Dashboard Settings

When adding a Tableau Dashboard to the Curator backend, there are several tabs that offer a range of settings to customize the integration, display, and functionality of your Dashboard. This guide will walk you through each tab and its available options, ensuring you make the most of Curator’s features to enhance your Tableau experience.

To access these settings:

1. Navigate to the backend of the system and log in if prompted.
2. Navigate to Tableau > Dashboards.
3. Select the Dashboard for which you want to adjust the settings.

If you have not added a Dashboard yet, check out our Adding a Dashboard Guide

Below, you find detailed explanations of all the toggles, input fields, and settings within each tab:

Tab: Dashboard

This tab contains the primary settings for adding a Tableau Dashboard to Curator. When you select a Dashboard from the dropdown fields, the input fields below will automatically populate with the corresponding values.

• Title: The name of the Dashboard as it will appear in the Curator portal. It automatically picks up the title of your Dashboard from Tableau, but you can adjust it here if you prefer a different title. If you want to change titles in Curator, ensure you have the Use Curator Dashboard Titles toggle enabled in your Portal Settings (Backend > Settings > Curator > Portal Settings > Features tab > Usability section).

• Tableau Server Dashboard URL: The direct URL to the Dashboard on Tableau Server. No changes are needed here. This is useful for ensuring you are embedding the correct Dashboard - copying and pasting this into a new tab ensures you're certain of the Dashboard you're embedding.

• Curator Dashboard URL "Slug": The ending of the URL used to access the Dashboard in Curator. You can adjust this as needed, but note that special characters are not supported. The full link to your Dashboard is displayed in the top right corner of the edit-Dashboard page.

• Dashboard Tabs: Determines whether or not other Dashboards published in the workbook should be shown and how. The display options are:

  1. Off - Do not show any other Dashboards from this workbook.
  2. Styled (Web Friendly) - Show tabs that can be styled in the Themes (Backend > Settings > Curator > Themes > select your Theme > Title and Toolbar tab). Check out our Design options here.
  3. Tableau Server Native - Show tabs as they appear on Tableau Server. When using this option it is important to know that Tableau renders the Dashboard with the largest dimensions assigned in the workbook. This may lead to scroll bars within the iframe. Please refer to the Knowledge Base article for more info.

  Note: This selection field is influenced by two factors:

  1. To make a selection, you need to publish your workbook with sheets as tabs.
  2. A global setting takes precedence over whether or not you can show tabs. This setting is found in Tableau Server Settings (Backend > Settings > Tableau > Tableau Server Settings > Workbooks section

     Global Dashboard Tabs selection field).

Tab: Discovery

This tab focuses on how the Dashboard will be discovered within the Curator portal.

• Search & Content Discovery: Add keywords to associate with your Dashboard. When users search for the specified keyword, the Dashboard will appear in the results. To add new keywords refer to this guide.

  If you turn on the Hidden switch, this Dashboard will not be discoverable through search, and it will not be displayed in any tiles or in the Explorer.

  The Featured flag adds the Dashboard to the list of featured Dashboards. This list can be used for content selection in Tiles, Explorer, Feed, and List elements on your pages.

• Description: Add context to your Dashboard. This information can be displayed in two places:

  1. On hover over tiles:
     • The global setting can be adjusted in Themes (Backend > Settings > Curator > Themes > select your Theme > Pages tab > Tiles Styles on the left-hand side > Show Tile Description selection field).
     • The individual setting is on the Page > Tiles Element > Tiles Settings > Show Description.
     • Note: The global setting will enable the individual setting.
  2. In the toolbar: Show the description when navigating to the frontend page of the Dashboard. To enable this, go to Backend > Settings > Curator > Portal Settings > Features tab > Toolbar Buttons (Curator Actions) > switch on Dashboard Info Button.

• Related Content: Associate menu items with your Dashboard. You can set how related content is displayed in Backend > Settings > Curator > Portal Settings > Features tab > Usability section > Related Content Position selection field.

• New & Updated Flags: Use the toggles to manually add a flag to the Dashboard that notifies your users.

Tab: Display

In this tab, you can configure the visual aspects and layout of how the Dashboard will be displayed within Curator.

• Thumbnail/Icon: This displays the current thumbnail of your Dashboard, retrieved using Tableau's REST API during regular cron jobs. You can delete the current image by clicking the "x" next to the file name. In Alternate Thumbnail URL, you can specify a different URL to retrieve the thumbnail. If you want to refresh the thumbnail immediately, use the Refresh Thumbnail button. If you prefer to upload a static image, use the Icon Image file upload instead.

• Loading Screen: Select the loading screen to display while this Dashboard is loading. If you want to add new loading screens to the options, check out this guide.

• Tutorial: Select a tutorial to show when users navigate to the Dashboard. This guide walks you through the steps of how to create a tutorial.

• Comments: Enable User Commenting if you want to allow users to add comments to the Dashboard. To use this feature, you need to have Data Manager enabled. If you don't have Data Manager enabled yet, refer to these steps. Comments are stored in the Curator database in the interworks_datamanager_comment table.

• Mobile: Point to a different Dashboard on Tableau Server for use in mobile view. Note that this feature is deprecated and will be removed in a future release.

Tab: Filters

The Filters tab allows you to configure the filters and parameters available for users interacting with the Dashboard.

• Filters: Add any of the selectable Curator filters to the Dashboard. Filters that don't match any field in your applied data source will be greyed out. Check out this guide to add new Filters.

• Parameters: Add any of the selectable Curator parameters to the Dashboard. Parameters that don't match any field in your applied data source will be greyed out. Check out this guide to add new Parameters.

• Specify Filter Sheet: Specify a sheet from your Dashboard to retrieve filter or parameter options if you want to customize Curator's default behavior. Check out this documentation for all the details.

• Ignore Filter and Parameter Changes from Dashboard: By default, Curator listens to filter and parameter changes made within the Dashboard and adds them to the Curator URL. This allows the Dashboard to be reloaded with the same filters and parameters applied without resetting them. If you prefer not to have this behavior for your Dashboard, turn on this switch.

Tab: Advanced

This tab provides access to more advanced settings and customizations.

• Data Export Options: Configure export options for your users. If allowing CSV and/or Excel exports, you can either show a list of worksheets for data export or specify a worksheet for automatic download. Alternatively, you can specify a link for the export in the Alternate CSV Link field. You can also provide an Alternate PDF Link for downloading in PDF format. Note: You need to enable the export features in Backend > Settings > Curator > Portal Settings > Features Tab > Toolbar Buttons (Tableau Actions) section.

• Report Builder: If Report Builder is enabled, you can specify a sheet for export to presentations in the Use PPTX Tab field. You can also specify an Alternate Report Builder Dashboard Link to use this Dashboard for export instead. More details on the Report Builder feature are documented here.

• Menu Options: Turn on the Treat as a Workbook? switch if you want all Dashboards in this workbook to be listed under this Dashboard's menu item. This option also enables tabs.

• Embedded Options: Adjust these settings to refine how your Dashboard is embedded in Curator. Your options are:

  1. Link Target: Override where links from within the Dashboard should load. For more information, click here.
  2. Show Toolbar: Switch on if you want to show the Tableau Server toolbar below the Dashboard, in addition to or instead of the Curator toolbar. If enabled, you can also choose to hide the Subscribe and Alert buttons from the Tableau Server toolbar.
  3. Refresh Data: Switch on to ensure you are loading the latest data, not a cached version from Tableau Server. Note: This might significantly affect the Dashboard's loading time.
  4. Render Client-Side: Override the Tableau Server's configured behavior for this specific Dashboard. Check out this article for more details.

• Miscellaneous:

  • Dashboard Timer: If enabled, a small timer is displayed in a corner of the screen when accessing a Dashboard on the frontend.
  • Disable URL Filter: Filter/parameter changes will not be added to the URL and will be ignored when loading the Dashboard with respective parameters.

• Custom Code: Add your own JavaScript snippets here to customize the Dashboard experience. Important: We cannot guarantee your code will work, as we cannot test it, and we cannot offer support for Custom Code. Please refer to this article for more information.

Tab: Mark Commenting

In this tab, you can configure the mark commenting functionality, allowing users to leave comments on specific marks within the Dashboard.

• Inline Mark Commenting: Details on Inline Mark Commenting and how to set it up can be found in this documentation article.

• Tableau Group Whitelist: Add groups from Tableau Server if you want to restrict commenting permissions to specific groups only.

If you encounter any unclear areas or mistakes, feel free to reach out to your lovely Curator team!