Automatically Filter a Dashboard for Managers

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Dawn Harrington walks us through how to create filters that automatically adjust based on the user viewing the dashboard, particularly managers. This functionality ensures that decision-makers are instantly presented with the most relevant data, cutting down on manual filtering and making the dashboard experience more intuitive and efficient.

By implementing these techniques, you can enhance not just the user experience but also improve the speed and accuracy of insights for leadership. Whether you’re building dashboards for large organisations or small teams, this guide will help you deliver customised, role-specific views with minimal effort. It’s a great way to optimise your Tableau dashboards for high-impact users!

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