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Posts Tagged ‘permissions’

Using Tableau Server groups for row level security

August 4th, 2015 No comments

In an earlier post I demonstrated some options on implementing row level security in Tableau.

When using a data extract, where permissions can be more challenging within Tableau (connecting live means you can implement your permissions in the underlying database, which is far cleaner and simpler), another way to manage permissions is to use the Tableau Server groups and ISMEMBEROF function. This can be used at a row level, as demonstrated below, and server groups can also be used with Tableau Project level permissions. Read more…

Tableau Server Permissions Best Practice

November 29th, 2012 No comments

If you have had to use Tableau Server in medium to large environments it’s likely you have had to deal with Tableau Server permissions . Initially I found it wasn’t the most logical way of assigning permissions, I had to do a lot of repetitive tasks.

The thing to keep in mind is that Tableau Server permissions work at each level and can require assigning at each level – i.e. view => workbook => project – but if you assign permissions from the workbook level or below, if the permissions differ for many workbooks/views in the project maintenance becomes increasingly time consuming.  I have found the most efficient way to assign permission is from the top down – i.e. project => workbook => view – and I’ll explain the reasons later in the article. Read more…