The Portals for Tableau New Features series is designed to keep users up to date with all the latest features being added to InterWorks' embedded analytics solution, Portals for Tableau.
Please note that Portals for Tableau are now officially known as Curator by InterWorks. You can learn more at the official Curator website.
Tiles on pages and bar charts on dashboards,
Publishing files and tagging with keywords,
Centralization through external links,
These are a few of my favorite things…
Keep Track of Your Favorite Things
In the beginning, Portals for Tableau focused on, well, Tableau content. When it came to favoriting things in your portal, you were limited to Tableau dashboards. However, as staff got accustomed to visiting the portal as a centralized hub, it was only natural to pull in or link to a lot of other types of content. The limitation to just Tableau dashboards really hindered the usefulness of the feature.
Like wild geese that fly with the moon on their wings, we decided to let the feature soar. Now, you’ve got the ability to not only favorite your most used dashboard but also your beloved pages, files, data manager forms, external links, and a growing list of other content types. All of these favorites can now be shown together on your portal’s homepage, Favorites menu and page tiles, as if they’ve been bundled together in brown paper packages tied up with strings.
Since it doesn’t always make sense to be able to favorite certain pieces of content, like homepages, background images and Contact Us forms, favoriting must be explicitly enabled for these items. Look for the Favoritable? switch when editing pages, files, keywords and data manager groups to turn on the ability. Pages and files have this setting under the Misc tab, but keywords and data manager groups will have the setting prominently displayed. Other content, such as external links, has the ability to favorite enabled by default:
Now then, the next time you log into your portal—sad that you might not be able to find your desired content—simply let the portal remember your favorite things, and then you won’t feel so bad.
(Good luck getting that song out of your head now…)