Question
How to set default value while setting row-level security for each user?
Last Modified Date: 07 Apr 2023
Environment
- Tableau Desktop
- Tableau Server
- Tableau Cloud
Answer
The following is an example of setting up a User Filter for Region and setting a default value for the Region parameter.Option 1
1. Create a parameter and name it Region.
2. Right-click Region and select Show Parameter.
3. Create a calculated field and name it !Region.
IF [Region]=[Parameters].[Region] THEN [Region] END4. Create a calculated field and name it !State/Province.
IF [Region]=[Parameters].[Region] THEN [State/Province] END5. Assign Geographic Role “State/Province” to !State/Province.
6. Assign Geographic Role “Create from>!State/Province” to !Region.
7. Double-click Longitude and Latitude.
8. Add !Region and !State/Province to Detail.
9. Add SUM(Profit) to Color.
10. Select Menu>Server>Create User Filter>Region, and sign in to your Tableau Server or Tableau Cloud.
11. Create User Filter and name it !Region User Filter.
Note: For more information about User Filter, please refer to Create a user filter and map users to values manually.
12. Create a calculated field and name it !Default Region.
CASE FULLNAME() WHEN "user1" THEN "East" WHEN "user2" THEN "Central" WHEN "user3" THEN "West" WHEN "user4" THEN "South" ELSE “East” END13. Create a calculated field and name it !Region list for parameter.
IF [!Region User Filter] THEN [Region] END14. Right-click Region parameter and select Edit. Configure it as follows:
Option 2
You can use Custom Views to save your default value without changing the original view.
Create a Custom View
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