1. Linux

    2. Windows

    3. IIS (Unavailable)

    1. Windows SSL

    2. Linux SSL

    3. Windows SSL (IIS) - DEPRECATED

    4. Forward Proxy

    5. Reverse Proxy

    6. High Availability (Enterprise Only)

    1. Authentication Methods Overview

    2. Okta (SAML)

    3. OneLogin (SAML)

    4. Windows LDAP (IIS) - DEPRECATED

    5. Curator Users

    6. Azure AD (SAML)

    7. OneLogin (OIDC)

    8. Multifactor Authentication

    9. Signing SAML Login Requests

    10. Active Directory

    1. REST API Integration

    2. Tableau Cloud Setup

    3. Alternative URL Routing

    4. Using Postman to Test Connection

    5. Tableau Server Repository

    6. Supported Tableau Server Versions

    7. API Connections Overview

    1. Azure App Setup

    2. Service Principal Setup

    3. Curator Connection

    1. Integrating ThoughtSpot with Curator

    1. Central Dispatch Windows Deployment

    2. Central Dispatch Linux Deployment

    1. Curator Styles

    2. Homepage

    3. Titles and Toolbars

    4. Group Overrides

    1. Pages Overview

    2. Tiles

    3. Error Pages

    4. SSRS Embedding

    5. Explorer

    6. User Customized Metrics

    7. Box Embedding

    8. Forms

    9. Blogs

    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. Import Data

    4. Connecting to Data Manager

    5. User Commenting

    6. 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

    5. Username Mapping

    6. User Sync and Membership Sync Overview

    7. Custom Attributes

    1. Frontend User Permissions

    2. Password Change

    3. Password Reset

    4. Password Expiration and Complexity

    5. Bypass Link-preview Security

    1. E-mail Configuration

    2. System Notifications

    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. Manual Restoration of Curator Backup

    9. Updating Curator Logging

    10. Third Party Cookies

    11. Troubleshooting Load Times

    12. Tableau API Debugging

    13. Curator Backup

    14. Taking a Manual Full Backup

    1. System Upgrade

    2. Disable Curator Upgrades

    3. Offline Upgrades (Airgapped)

    4. Dependency Updates

    5. 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

    Windows Installer

    .htaccess file

    Dockerfile

    API Example: Creating a File (Python)

    Sample Hero Images (jpgs)

    Logging.php file

    Frontend Quickstart - Homepage

    Frontend Quickstart - Dashboard

    Backend Quickstart - Styling

    Backend Quickstart - Adding Content

    Backend Quickstart - Adding Content

    Backend Quickstart - Adding Content

    Get Started with Curator in 5 Minutes

    Documentation: Advanced Dashboard Features

    Filters

    Filters are used to filter the underlying data in a dashboard. They can even be shared with more than one dashboard.

    To create a filter:

    1. Navigate to the backend of the system (e.g. https://www.site.com/backend).
    2. Log in if prompted.
    3. Click on Tableau > Filters in the left-hand menu.
    4. Click the "New Filter" button.
    5. Enter the name of the filter you want to be shown to your users in the "Display Name" field.
    6. The "Field Name" will be automatically copied from the "Display Name". This field text should be edited to match the field name in the data exactly. If there are any trailing whitespaces those will be removed on saving so you will need to remove them from the data name. This must match exactly the naming convention in your Tableau workbook of the field you want to filter.
    7. Select the filter type.
    8. Select the filter category if desired. See the Filter Categories Section for more information.
    9. If you want the filter value to be remembered from one dashboard to the next, turn on the sticky filter feature "Is Sticky Filter?".
    10. If you want to get the filter options from the dashboard's data, turn on the "Get filter options from data" feature. Note that this will slow down the dashboard's load time if the dashboard contains a lot of data. This process can be sped up by enabling "Specify Filter Sheet" from a dashboard's backend settings. See the Specify Filter Sheet Section for more information.
    11. Add blacklisted sheets to the "Sheet Blacklist" if you want certain sheets on a dashboard to ignore the filter. Needs to match the sheet name.
    12. Add filter options if you're not getting the options from the dashboard's data.
    13. Click the "Save" button.

    To add a filter to a dashboard:

    1. While editing the dashboard, click on the "Misc" tab.
    2. Select the filter(s) that are applicable to the dashboard.
    3. Click the "Save" button.

    To apply a filter:

    1. Navigate to the frontend of the system (e.g. https://www.site.com).
    2. Log in if prompted.
    3. Navigate to the desired dashboard by using the navigation menu.
    4. Open the filter menu on the right side of the screen.
    5. Select the value of the filter. Once changed, the filter will be applied immediately unless you have enabled the "Filter and Parameters Apply Button". See the Apply Button Section for more information.