Row level security often presents challenges, if your security data is not in the same data source as your main data. In such cases, solutions tend to leverage one of four techniques:
- Data prep outside of Tableau – often involves cross products that can make data sets unacceptably large.
- Data blending — just about the only in-Tableau option prior to Tableau 10.0.
- Cross data source joins — available in Tableau as of Tableau 10.0.
This post introduces a 5th option using a cross data source filter. see below for how to set it up!