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    Embedding & Using Analytics: Dashboards

    There are multiple ways for end-users to export data from Curator. The current Dashboard data-exports all utilize Tableau's standard export functionality with some optional overrides. Check out the options below for all available data exports you can find in Curator.

    Export CSV/Excel

    To update export CSV / Excel:

    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 and expand the Subnav Buttons (Tableau Actions) section.
    4. Toggle the switch to enable/disable Export CSV (or Export Excel) and click the "Save" button.

    To specify a worksheet for export CSV / Excel:

    If you would like to explicitly guide users to download data from a worksheet on your dashboard (e.g. a hidden sheet containing only the data you want them to have access to) you may find this feature very useful.

    1. Login to the backend of your Curator instance (e.g. https://www.site.com/backend).
    2. Navigate to the Tableau > Dashboards section from the left-hand menu and select an existing dashboard or create a new one.
    3. Click on the Advanced tab and toggle OFF the "Show Worksheet Options for Data Exports" feature.
    4. This will populate a dropdown below the Show Worksheet Options for Data Exports" option called "CSV / Excel Worksheet Export".
    5. Select your worksheet from this list.
    6. Click the save button.

    To disable (or enable) specifying a worksheet for export CSV / Excel:

    By default Curator allows users to select which worksheet to export data from (reflecting the same default behavior on Tableau Server). However we offer additional configuration which you can see in the previous steps above. If you would like to disable this feature so Curator exports the first-available-worksheet follow the steps below.

    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 and expand the Subnav Buttons (Tableau Actions) section.
    4. Toggle "Worksheet Select (CSV and Excel Exports)" to enable/disable worksheet selection options globally.
    5. Click the save button.

    View Data

    To update view underlying data:

    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 and expand the Subnav Buttons (Tableau Actions) section.
    4. Toggle the switch to enable/disable Export Data and click the "Save" button.