How do I restrict access to Tableau dashboard?

In Tableau Desktop, open the workbook, or create a new one, and set up the connection to the data you want to filter. Navigate to the worksheet that you want to apply a filter to. Select Server > Create User Filter. Then select the field you want to use for filtering the view.

How do I add a user level security in Tableau?

A user-based security filter in Tableau is only fully secured by the following process:

1. Create a Calculated Field in Tableau Desktop utilizing a User Function , or a Parameter (see Securing Tableau Parameters)
2. Create a Data Source Filter on the Calculated Field in Desktop.
3. Publish the Data Source to Tableau Server.

Can you restrict access to Tableau Public?

As the publisher of a workbook or data source, you may be able to set permissions as part of the publishing process. Permissions allow or deny other users access to published content on Tableau Server or Tableau Online.

How do I make a tableau dashboard private?

Before you upload any work, go to your settings. Be sure to select “Allow viz data to be downloaded” and “Set my vizzes to hidden”. This will prevent your work from being publicly visible on your profile (you can change this setting individually for each workbook later).

How do I add a filter to a dashboard in tableau?

To filter all worksheets on a dashboard:

1. In a dashboard, click the drop-down menu on a filter card and select Apply to Worksheets > Selected worksheets.
2. In the Apply Filter to Worksheets dialog box, click All on dashboard, and then click OK.

What is user filter in tableau?

“User Filtering” aka “Row-level Security” is a nifty feature available in Tableau Server. It is the process of restricting the data a user can view based on who is viewing the dashboard. Simple examples would be something like… “we want our regional managers to only see the data for the areas with which they operate”

How do I add a parameter in Tableau?

Create a parameter

1. In the Data pane, click the drop-down arrow in the upper right corner and select Create Parameter.
2. In the Create Parameter dialog box, give the field a Name.
3. Specify the data type for the values it will accept:
4. Specify a current value.
5. Specify a value when the workbook opens.

How do I enable row level security in Tableau?

Row Level Security in Tableau

1. Restrict Access at the Data Row Level.
2. Create a user filter and map users to values manually.
3. Create a dynamic filter using a security field in the data.

How do I add a user to a group in tableau?

You can organize Tableau Server users into groups to make it easier to manage multiple users….Add users to a group (Groups page)

1. In a site, click Groups, and then click the name of the group.
2. In the group’s page, click Add Users.
3. In the Add Users dialog box, select the users to be added, and then click Add Users.

How do you share a tableau dashboard with someone who doesn’t have tableau?

Workbooks can be shared with people who do not have Tableau Desktop in the following ways:

1. Publish the workbook to Tableau Server. Tableau Server provides browser-based analytics.
2. Email the workbook and open it in Tableau Reader.
3. Save the workbook to Tableau Public.
4. Publish the workbook to Tableau Online.

How do I make a tableau dashboard public?

With your workbook open in Tableau Desktop, select Server > Tableau Public > Save to Tableau Public. Note: This option is available only if you’ve created a viz that contains at least one field. Sign in using your Tableau Public account. If you don’t have an account, select the link to create a new one.