![]() and per corporate policies, each salesperson can only access their relevant assigned information. Each salesperson’s performance is measured by their assigned set of geographical territories.Due to high licensing costs, the client can’t afford to pay for Tableau Server user licenses.The staff has corporate laptops as well as tablets, but the internet is not always available.Also, the project must follow the next constraints: ![]() The staff request their dashboards build using Tableau thus the final product has to be delivered using this platform. The final goal was to reduce the monthly workload of the BI team and to incentivize information-based decision-making among salespeople. Thus the team needed help developing a solution for their increasing information demand. The workload increased when the sales team doubled in size due to a wide corporate merge. This is a case of a company with an overloaded analytics team delivering individual spreadsheet reports for 50+ salespeople. Download links to a sample dashboard and its data source will be included at the end. Readers of this article are expected to have some previous experience building Tableau dashboards. This article tells my real-world experience developing row-level access in Tableau Reader without the need for a user directory. ![]() It is for many reasons: Tableau connects to a wide array of sources, has an easy-to-use interface, and has great built-in visualizations.Īlthough great in many respects, not all companies can’t run it to its fullest due to financial limitations or lack of internal support, leaving developers to create smart solutions to deliver great products with what we’d have in hand. For ten consecutive years, Tableau remains the leading business intelligence and analytics in Gartner Magic Quadrant for organizations.
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