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Embedding & Using Analytics: Tableau Dashboards

Share Workbook

Curator can allow users to share the Tableau workbook.

Enable workbook sharing

  1. Navigate to the backend of the system (e.g. http://curatorexample.com/backend).
  2. Log in if prompted.
  3. Click on the Settings > Curator > Portal Settings in the left-hand side navigation.
  4. Click on the "Features" tab at the top of the main page content.
  5. Click to switch on the "Share" setting under the "Toolbar Buttons (Tableau Actions)" section and click the "Save" button.

Share a Tableau workbook

  1. Navigate to the frontend of the system (e.g. https://www.curatorexample.com).
  2. Log in if prompted.
  3. Navigate to the desired Dashboard by using the navigation menu.
  4. Click on the share icon at the top right portion of the screen. Normally this is displayed on the right side of the title bar in the Dashboard.