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Getting Started with Tableau 2019.2

Getting Started with Tableau 2019.2

By : Tristan Guillevin
5 (2)
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Getting Started with Tableau 2019.2

Getting Started with Tableau 2019.2

5 (2)
By: Tristan Guillevin

Overview of this book

Tableau is one of the leading data visualization tools and is regularly updated with new functionalities and features. The latest release, Tableau 2019.2, promises new and advanced features related to visual analytics, reporting, dashboarding, and a host of other data visualization aspects. Getting Started with Tableau 2019.2 will get you up to speed with these additional functionalities. The book starts by highlighting the new functionalities of Tableau 2019.2, providing concrete examples of how to use them. However, if you're new to Tableau, you won't have to worry as the book also covers the major aspects of Tableau with relevant examples. You'll learn how to connect to data, build a data source, visualize your data, build a dashboard, and even share data online. In the concluding chapters, you'll delve into advanced techniques such as creating a cross-database join and data blending. By the end of this book, you will be able to use Tableau effectively to create quick, cost-effective, and business-efficient Business Intelligence (BI) solutions.
Table of Contents (16 chapters)
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15
Index

User filters

Let's say that, based on the Sample - Superstore data source, you want to control the Region that the users can see. To do that, you need to set a User Filter.

User filters are a special kind set on Tableau Desktop. They link Tableau Server users to dimension values. It's quite easy to create a user filter:

  1. On Tableau Desktop, click on the Server in the top menu, go to Create a User Filter, and choose the Field to secure.
  2. Tableau opens a new window where you can select, on the left, a User or a Group and, on the right, the Members of the field that the user or group can see.
  3. Once you've created the user filter, you'll see a new set in your data source.
  4. To use a user filter, add the corresponding set to the Filter shelf or, better, as a Data Source Filter (with the Use all option).

Note

The reason it's better to add a User Filter on the Data Source filters rather than the Filter shelf is to increase security. If you put a User Filter in the Filter shelf, a...

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