1. Titles and Toolbars

    2. Homepage

    3. Curator Styles

    4. Group Overrides

    1. Pages Overview

    2. Tiles

    3. Error Pages

    4. SSRS Embedding

    5. Explorer

    6. User Customized Metrics

    1. Tutorials

    2. Search

    3. Managing Menus

    4. Menu Items

    5. Keywords

    6. Files

    7. Notices

    8. Loading Screens

    1. Embedded Tableau Server Views

    2. Thumbnails

    3. Tagged Workbooks

    4. Favorites

    5. Email Subscriptions

    6. Data Export

    7. Download Workbook

    8. Share Workbook

    9. Custom Views

    10. Pause/Resume Changes

    11. Dashboard Titles

    1. Filters

    2. Parameters

    3. Apply Button

    4. Filter Categories

    5. Hidden Sticky Filters/Parameters

    6. Specify Filter Sheet

    7. Mark Commenting

    8. URL Action Overrides (Link Target)

    9. Hidden Dashboards

    10. Replace Dashboard URLs

    11. Site Switcher

    12. Cache Filter/Parameter Options

    1. Data Manager Basics

    2. Web Data Connector (WDC)

    3. Connecting to Data Manager

    4. User Commenting

    5. Field Calculations

    1. Overview and Enabling

    2. Report Builder: Scheduled Reports Option

    3. Report Builder: Email Option

    4. Report Builder: Watermark Text

    1. Automatic License Provisioning

    2. Just-in-time (JIT) Provisioning

    3. Users and Groups

    4. Reset User's Password

    1. Frontend User Permissions

    2. Password Change

    3. Password Reset

    4. Password Expiration and Complexity

    1. E-mail Configuration

    1. Force SSL

    2. Trusted Tickets

    3. Basic HTTP Authentication

    1. Import / Export

    2. Backend Users

    3. Frontend Users

    4. Updating License Key

    5. Linux: Cron Troubleshooting

    6. Filesystem Permissions

    7. Backend Administrator Password Reset

    8. Dependency Updates

    9. Manual Restoration of Curator Backup

    10. Updating Curator Logging

    11. Third Party Cookies

    12. Troubleshooting Load Times

    13. Curator Backup

    14. Taking a Manual Full Backup

    1. System Upgrade

    2. Disable Curator Upgrades

    3. Offline Upgrades (Airgapped)

    4. Troubleshooting Upgrades

    1. Scripts

    2. Commands

    3. Subscription Routing

    1. Curator API Overview

    2. Integration

    3. Curator API

    4. Tableau API

    5. Content

    6. User API

    1. Username Mapping

Documentation: Data Manager

Data Manager Basics

When viewing a dashboard on Curator, you can use Data Manager to prompt your end users to fill out a form after clicking a specific data-point on a dashboard. The data from that form is then stored in Curator's database, where you can later retrieve that data for use in other dashboards, or even for the same dashboard itself, providing immediate feedback!

Enabling Data Manager

If you do not see "Data Manager" as a top-level menu option on the left-hand nav on the backend of Curator, you can enable it by following these steps:

  1. Login to the backend of your Curator instance (e.g. https://www.site.com/backend).
  2. Navigate to the Settings > Curator > Portal Settings section from the left-hand menu.
  3. Click on the Features tab
  4. In the "Functionality" section ensure the toggle for "Data Manager" is enabled and click the "Save" button.

Data Manager Basics

When starting with the data manger, it's important to understand core concepts, and thankfully we've made it pretty simple for you. Here's a quick mapping to more conventional database terminology:

  • Data Attribute = Column
  • Data Group = Table

or another way to view these is from the end-user's perspecitve:

  • Data Attribute = Individual Field/Input
  • Data Group = Entire Form

That's it! Curious what's under the "Manage Data" section on the left-hand nav? That's where you can create or edit existing rows in your Data Groups once they've already been added.

Creating a Data Attribute

To create a data attribute, you can

  1. Login to the backend of your Curator instance (e.g. https://www.site.com/backend).
  2. Navigate to the Data Manager > Data Attributes section from the left-hand menu.
  3. Click on the New Attribute button
  4. Fill out the form keeping in mind how you'd like your end user to interact with this field, then click "Save".

Creating a Data Group

Once you have created all the data attributes you need for your user form, you can group them all together in to a Data Group for use with Data Manager features like Mark Commenting. To create a data group:

  1. Login to the backend of your Curator instance (e.g. https://www.site.com/backend).
  2. Navigate to the Data Manager > Data Groups section from the left-hand menu.
  3. Click on the New Group button
  4. Check all of the boxes next to the Data Attributes you wish to add to your Data Group then click "Create" or "Save".

Migrating Data to another Database

If you would like to use a different database to store this data, we recommend using your preferred ETL process to extract the data out of Curator's MySQL database. Curator does not support any other databases beyond MySQL.