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


Published: 06 Jul 2021
Last Modified Date: 06 Jul 2021

Question

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.
 

Environment

  • Tableau Desktop
  • Tableau Server
  • Tableau Online

Answer

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 Online) could create a Column-Level-Security.
Note: This method needs to create a group in Tableau Server (or Tableau Online) 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 Online)

Please check the attached video for details.
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