What is FULLNAME function in Tableau?
The FULLNAME function in Tableau returns the full name of the currently logged-in user. This function is often used in combination with other functions, text or calculations to create visualizations or Tableau dashboards. This Fullname function in tableau is useful for personalization chart like bar chart, Pie chart, donut chart etc.. for particular users like executive Management or group of users.
Syntax:
FULLNAME()
Note:
The FULLNAME() function is only available when using Tableau Server or Tableau Online with a server authentication type. It will not work with local authentication or other authentication types.
Key features of the FULLNAME() function
- You can use the FULLNAME() function to personalize visualizations or dashboards for each user. For example, you can use this function to display a personalized welcome message, or to highlight certain data points that are relevant to the user’s interests.
- You can customize by combining the FULLNAME() function with other Tableau functions or calculations. For example, you can use the function to create personalized filters or dynamic text fields that display different information depending on who is viewing the dashboard.
- The FULLNAME() function can be integrated with other data sources, such as HR or CRM systems, to provide even more personalized and relevant data for each user. For example, you can use the function in combination with a data blend or join to pull in additional data about each user, such as their department, title, or location.
- The FULLNAME() function can be used as a security measure to limit access to certain data or dashboards based on the currently logged-in user. For example, you can use the function in combination with row-level security to limit the data displayed in a visualization or dashboard to data that is relevant to a specific user or group.
Let’s go with few examples where you can use FULLNAME function in Tableau:
Example #1: FULLNAME() can be use with Text box
You can use this Full name function in text box to create a personalized welcome message, or also you can use to highlight the action point based on the analysis in Tableau in text box with help of below line code.
"Welcome, " + FULLNAME() + "!"
This formula will create a text string that greets the currently logged-in user by name. You can use this formula in a text field on a dashboard to create a personalized welcome message for each user.
The output will look like “Welcome, Deepak !”
Example #2: Filter data based on the current user’s name
You can use FULLNAME function in Tableau to apply the dynamic filtering on field, This filter will give the view based on the current user logged-in to the dashboard.
[Sales Rep] = FULLNAME()
This formula will create a filter that limits the data displayed in a visualization to data where the [Sales Rep] field matches the currently logged-in user’s name.
You can use this formula as a filter condition to create a personalized view of the data for each user.
Example #3: Use FULLNAME function to customized calculation
Creating a customized calculation based on the current user’s name:
IF FULLNAME() = 'John Smith' THEN [Sales] ELSE [Margin] END
This calculated field will show the Sales measure in bar graph for the user named “John Smith”, If user is other then “John Smith” then it will show the [Margin] measures to the bar graph. You can use this formula to create user-specific calculations that adjust the data displayed in a visualization or dashboard based on the current user’s name.