1. Curator Styles

    2. Homepage

    3. Titles and Toolbars

    4. Group Overrides

    1. Pages Overview

    2. Tiles

    3. SSRS Embedding

    4. Explorer

    5. User Customized Metrics

    6. Error Pages

    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: Email Option

    3. Report Builder: Watermark Text

    4. Report Builder: Scheduled Reports Option

    1. Automatic License Provisioning

    2. Just-in-time (JIT) Provisioning

    3. Users and Groups

    4. Reset User's Password

    5. User Sync and Membership Sync Overview

    6. 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. Dependency Updates

    9. Updating Curator Logging

    10. Third Party Cookies

    11. Troubleshooting Load Times

    12. Manual Restoration of Curator Backup

    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: Advanced Dashboard Features

Mark Commenting

Curator can allow you to capture input from a user after they select a specific data point on your dashboard. Once you associate a Data Group with a specific field/column from your dashboard, any time a user clicks on a data-point that contains that field, a pop-up will display asking the user to input information about that data-point. This feature allows you to capture comments on specific data points, projections or estimates, and even the ability to capture feedback about the data itself.

This functionality requires that Data Manager management is enabled and at least one Data Group has been created. See the Data Manager Basics section for more information on how to get things set up if you haven't already.

To enable mark commenting on a dashboard:

  1. Login to the backend of your Curator instance (e.g. https://www.site.com/backend).
  2. Navigate to the Tableau > Dashboard section from the left-hand menu.
  3. From the list view, find the dashboard you wish to add Mark Commenting to.
  4. On the edit dashboard page, click the "Mark Commenting" tab.
  5. Select the Data Group you have created from the "Data Manager Group" dropdown you would like to display when the user clicks on your dashboard.
  6. In the "Mark Details" section, choose as many fields as you'd like from your dashboard to trigger the "Mark Commenting" pop-up. The logic here is that it must contain all fields you have chosen.
  7. Click the "Save" button.

Once you've set up Mark Commenting on your dashboard, you may want to connect to this data. See the Connecting to Data Manager section for more info on how to get started there.