I was wondering if it is possible to print/down large PDF large report from a dashboard that requires many pages with a company logo. I tried view and it is only what is on my screen and the specific sheets from this dashboard does not include the logo which I need.
Not big text tables like that :( Essentially Tableau is a dashboarding tool and what you have created is a massive spreadsheet - that you now want to turn into a PDF? (yikes!!)
I'd revisit your requirements. Is it easier to pull the data directly from the database as a CSV? and then do some formatting? A PDF will be a nightmare for any user.
Tableau has (in my own opinion) limited features about exporting data in different formats, and it is because it is not a reporting tool (like SAP BusinessObjects for example).
The best way to add a company logo is to add an "Image" block inside your dashboard with the logo. The following image shows how to add in Tableau Online, I can't understand if you're using Tableau Online or Tableau Server, you mention Tableau Web that does not exist :-) .
Now I think that your problem is if you want to repeat the logo on every single page that you export, is this your case?
Related
I want to show an excel button that allows the users to download the results.
I want the users to download the table data shown in the workbook. The user should be able to download the filtered data.
For example if he selects regions as 'America', then in the excel sheet he must get only the data having 'America' as the region.
Please help me in achieving this!
The short answer is that you can't.
Unfortunately, there's not Excel download button like download PDF for the moment.
The long answer is about two workarounds that you can follow:
if you're using Tableau Server you can simply add .csv to your view's URL to make it downloadable in CSV. For example http://tableauservercompany/#/myview will become http://tableauservercompany/#/myview.csv. You can also apply filters as described in this tutorial.
another workaround is to include in your workbook a worksheet (not a dashboard) with the table you want to let users download to Excel. In this way users can go to Download and select Excel file.
Once your dashboard is complete, just drag the download component (lower left corner in Object section), and set it for cross-tab (default is PDF).
This feature will be available if your dashboard is published on Tableau Server/Online and it will download the current data depending of what users see when they click on the download button.
Is there any reporting tool from which I can automate the output as Power Point. I have access to Crystal and Tableau. From Crystal I can only download report as PDF and then paste in the PPT. Tableau I can download as PPT but some formatting issues and I need to manually download as PPT. Please advise. Thank you.
I think you may want to take a look at DOMO which can:
render a dashboard as a slideshow on the fly (https://domohelp.domo.com/hc/en-us/articles/360043437793-Sharing-Content-Using-Slideshows)
download a PPT for your dashboard
allow you to create refreshable ppt based on your own template (https://domohelp.domo.com/hc/en-us/articles/360043437953-Using-the-Domo-PowerPoint-Plugin)
Do you simply need to convert the report pages to a brand new PowerPoint file with one slide per each report page?
Any extra needs such as using a PowerPoint template?
Or using an existing "hosting" PowerPoint file and a target page for insertion?
Do you need any resizing or cropping of content before it gets inserted into the PowerPoint file?
What is the frequency at which this is needed?
Has anyone used a tableau extension to download data from the dashboards in a very precise manner? I am looking to upgrade the download functionality by building a custom download button that produce specific reports based on the sheets.
The goal would be a download button that can write the information back to the server and allow the user to download that file (something palpable for end users like excel).
I am aware of tableau servers existing download to excel functionality, but do to permission for the end user we cannot enable this, and the complexity of the dashboards makes it less useful regardless.
If anyone has any links or info on this please share, thanks.
I am planning to share a dashboard using Tableau Reader. I developed the dashboard in Tableau Desktop and have several sheets (that connect to dashboard) that I would like to hide before sharing. I saved the .twb to a .twbx and opened the file and to my surprise the hidden sheets are now visible in Reader. To this point I have not found any solutions or workarounds to this problem.
Can anyone provide some help here?
Thanks
Tableau Reader allows user to see everything, including the hidden sheets. The workaround is you can create a calculated field that is always wrong (i.e. 0>0), and apply it to the filter in the sheets you want to hide. Now when user open the Tableau Reader and click the sheets you want to hide, they will see blank sheets. It's not pretty, but that's the easiest way to not show specific sheets.
On your side, you can easily make the sheets visible by removing the filter.
I have a viz showing on our site and the sales people may have customized it by running filters on it. This customized report we want to export as a pdf. Can i customize this some how to use a specific header and text as well?
Here are some things that i would like to include
I want to put a custom header/image
Some text to show contact us/sales rep info and some descriptive text
The viz as it is displaying with filter applied
Some text underneath the viz
FYI: this viz is showing on our site. I am not referring to Tableau server.
Thanks.
Out of the box, with Tableau Server there is a tool called tabcmd that you can use to create a PDF of the viz on Server (see http://kb.tableausoftware.com/articles/knowledgebase/using-tabcmd).
Once you have created the PDF you would need to run a second job with something like Coherent's PDF Command Line Tools (http://www.coherentpdf.com/usage-examples.html) to mark up the PDF with the content you want to add.