Tableau | Password Protected Dashboard

 Let’s develop simple password protected tableau dashboard. This dashboard accepts UserID and Pin from user and shows data only after authenticating user. This implementation involves very basic mechanics as main intention of the post is to educate how to implement userid and password protection for dashboards.  Following are the steps to do this,

1. Store UserIds and Pins in a master table. Here table variable is used.
2. Take UserId and Pin from user through dashboard parameter
3. Pass these parameters to SQL Server database stored procedure
4. Stored procedure authenticates user and returns data accordingly.

Before we begin the post, it is assumed that the reader is aware of following things

1. Basic understanding of Tableau, Connecting to data source from Tableau
2. Calling stored procedures from Tableau
3. SQL Server Stored Procedures
4. Parameters in Tableau

 

1. Develop simple SQL procedures that returns data after authenticating userid and pin

Following is the SP developed for this post. This SP takes user id & pin from user and returns Customer details if authentication is successful. Otherwise no data is displayed.

CREATE PROCEDURE Sp_tableaupwdsecureddashboard(@UserID VARCHAR(4) = NULL, @Pin    VARCHAR(4) = NULL)
AS
BEGIN
SET nocount ON

-- Master Table with UserIds and Pwds
DECLARE @Users TABLE
(
userid VARCHAR(10),
pin    VARCHAR(4)
)

INSERT INTO @Users
VALUES      ('East',
'1234'),
('West',
'5678'),
('North',
'2222')

-- Validate Userid & Pin and then return the result
IF (SELECT Count(*)
FROM   @Users
WHERE  userid = @UserID
AND pin = @Pin) > 0
BEGIN
SELECT [CustomerName] = C.firstname + ' ' + Isnull(C.middlename, '')
+
' '
+ Isnull(C.lastname, ''),
C.birthdate,
C.gender,
C.yearlyincome,
[CustomerAddress] = C.addressline1 + ' '
+ Isnull(C.addressline2, ''),
C.phone,
C.emailaddress
FROM   [AdventureWorksDW2012].[dbo].[dimcustomer] C
END
-- Return blank set
ELSE
BEGIN
SELECT [CustomerName] = C.firstname + ' ' + Isnull(C.middlename, '')
+
' '
+ Isnull(C.lastname, ''),
C.birthdate,
C.gender,
C.yearlyincome,
[CustomerAddress] = C.addressline1 + ' '
+ Isnull(C.addressline2, ''),
C.phone,
C.emailaddress
FROM   [AdventureWorksDW2012].[dbo].[dimcustomer] C
WHERE  1 = 0
END
END

2. Open Tableau Desktop and connect to the server and database where this SP is deployed.

 

3. Take New sheet and create two parameters UserId and Pin as shown below

UserId

Pin

4. In data source connection, connect to the SP developed for this dashboard,

Connect to the SP and map the parameters created.

 

5. Go to sheet and show UserId and Pin parameters. Create simple view as shown below. Enter Valid UserId and Pin in the parameters. If userid and pin are valid, then data is displayed.

 

6. No data is shown for invalid userid and password

Please let know if there are any simple ways of achieving this. Will try to post this workbook to tableau public and update the link here shortly.