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Column Level Security: Create a Column Level Filter at the Data Source

Date de publication: Apr 30, 2025
Tâche

How to create a column-level filter at the data source which can be published on Tableau Server so that any users creating a new workbook using the data source should be exposed only to the dimensions/measures that they have access to, according to the column level filter configured.
 

Étapes
Currently the function to apply column level security for the data source is not built in the product. Below is a potential workaround:

Use User Function could create a column-level filter and publish the data source to Tableau Server (or Tableau Cloud) could create a Column-Level-Security.
Note: This method needs to create a group in Tableau Server (or Tableau Cloud) to apply the column-level filter. 

The steps are as follows:
1. Use the User Function to create a filter field.
For example: 
==============
IF ISMEMBEROF('group')
THEN [Quantity]
ELSE NULL
END
==============

2. Hide the original field. (e.g. [Quantity])

3. Publish this Data source to Tableau Server (or Tableau Cloud)

Please check the attached video for details.
Ressources supplémentaires

Please vote for the related Community Idea:

Column Level Security

Numéro d’article de la base de connaissances

001470543

Pièces jointes

Column Level Security.mp4

2635 KB

 
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Salesforce Help | Article