user filter to it. To do this:

1. Drag the user filter from the Sets area to the Filters shelf.

2. In the User Filter dialog box, type a name for the filtering rule.

3. Select the Region field as the basis for your filter.

Once you've set up your user filter, Tableau will automatically adjust the view based on which user is opening it. For instance, if a user mapped to the east region opens the dashboard, they'll see only the data related to their region.

Multiple Methods to Set Up User Filters

There are several methods to set up User Filters in your dashboard, including:

* Using a static user filter mapped in the workbook

* Creating a dynamic user filter based on login information or other identifying factors

* Using a combination of both approaches

By following these steps and understanding how to use different methods to set up User Filters, you can ensure that each user has access only to the data they need to perform their job effectively. For more information on Tableau Public 2019.3 and its features, including User Filters, refer to our Reference Materials section or contact our support team for assistance.

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