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Example: Display only ShipTo States assigned to a specific region/group the user is a member of.

  1. A Tableau Site Administrator can create Groups groups. In this example I’ve created 3 groups:
    Western Region, Central Region, Eastern Region.

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  2. Add Tableau users to the respective groups.

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  3. In your workbook, create a field identifying the Regions. This example is by Ship To State

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  4. Create a calculated field identifying which group they are a member of.

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  5. Add the Region Filter to the Filters section

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  6. Next Step