Tableau is the analysis and visualisation platform that changes the way you think about data. To be able to unleash the potential of your data with Tableau you need to distribute your applications in your organisation. This is where Klywa comes in. Klywa is the row level access extension that allows you to share applications with a user restricted content. In Klywa you define the role and responsibility of the members of your team. Members share applications but with Klywa they only have access to the data that they are entitled to. User configuration is done once and the dataset is adjusted if a user role is changed. User administration is simplified, and it is easy to distribute the responsibility in your organisation. Try Tableau + Klywa to spread and maximise the utilisation of your analysis applications!

Implementation guide

Step one: Setup access keys

The first step is to setup your hierarchies according to your company organization in Klywa Access.

Step two: Download access keys

Now you are ready to download your access keys from Klywa Access.

PS C:\WINDOWS\system32> cd C:\KlywaAccess
PS C:\KlywaAccess> .\Install.ps1
Install Klywa Access Tools PowerShell Module
  • Download access keys by using the Get-TagetAccessFiles cmdlet
  • Run Windows PowerShell
    • Enter the command below (use your parameters)
PS C:\> Get-TargetAccessFiles -ApiUrl -Username your_username -Password your_password -FilePath C:\Download -TargetId your_targetid
Download access keys

Step three: Update your Tableau data model

(Note: this requires Tableau version 2018.3 or newer)

  • Download the Access Key Guide
  • Add a composite key in the fact-table according to the guide
  • Add the two downloaded access keys (CSV-files) to the data model and link them to the fact-table. With extract of data, store the data into multiple tables due to many-to-many relationships in the access key tables.
  • Add calcualted field, “AccessFilter” with the formula:
[Username] = USERNAME()
  • Add the newly created “AccessFilter” under “Edit Data Source Filter”
  • Login to Tableau to test the new row level based access restrictions