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To Create a Navigation menu item:
  1. Navigate to the backend of the system (e.g. http://curatorexample.com/backend).
  2. Navigate to the Content > Navigation section from the left-hand menu.
  3. Expand/collapse the navigation using the carets to find the menu you would like to edit - or click “New Menu Link” to create a new item.
  4. From the Create New / Update Link page, you can create/modify your new menu item as you’d like.
  5. Once your menu items have been created, visit the Reorder page by navigating to the Content > Reorder Navigation section from the left-hand menu.
  6. Click and hold the dots ⠀ to drag/drop your menu items and reorder them as you’d like
To Bulk Create Tableau Dashboards as Menu Items:
  1. Navigate to Tableau > Dashboards on the backend
  2. Select the Dashboards you would like to create as menu items
  3. Click Create Menu Items button
To Bulk Create Power BI Dashboards as Menu Items:
  1. Navigate to Power BI > Dashboards on the backend
  2. Select the Dashboards you would like to create as menu items
  3. Click Create Menu Items button
To Bulk Create Power BI Reports as Menu Items:
  1. Navigate to Power BI > Reports on the backend
  2. Select the Reports you would like to create as menu items
  3. Click Create Menu Items button
Link Types: Dashboard The Dashboard type is used to link to existing dashboards. See the Embedded Tableau Server Views section for more information. Data Manager The data manager type is used to link to a front-end enabled data manager page. See the Data Manager section for more information. Dropdown Placeholder The dropdown placeholder type is used to create a grouping or level in the multilevel navigation. Doesn’t contain a link and only displays text. File The file type links to a file that has been uploaded to the site. The file is served directly to the browser for download or direct viewing — it is not rendered inside Curator’s page layout. To display custom HTML content within a Curator page, use a Page with a Manual Embed (iFrame) element instead. See the File section for more information. Keyword The keyword type is used to create a link to a listing of content tagged with a specified keyword. Menu Page The menu page type allows you to enter the name of a menu item. The menu link will then take you to a page that displays all of the dashboards directly under (one menu level) the specified menu item. Similar to a keyword page. Project The project type syncs in every Dashboard from the chosen Project. These Dashboards will be created and configurable in the Dashboards area of the Backend. By default the project link acts as a dropdown placeholder and the synced Dashboards are nested beneath it as its children, so you can give the dropdown its own title and icon. Switch on Create synced Dashboards as siblings if you would rather the Dashboards were created alongside the project link instead of beneath it; the project link itself is then hidden from the navigation. Existing project links created before this option was added keep the sibling behavior, so nothing moves when you upgrade. After you save the menu item, the Dashboards are populated by a background job rather than immediately, so they appear in the navigation shortly after saving rather than instantly. Curator confirms this with the message “Tableau Project dashboards are syncing in the background and will appear shortly.”; this is expected behavior, not an error. Changing that option re-arranges the Dashboards that have already been synced. That happens in the background and can take several minutes on a Project with a lot of Dashboards. Only Dashboards created by the automatic sync are moved: links you placed by hand are left where they are. A Dashboard synced moments before you changed the option may sit out that first re-arrange, because Curator is still collecting its details from Tableau; the next sync of that Project moves it into place. A project link must sit inside another menu item — it cannot be a top-level item. More info on this can be found here. Projects The projects type syncs in every Dashboard from every Project on the specified Site — it is the project type applied to the whole Site. Each Project gets its own dropdown placeholder beneath this link, with that Project’s Dashboards as direct children. There is no Workbook level, unlike the workbooks type. Because the placeholders are real menu items you can reorder, rename, and restrict access to them, and they appear in the backend menu tree. Be aware that this creates a Dashboard record in the Curator backend for every Dashboard on the Site, which can be a very large number, and each of those Dashboards has metadata and a thumbnail to fetch and keep refreshed. The placeholders and links are shared rather than generated per user, so what each person sees is decided by permission checks against Tableau. Workbooks without an accessible Project (for example, Workbooks in a user’s Personal Space, or Workbooks whose Project has been deleted) are omitted rather than listed, and a Project whose Workbooks have all been removed has its placeholder pruned on the next sync. Page The page type is used to link to a static page. See the Pages section for more information. Tag The tag type is used to automatically create links to any Tableau Server workbooks which have been tagged with a specific name. See the Tagged Workbooks section for more information. Web Edit The web edit type is used to create a link to the Tableau Server web editor for a specified Dashboard. Workbook The workbook link type imports in all of the dashboards from a workbook as menu items. It will also automatically pull in future dashboards added to the workbook. The parent nav item itself is non-clickable and acts as a dropdown placeholder; only the child dashboard items are clickable links. Workbooks The workbooks link type imports in all of the dashboards from all workbooks in a project as menu items. It will also automatically pull in future dashboards added to the project. The parent nav item itself is non-clickable and acts as a dropdown placeholder; only the child dashboard items are clickable links. Custom URL This link type is used to create a link to a custom URL. Extra options are provided to customize this like opening the link in a new tab or the same tab. External URL This link type is used to create a link to an external URL. This is a slimmed-down version of the Custom URL. NOTE: If you are adding a link that is external to your Curator instance, ensure that you prepend the proper protocol to your URL. For example, to add InterWorks.com use http://www.interworks.com, or https://www.interworks.com.