Creating a Link with Favorite Dashboards in Tableau
Note – Creating a Favorites link is a great way to access all of your favorite folders and dashboards, but it does have its disadvantages. You will not get to see new content in this area as it’s being added into the production space on CWRU Analytics unless you are on the Explore section.
Go directly to data.case.edu or you can go to the Data Management, Analytics and Visualization team website under Access Data where you will find links to the Tableau data portals.
You will be directed to the CWRU single sign-on. Please enter your CWRU credentials and complete the multi-factor identification (DUO push).
Once you log into the enterprise Tableau server you may have access to multiple server sites. The CWRU Analytics site is our enterprise site, with deployed dashboards, and other sites are work areas for individual units on campus for collaboration and dashboard development. If you have access to multiple server sites you can toggle between them using the dropdown menu on the left-hand side of the screen (see below). Select a folder that has dashboards that you would like to have in your Favorite section.
Once in the folder, select all of the dashboards that are your favorites by selecting the star next to the name (see below). You can also select a whole folder as a favorite as well.
Repeat step four with all of the folders and dashboards that you would like in your Favorite section.
Select Favorites on the left-hand bar to see all of your selected dashboards and/or folders.
You may make your Favorite page your default start page to make dashboards of interest more easily found. To do this, select the icon with your initials in the upper right-hand corner of the browser and select “Make This My Start Page” (see below). Note – These are based on individual permissions and login IDs, so your Favorites will not be the same as another employee’s favorites.
You can also bookmark this URL for your favorites in your preferred web browser for easy access.
For more information on marking favorite content, please see https://help.tableau.com/current/pro/desktop/en-us/favorites.htm.
You can now create Collections of content as well, which can be private or shared with others. To find out more, please see https://help.tableau.com/current/pro/desktop/en-us/collections.htm.