Hi Gurpreet, thanks for sharing this. It was really helpful. I have a follow up question: Let' say I have a 1. Actual sales data (how much sales did a seller achieve) 2. Sales Target data (how much sales was the seller targeting to achieve) 3. Seller attributes (seller name, region etc.). With these data sets I need to combine seller name, seller target sales and seller actual sales and ensure that seller can only see their own data. How can I do achieve this tableau virtual connection on Tableau Server Version: 2024.2.0? I'm basically trying to understand how can I join two tables (Actual sales data, Sales Target data) and apply rls (using Seller attributes data) simultaneously. Thanks again!
Thats a great question. Once you have applied row level security on the primary fact table and then join it with secondary table, it will only retrieve related rows from secondary table. Example: Table one is sales with row level security applied on Region (Central) Table two is returned orders and is joined with Table one on Order ID field.. Once the join is created in the workbook then it will only show all the sales made in Central region and corresponding returned items. Hope that helps.. Please feel free to reach out if you need more info.
Hi ad. thanks for sharing this. I want to know, Does tableau's vituarl connection manage access rights of users logged in to each dashboard? For example, in a revenue report by each branch, user A of branch 1 only views data of branch 1.
Yes that’s correct. You can set security at branch level or at user level or combination of both. In order to do that you have to set policy at data source level.
Hi Sir, in the video u sow how to use virtual connection based on full name coz ur sample show one manager handle one region, how about if I want to use based on group name coz in my case one manager not only handle one region but more (it is mean that one user can be in more one metrics group). So let say Joni is manager in Region 1 & 2. So it means that Joni can see data from region 1 & 2.
That’s a great question. Yes if you set up row level security based on user name then that user can see all the data linked to it. In your example you can create local user group based and use that in the policy. That way you can manage users in policy by just adding them in the local group. Please try that and let me know in case of any issues.
Hi Gurpreet, thanks for sharing this. It was really helpful.
I have a follow up question: Let' say I have a
1. Actual sales data (how much sales did a seller achieve)
2. Sales Target data (how much sales was the seller targeting to achieve)
3. Seller attributes (seller name, region etc.).
With these data sets I need to combine seller name, seller target sales and seller actual sales and ensure that seller can only see their own data. How can I do achieve this tableau virtual connection on Tableau Server Version: 2024.2.0?
I'm basically trying to understand how can I join two tables (Actual sales data, Sales Target data) and apply rls (using Seller attributes data) simultaneously.
Thanks again!
Thats a great question. Once you have applied row level security on the primary fact table and then join it with secondary table, it will only retrieve related rows from secondary table.
Example: Table one is sales with row level security applied on Region (Central)
Table two is returned orders and is joined with Table one on Order ID field..
Once the join is created in the workbook then it will only show all the sales made in Central region and corresponding returned items.
Hope that helps..
Please feel free to reach out if you need more info.
Hi ad. thanks for sharing this. I want to know, Does tableau's vituarl connection manage access rights of users logged in to each dashboard? For example, in a revenue report by each branch, user A of branch 1 only views data of branch 1.
Yes that’s correct. You can set security at branch level or at user level or combination of both. In order to do that you have to set policy at data source level.
Hi Sir, in the video u sow how to use virtual connection based on full name coz ur sample show one manager handle one region, how about if I want to use based on group name coz in my case one manager not only handle one region but more (it is mean that one user can be in more one metrics group). So let say Joni is manager in Region 1 & 2. So it means that Joni can see data from region 1 & 2.
That’s a great question.
Yes if you set up row level security based on user name then that user can see all the data linked to it. In your example you can create local user group based and use that in the policy. That way you can manage users in policy by just adding them in the local group. Please try that and let me know in case of any issues.