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Embedding & Using Analytics: Filters & Parameters

Specify Filter Sheet

Curator provides the ability to get your filter options from the data. The standard dynamic filtering looks at the first worksheet loaded. However, you may have multiple data sources compromising your Dashboard or a slow-loading worksheet you want to avoid. Use the steps below to specify a worksheet to improve load time and narrow the scope of the data that Curator has to retrieve to populate your filter values.

To enable Specify Filter Sheet

  1. Navigate to the backend of the system (e.g. http://curatorexample.com/backend).
  2. Log in if prompted.
  3. Click on Tableau > Dashboards in the left-hand menu.
  4. Click on the Dashboard you want to edit.
  5. Click the Misc tab.
  6. Toggle on the Specify Filter Sheet option in the Filters & Parameters section.

This will display two additional fields "Filter Worksheet" and "Use Summary Data". The "Filter Worksheet" field will allow you to specify the name of the worksheet to pull from. The switch for "Use Summary Data" uses a quicker API call that pulls from the Summary Data rather than all of the Underlying Data. To determine if what you're looking for is in the Summary Data you will need to View Data within your workbook on Tableau Desktop.