In this blog, we will be focusing on one such specific requirement that most Tableau users and clients look for i. Tableau realizing this has an extremely useful built-in feature for users to download their visualizations. For instance, the download feature at times leaves users bewildered as to how exactly they need to go about to download a PDF. At times the necessary steps you need to follow are not fully understood by all business intelligence users.
I hope you liked the solution. Let me know your feedback in the comments section. Using Scheduler to fully automate the download of the resulting PDF File and further use Power Shell to Encrypt the username and password for highly confidential market areas.
Automation: Download Tableau Dashboard as PDF Option To solve our problem we will be applying a solution that automatically downloads separate files for separate filters without users having to do the same manually and repeatedly. Ensure that you have your local system admin rights if you are working for an organization.
The sample URL and dashboard I am using is in this blog below. PDF : Opens a dialog window to select download options. Under Include , select the the part of the workbook you want to download. Select this view, specific sheets from a workbook or dashboard, or select all. Select Scaling to control the image's appearance on the PDF. Select Paper Size and Orientation. PowerPoint : Downloads selected sheets as images on individual slides in a PowerPoint presentation.
For untabbed views, you can select only currently visible content. However, hidden sheets visible in a dashboard can be selected if you choose Specific sheets from this workbook. If you select a story sheet, all story points export as separate slides.
Any filters, parameters, or selections currently applied in Tableau are reflected in the exported presentation. The generated PowerPoint file includes a title slide with the name of your workbook and the date the file was generated.
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