> ## Documentation Index
> Fetch the complete documentation index at: https://docs.curator.interworks.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Adding Your First Dashboard

> Step-by-step guide to create your first analytics connection and add dashboards to Curator.

Click on **Integrations → Connections**

Click on **New Connection button**

* **Name**
  * Name your connection
* **Slug**
  * This slug (url extension) will auto-generate but can be customized
* **Description**
* **Platform**
  * Options include: Tableau, Power BI, ThoughtSpot
  * After selecting an option, fill out the platform specific connection information and credentials

## Tableau

### Tableau Server

1. **Enter Site name** (e.g. `https://analytics.acme.com`)
2. **Enter Service Account credentials or Personal Access Token**. To enter Personal Access Token, follow the below steps:
   1. Log onto your Tableau Server
   2. Click account icon on top right of screen (by default, will by a circle with your initials in it)
   3. Select My Account Settings
   4. Scroll to Personal Access Token
   5. Enter a Name for your Token and click Create Token

Additional information on Personal Access Tokens can be found in [Tableau’s documentation](https://help.tableau.com/current/pro/desktop/en-us/useracct.htm#create-and-revoke-personal-access-tokens).

### Tableau Cloud

1. **Select the Tableau Cloud Host region** (found in the server url)
2. **Enter the Site name** (found in the server url after logging in)
3. **Enter your Personal Access Token**
4. **To enter Personal Access Token, follow the below steps:**
   1. Log onto your Tableau Server
   2. Click account icon on top right of screen (by default, will by a circle with your initials in it)
   3. Select My Account Settings
   4. Scroll to Personal Access Token
   5. Enter a Name for your Token and click Create Token

Additional information on Personal Access Tokens can be found in [Tableau’s documentation](https://help.tableau.com/current/pro/desktop/en-us/useracct.htm#create-and-revoke-personal-access-tokens).

#### Power BI

**Enter your Tenant ID in Azure**. To find your Tenant ID, follow this [documentation](https://learn.microsoft.com/en-us/azure/active-directory/fundamentals/how-to-find-tenant).

#### ThoughtSpot

1. Enter your ThoughtSpot URL
2. Enter your ThoughtSpot credentials

## Adding a Dashboard From Your Server

Once you have established a connection to your server you can begin adding individual Dashboard connections. For our
example we will follow along with a Tableau Dashboard but the instructions are similar for other BI platforms.

1. **Click Tableau** (or your BI Platform Option) → **Dashboards**
2. **Click the New Dashboard Button**

Select desired Server, Site, Project, Workbook, and Dashboard then click create to establish a connection.

<img src="https://mintcdn.com/interworks/x0r9dMo3GyjABFAR/assets/images/setup/trial_quick_start_guide/adding-dashboard-from-server-1.png?fit=max&auto=format&n=x0r9dMo3GyjABFAR&q=85&s=5b4f6ae029eaa05f70d65c2e05edbfb5" alt="Dashboard dropdowns" width="1806" height="474" data-path="assets/images/setup/trial_quick_start_guide/adding-dashboard-from-server-1.png" />

Connect dashboards will be listed in the Tableau → Dashboard menu:

<img src="https://mintcdn.com/interworks/x0r9dMo3GyjABFAR/assets/images/setup/trial_quick_start_guide/box-notes-image-2023-08-07-133321.png?fit=max&auto=format&n=x0r9dMo3GyjABFAR&q=85&s=4d5bec7ca5b712512cb0bd83092ef3e6" alt="Dashboard list" width="1851" height="351" data-path="assets/images/setup/trial_quick_start_guide/box-notes-image-2023-08-07-133321.png" />

## Adding a Menu Link to the Navigation

After a connection to a Dashboard has been established, the simplest method is to add a menu link to the navigation pane
at the top of your environment.

<img src="https://mintcdn.com/interworks/x0r9dMo3GyjABFAR/assets/images/setup/trial_quick_start_guide/box-notes-image-2023-08-07-123206.png?fit=max&auto=format&n=x0r9dMo3GyjABFAR&q=85&s=f66ed94a76584cd2c1fdf5a5384ab5fe" alt="homepage hero image and menu" width="1503" height="361" data-path="assets/images/setup/trial_quick_start_guide/box-notes-image-2023-08-07-123206.png" />

Click **Content → Navigation**

1. Select New Menu Link
2. Select your Dashboard Link Type
3. Select your Dashboard
4. Select Create

Once you create the link you will be brought to a page that displays the navigation hierarchy. You can control the
navigation pane’s order and drop down menus here:

<img src="https://mintcdn.com/interworks/x0r9dMo3GyjABFAR/assets/images/setup/trial_quick_start_guide/box-notes-image-2023-08-07-124312.png?fit=max&auto=format&n=x0r9dMo3GyjABFAR&q=85&s=146744102f74015990c6603190c1611a" alt="navigation reorder view" width="1359" height="493" data-path="assets/images/setup/trial_quick_start_guide/box-notes-image-2023-08-07-124312.png" />

After you have decided on hierarchy, navigate to the front end and see your new navigation menu items that lead to your dashboards:

<img src="https://mintcdn.com/interworks/x0r9dMo3GyjABFAR/assets/images/setup/trial_quick_start_guide/box-notes-image-2023-08-07-124522.png?fit=max&auto=format&n=x0r9dMo3GyjABFAR&q=85&s=ff233cba5eb018185e46fb5d53c4aea6" alt="homepage hero image and menu" width="1334" height="362" data-path="assets/images/setup/trial_quick_start_guide/box-notes-image-2023-08-07-124522.png" />
