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Tableau User Filters

1. Open the workbook in Tableau Desktop that you want to modify the user filter for. 2. Click on the "Sets" field on the left side of the workbook and select "Edit Set" from the dropdown menu to open the user filter editing window. 3. In the user filter editing window, click on the user you want to assign the filter to and select the organization or unit for the filter, then click "OK" to save the changes.

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Ravi Kumar Reddy Kalikiri
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26 views9 pages

Tableau User Filters

1. Open the workbook in Tableau Desktop that you want to modify the user filter for. 2. Click on the "Sets" field on the left side of the workbook and select "Edit Set" from the dropdown menu to open the user filter editing window. 3. In the user filter editing window, click on the user you want to assign the filter to and select the organization or unit for the filter, then click "OK" to save the changes.

Uploaded by

Ravi Kumar Reddy Kalikiri
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Procedure to modify existing user filter in

tableau

1. Open tableau server and choose one workbook you want to


create user filter.

Lets choose on-hand current date for example.


2. Download that workbook.
3. Open that workbook (it can be opened if tableau desktop is
installed in that particular system). And open a new sheet or
any existing sheet(not the dashboard)
4. Then you will find a field called sets to the left side of that
workbook.
5. click on the arrow of that field (hover on that field you will
find arrow down wards)

You will get a popup then select edit set in that.


6. Then a new window will open, in that you will find all user
names to the left.
7. Then click on user you wish and to the right you will get the
options to which organization or unit you want to assign that
dashboard.

Lets for example click ashok saxena you can see that 84 and 86 are
assigned for that user.

Just click on any user you want and assign them the filter.
And click ok after you are done.

Note: all cross marks for users indicates that they have been already
assigned the user filter. Non cross mark users indicates that they are
yet to assign the filter.

8. This completes the creation of user filter.


9. Next publish the work book to tableau server by clicking on
server button and click publish workbook.
10.This will open a new window, to the right side just check the
necessary dashboards to be published and then click publish
button at the bottom.

This completes the user filter creation.

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