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I'm working with Tableau - and I have a workbook that hold Cost values for many departments, I want to give limited access to this workbook for each person. I have a filter for "Department" - and I want to give access to let's say 2 out of 10 available values to a a specific user (and not to all 10) How can it be done without duplicating the same workbook, and publish it with different default filters?

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    use a combination of set and USERNAME() filter Commented Mar 29, 2023 at 14:34
  • In the Tableau documentation, search for user filters Commented Apr 4, 2023 at 19:26

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steps to create filter in desktop

  • Ensure that those two users have been added to the server.
  • In Tableau Desktop, navigate to Server, create a user filter, select the user, and map the departments according to your specific requirements.
  • publish the workbook to server
  • Subsequently, log in to your server.
  • Select the three dots icon next to the workbook that you want to apply restrictions to.
  • Select the relevant permissions and configure restrictions according to your requirements.
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