How do I control the overall set of content that is exposed to users in my Rapid Portal?

Typically in an embedded analytics application you want to expose a subset of all content that is available in Tableau. There is a specific use case and associated dashboards you are exposing externally to clients or you are just trying to simplify the user experience for your internal users.

Tags in Tableau

Using tags on Tableau content in your Tableau Server/Online is one of the ways to expose content in the Zuar Rapid Portal.

Below is a graphic showing all of the content in Tableau versus the subset of content (tagged with "embed") that shows up in the Zuar Rapid Portal.

Tableau documentation on tags here.

Authors can tag content when they publish it to a Tableau server. You can also add tags to any content you are allowed to access, and you can delete any tags you have added.

Permissions in Tableau

The Zuar Rapid Portal leverages all of the security on the Tableau side. Specifically, users in the Rapid Portal only see content they are allowed to see in Tableau.

Below is a graphic showing all of the content in Tableau versus the subset of content that a specific user has access to and therefore that shows up in the Zuar Rapid Portal.

Tableau documentation on permissions from a Tableau Server/Online perspective here. Tableau documentation on setting permissions as a content creator here.

How do I sort the content that is exposed in the Portal?

Now that you have content exposed in the Rapid Portal, you may want to sort that content in some way. By default, the content is sorted alphanumerically ascending.

Naming convention in Tableau

Favorites in the Rapid Portal

Individual users can favorite content they have access to in the portal to give them control over what content they want to see first.

Favoriting content can be done directly in the Rapid Portal by clicking on the star in the bottom right of any dashboard thumbnail.

Tableau documentation on favorites here.