A company has a sales team that is segmented by territory.

To ensure that each sales representative sees only data relevant to their territory, the best approach in the absence of a Tableau Data Management license involves using a joined data source with entitlements:

Data Source Configuration: Create a data source that joins the sales data table with an entitlements table. The entitlements table contains mappings of sales representatives to their respective territories.

Data Source Filter: Implement a data source filter that restricts data based on the current user’s access rights. This filter references the joined entitlements to dynamically control data visibility based on the logged-in user.

Publishing the Data Source: Publish this filtered data source to Tableau Server. All workbooks or dashboards connecting to this data source inherently respect the row-level security established by the data source filter.

References

This approach aligns with Tableau’s capabilities for implementing row-level security directly within the data source, as detailed in the Tableau security management and data modeling best practices.