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: Dashboards

Data Export

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.