1. Linux
    2. Windows
    3. IIS (Unavailable)
    1. Authentication Methods Overview
    2. Okta (SAML)
    3. OneLogin (SAML)
    4. Curator Users
    5. Azure AD (SAML)
    6. OneLogin (OIDC)
    7. Multifactor Authentication
    8. Signing SAML Login Requests
    9. Active Directory
    10. Windows LDAP (IIS) - DEPRECATED
    1. Windows SSL (IIS) - DEPRECATED
    2. Force SSL
    3. Linux SSL
    4. Windows SSL
    5. Basic HTTP Authentication
    1. High Availability
    1. Windows
    2. Linux
    1. Forward Proxy
    2. Reverse Proxy
    1. Getting Started
    2. Setting Up Your Portal
    3. Adding Your First Dashboard
    4. Creating Your First Page
    1. REST API Integration
    2. Tableau Cloud Setup
    3. Embed Authentication
    4. Trusted Tickets
    5. Alternative URL Routing
    6. Tableau Server Repository
    7. Tableau API Debugging
    8. API Connections Overview
    1. (Step 1) Azure App Setup
    2. (Step 2) Service Principal Setup
    3. (Step 3) Power BI Workspace Access
    4. (Step 4) Curator Connection
    5. Troubleshooting Power BI Access
    1. Integrating ThoughtSpot with Curator
    1. Replace Dashboard URLs
    2. Temporarily Disabling Connections
    1. Share Workbook
    2. Adding a Dashboard
    3. Tableau Worksheets and Stories
    4. Generating Titles
    5. Data Export
    6. Custom Views
    7. Email Subscriptions
    8. Download Workbook
    9. Pause and Resume Changes
    10. URL Action Overrides (Link Target)
    11. Dashboard Settings
    1. Adding a Pulse Metric
    1. Preloading Filters and Parameters
    2. Specify Filter Sheet
    3. Filters
    4. Parameters
    5. Hidden Sticky Filters and Parameters
    6. Apply Button
    7. Filter Categories
    8. Caching Filter and Parameter Options
    1. Updating Data Groups
    2. Sending Data to Webhooks
    3. Web Data Connector (WDC)
    4. Exporting Data
    5. Data Manager Basics
    6. Creating a Form
    7. Connecting to Data Manager
    8. User Commenting
    9. Field Calculations
    10. Mark Commenting
    11. Dashboard Feedback
    12. Importing Data
    1. Overview and Enabling
    2. Email Option
    3. Scheduled Reports
    4. Fallback Image
    5. Watermark Text
    6. Powerpoint
    1. Curator Styles
    2. Homepage
    3. Titles and Toolbars
    4. Group Overrides
    5. Page Meta Titles (SEO)
    1. Managing Menus
    2. Menu Items
    3. Restrict Access
    4. Tagged Workbooks
    5. Site Switcher
    1. Pages Overview
    2. Looker Embedding
    3. Tiles
    4. Explorer
    5. Forms
    6. Blogs
    7. User Customized Metrics
    8. Manual Embeds (iFrame)
    9. SSRS Embedding
    10. YouTube Embedding
    1. Files
    1. Hidden Content
    2. Search
    3. Keywords
    4. Favorites
    5. Featuring Content
    6. Thumbnail Preview Images
    1. Loading Screens
    1. Error Pages
    2. Tutorials
    3. Notices
    8. Email Formatting
    1. Users and Groups Overview
    2. User Sync and Membership Sync Overview
    3. Reset User's Password
    4. Frontend Users
    5. Automatic License Provisioning
    6. Just-in-time (JIT) Provisioning
    7. Username Mapping
    8. Custom Attributes
    1. Frontend User Permissions
    2. Password Change
    3. Password Reset
    4. Password Expiration and Complexity
    5. Disabling Link-preview Security
    6. User Throttling
    1. Third Party Cookies
    1. Overview
    2. Password Reset
    1. System Notifications
    2. Data Manager Notifications
    1. Troubleshooting Load Times
    2. Cache Warming
    1. Updating License Key
    1. Web Accessibility
    1. System Upgrade
    2. Disable Curator Upgrades
    3. Offline Upgrades (Airgapped)
    4. Dependency Updates
    5. Troubleshooting Upgrades
    1. Importing and Exporting
    1. Curator Backup
    2. Taking a Manual Full Backup
    3. Manual Restoration of Curator Backup
    1. Updating Curator Logging
    2. Disk Speed Metrics
    3. Server Hardening Procedures
    4. Filesystem Permissions
    5. Linux: Cron Troubleshooting
    1. Curator API Overview
    2. Curator Integration Overview
    1. Integration
    2. Curator API
    3. Tableau API
    4. Content
    5. User API
    6. Authentication
    1. Scripts
    2. Commands
    3. Subscription Routing
        1. Menu Tuning
        2. Cache Warming

      Embedding & Using Analytics: Tableau 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

      Curator supports the ability to set various options when exporting data to CSV or Excel. This functionality is supported in large part by Tableau's native export capabilities, but Curator allows a more seamless export experience when some guardrails are needed.

      Enable or Disable Export to CSV / Excel

      1. Login to the backend of your Curator instance (e.g. http://curatorexample.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 Toolbar Buttons (Tableau Actions) section.
      4. Toggle the switch to enable/disable Export CSV (or Export Excel) and click the "Save" button.

      Specify a worksheet when users export to 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. http://curatorexample.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.

      Enable or Disable 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. http://curatorexample.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 Toolbar 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

      Frequently, users need to be able to view the underlying data within a Dashboard to get more details on the data they're looking at. The View Data option exposes this row-level data, and allows users to export this data as well.

      Enable or Disable View Underlying Data

      1. Login to the backend of your Curator instance (e.g. http://curatorexample.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 Toolbar Buttons (Tableau Actions) section.
      4. Toggle the switch to enable/disable Export Data and click the "Save" button.