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Embedding & Using Analytics: Tableau Dashboards

Custom Views

Curator can allow users to save a Custom View of a Dashboard, which will include any applied filters and parameters, and then load it again at a later date.

Enable Custom Views

  1. Navigate to the backend of the system (e.g. http://curatorexample.com/backend).
  2. Log in if prompted.
  3. Click on the Settings > Curator > Portal Settings in the left-hand side navigation.
  4. Click on the "Features" tab at the top of the main page content.
  5. Click to switch on the "Custom Views" setting under the "Toolbar Buttons (Tableau Actions" section and click the "Save" button.

Enable create/load a Custom View

  1. Navigate to the frontend of the system (e.g. http://curatorexample.com).
  2. Log in if prompted.
  3. Navigate to the desired Dashboard by using the navigation menu.
  4. Modify the filters, etc. as desired on the Dashboard.
  5. Click on the Custom Views icon at the top right portion of the screen. Normally this is displayed on the right side of the title bar in the Dashboard.
  6. Enter a name for the new Custom View in the text box and click the "Create" button.
  7. To load a different Custom View, select an existing view from the drop-down and click on the "Apply" button.