Procedure to modify existing user filter in tableau

1. Open tableau server and choose one workbook you want to create user
filter.

Let’s choose on-hand current date for example.

2. Download that workbook.
3. Open that workbook (it can be opened if tableau desktop is installed in that
particular system). And open a new sheet or any existing sheet(not the
dashboard)
4. Then you will find a field called sets to the left side of that workbook.
 5. click on the arrow of that field (hover on that field you will find arrow down
wards)

You will get a popup then select edit set in that.

6. Then a new window will open, in that you will find all user names to the left.
 7. Then click on user you wish and to the right you will get the options to which
organization or unit you want to assign that dashboard.

Let’s for example click ashok saxena you can see that 84 and 86 are assigned for that
user.

Just click on any user you want and assign them the filter.

And click ok after you are done.

Note: all cross marks for users indicates that they have been already assigned the user
filter. Non cross mark users indicates that they are yet to assign the filter.
8. This completes the creation of user filter.
9. Next publish the work book to tableau server by clicking on server button
and click publish workbook.
 10.This will open a new window, to the right side just check the necessary
dashboards to be published and then click publish button at the bottom.

This completes the user filter creation.

 Procedure to create new user filter
1. Repeat steps 1 to 3
2. Open server option on the top and go to create user filter option their you
will find multiple fields just choose one field on which you want to assign
filter to users. For example let’s say OU_ID.
3. Once you click OU_ID you will get a new window, just assign a name to that
filter. To the left you will find users and to the right you will find OU_ID
numbers. Just assign filters to applicable users and click ok.
 4. Now this filter will be saved in sets to the left side of the page.
5. Drag that user filter in to filter shelf of every sheet of the dashboard

(For example in a dashboard you have three sheets you have to drag user
filter to all three sheets).

Now this completes the user filter creation.

6. For publishing the workbook repeat the steps 9 and 10.