Tableau Row Level Security Per Person

1 What is Row Level Security Per Person?
2 Step 1 - Create your security assignments
3 Step 2 - Add your data and your security assignments
4 Step 3 - Add your Username Check
5 Step 4 - Add your Username Data Source Filter
6 Step 4 - Connect your data sources
7 Additional Notes

What is Row Level Security Per Person?

Row level security limits the rows seen by a user based on a set of criteria. Two users will see the same fields but different counts based on their security assignments.

Step 1 - Create your security assignments

This can be an excel you upload into your workbook or a data source you connect your workbook to. At the very least, the security assignments must include (1) Active Directory ID Current and (2) key field that you want to assign.

Example By Department:

Department Code	Department	Identity Active Directory ID Current	Employee Display Name AsOf
003009	9 EAST CRC UNIT	rcmadden	Russia Madden
000382	ADV CELL THERAPY LABORATORY	rcmadden	Russia Madden
000429	CAMPUS PLANNING OFFICE	saparnell	Sarah Parnell
003077	CARDIOLOGY CLINIC	saparnell	Sarah Parnell
950000A	CHANCELLOR	saparnell	Sarah Parnell

Example By Project

Project Code	Project	Identity Active Directory ID Current	Employee Display Name AsOf
2024234	SP MALAS COOK MEDICAL 22-0401-2H	rcmadden	Russia Madden
2004510	NSA CONSULTING SPIRAL THERA 2020 0292 MAREK	rcmadden	Russia Madden
1500561	RCR 4310120 15000 C61570	rcmadden	Russia Madden
2001757	OTHR Gen Proj Thornton Wireless Telecomm	rcmadden	Russia Madden
1024514	FSU CR HEVNER COMMITTED DISCRETIONARY	saparnell	Sarah Parnell
1500634	RCR 4310152 15000 000000	saparnell	Sarah Parnell
2028379	SP Aronoff-Spencer YALE UNIVERSITY Advanced Spending	saparnell	Sarah Parnell
1006709	DNU SP FDNU SP NSF DGE 1650112 BARRETT	saparnell	Sarah Parnell
1003133	CP MC UCMC Th Convert Frozen Sect Lab Gm	saparnell	Sarah Parnell
1026241	CRV DEAN CMT IDEKER GRAD STIPEND (MEDTIGS)	saparnell	Sarah Parnell

Step 2 - Add your data and your security assignments

You will be blending two data sources. Add your data source and your security assignments to your workbook.

Example:

Step 3 - Add your Username Check

On your security data source create a calculated field to compare the username in your security assignments username against the username of the person using your workbook.

Confirm that your calculated field is working by adding your Active Directory ID Current and Security Username Check to your worksheet. You should see ‘True’ next to your username and ‘False’ next to all of the other Usernames. Clear your worksheet now or after applying the Security Username Check filter.

Step 4 - Add your Username Data Source Filter

Navigate to the Data Source tab for your Security Assignments. Add a filter for Security Username Check = True.

Note: If you are not in your Security Assignment data source do this step last b/c you will not be able to see any data after applying this filter.

Clear your worksheet if you have not yet.

Step 4 - Connect your data sources

Add the key field from your primary data source to the worksheet, then add the key field from your security data source.

Create a calculated field on your primary data source to connect the key fields between your data source. You will need to adjust the aggregation to match between the data sources.

Add your calculated field to the filter area and filter where your calculated field = TRUE. You should immediately see a reduction in rows in your display.

Apply this filter to all worksheets that you would like to have Row Level Security.

Additional Notes

Steps 5 and 6 can be done in opposite order.

You can create multiple Data Source Connection (step 6) fields and filter on them as long as the key field is in both data sources.