Tableau Column Level Security Per AD Group
What is Column Level Security Per AD Group?
Column level security limits the fields seen by a user based on the AD group they are a member of.
Step 1 - Create your Active Directory (AD) Group
Your local IT team can help you create an AD group.
BIA recommends using the following naming stucture
TeamName-Project-BI-Developer for the group of developers who will be building reports
TeamName-Project-BI-Consumer for the group of users who will be viewing or using the reports
To see existing AD groups and membership see https://ucsdcollab.atlassian.net/wiki/spaces/ACP/pages/11177701.
Step 2 - Request your AD Group be added to Tableau Server
Email busintel@ucsd.edu to inquire if your AD group is already on the Tableau Server and also to request that your AD group be added to Tableau Server.
Step 3 - Restrict Your Column(s)
Add the field you want to restrict to your display.
Create a calculated item to limit who can view that field. Add to your display.
Confirm your calculation is working then clear the fields you don’t need.
Warning
If you are not a member of the AD groups you are using to restrict the column Tableau will default the visualization to your data lacking view.
Additional Notes
You can use your calculated field in the display or as a filter.
You can create as many calculated fields as you like.