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

Embedded Tableau Server Views

One of the primary functions of the system is to display embedded Tableau Server views as dashboards*.

*Note: Due to limitations in Tableau's JS API we do not support embedding worksheets. We recommend adding a worksheet to a dashboard instead.

To create a dashboard:

  1. Navigate to the backend of the system (e.g. https://www.site.com/backend) and log in if prompted.
  2. Navigate to Tableau > Dashboards.
  3. Click on the "New Dashboard" button.
  4. Click on the "Tableau Server" drop-down to see the available Tableau Servers connected to Curator.
  5. Click on the "Site" drop-down to see the available Tableau Server Sites to pull workbooks from.
  6. Click on the "Project" drop-down to select from the available projects on the Tableau Server Site.
  7. Click on the "Workbook" drop-down to select from the available workbooks on the Tableau Server Site.
  8. Click on the "Dashboard" drop-down to select from a list of views pulled in from the previously selected workbook.
  9. The "Title" field will auto-populate from the View name. You can change this to anything you like.
  10. The "URL" field will be pulled in automatically from the Tableau Server. In most cases, you won't need to change this.
  11. The "Dashboard Slug" field will be auto-populated based on the Tableau Server URL. This field will be used in the URL for Curator to access the dashboard. This can be customized to the desired format. It must meet URL standards and be unique for each dashboard.
  12. Populate the remainder of the fields as desired and click on the "Create" button.


Dashboard Sizes

Curator respects the dashboard sizes applied in Tableau. We experience that a fixed size ensures consistency in design throughout many screensizes. You wonder what the best suitable size is? Consider the size of your users' screens. How much space do you need for navigation, titles, toolbar buttons and margins you want to apply. Do you have dashboards that should take up the full remaining screen? Go to Tableau and set its size to automatic and the dashboard will stretch to all ends in Curator.