The title and toolbar location, for most options, are dependent upon one another for the styling of your site. While titles help your users understand where they are and what they are looking at, Toolbars contain the action buttons that allow your users to interact with, filter, export and even send scheduled emails of your embedded visualization.

NOTE: As of now, all actions are available for Tableau Dashboards. There is no feature parity for Power BI or ThoughtSpot.

Title & Toolbar Location (examples below)

1. Navigate to the backend of the system (e.g. https://www.site.com/backend) and log in if prompted.
2. Navigate to Settings > Curator > Themes from the left-hand menu and select the Theme you'd like to update*.
3. Chang the "Title and Toolbar Location" dropdown to modify the layout, using the live-preview to view your pending changes.
4. Click "Save" to apply your changes.

Title Settings

Titles can be controlled globally, or by content type. Follow the steps below to show or hide titles:

1. Navigate to the backend of the system (e.g. https://www.site.com/backend) and log in if prompted.
2. Navigate to Settings > Curator > Themes from the left-hand menu and select the Theme you'd like to update*.
3. Click on the *Titles & Toolbar tab and expand the "Title Display" section.
4. Choose from one of the options below
   • Hide All Titles: Hides all titles - this will ensure that no titles display across your entire site, regardless of the page-type.
   • Hide Dashboard Titles: This allows control for titles on the page level, and automatically displays them (except for the homepage). This setting is typically most useful if your dashboards already contain titles.
   • Hide Page Titles: This ensures all titles are displayed on Dashboard pages, but will not show up on Pages created with the page-builder.
5. Click "Save" to apply your changes.

*Prior to the 2022-11-30, these setting can be found under: Settings > Curator > Portal Settings > Styles tab. Title and Toolbar location are found in the "Menu options" section, global title settings are found in the the "Global Settings" section, dashboard title settings are under the "Dashboard Styles" section, and Page title settings are under the "Page Styles" section.

Title & Toolbar location examples

Top Navigation and Mega Menu

Top of page

Have your title at the top of a page and the toolbar situated right beneath it. With this option, you can further adjust your toolbar in the Toolbar Styles and Toolbar Colors sections.

• Hide Action Titles - If enabled the toolbar buttons will not show any titles on a desktop screen. Hovering over a button will show the title to clarify functionalities.

• Action Button Size - Choose between large, medium, and small-sized buttons to save space or prevent wrapping. The default size is large.

Inside of top nav

The title and toolbar move inside the navigation bar along the top of the screen. They are placed between the menu items and the user menu. Make sure you have enough space to have everything readable.

Beneath top nav

Create a second navigation-like bar right beneath your actual navigation. The title and toolbar move next to each other inside one row. You can set the background, Subnav Background Color, and text color, Subnav Text Color, in the Toolbar Colors section.

Side toolbar & title top of page

The title and toolbar get separated using this configuration. The title moves inside a second navigation-like bar right beneath your actual navigation. The toolbar moves to the right side of the screen, next to your dashboard. Clicking a button triggers a slideout to view further actions. You can set the background, Subnav Background Color, and text color, Subnav Text Color, in the Toolbar Colors section.

Side Navigation

Top of page

Have your title at the top of a page and the toolbar situated right beneath it. With this option, you can further adjust your toolbar in the Toolbar Styles and Toolbar Colors sections.

• Hide Action Titles - If enabled the toolbar buttons will not show any titles on a desktop screen. Hovering over a button will show the title to clarify functionalities.

• Action Button Size - Choose between large, medium, and small-sized buttons to save space or prevent wrapping. The default size is large.

Top nav bar

Create a second navigation-like bar right beneath your actual navigation. The title and toolbar move next to each other inside one row. You can set the background, Subnav Background Color, and text color, Subnav Text Color, in the Toolbar Colors section.

The color of the toolbar buttons can be set under in the Toolbar Colors section.