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.
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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?
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.
I am trying to automatically update a .txt file-based data source in Tableau Desktop but can't find how to do it. What I want is to see a "live" chart on a worksheet not having to push F5 every time. Is there a way to do this?
No there's not.
Tableau Desktop is the editor you can use to create visualizations and it's not build to shove "live" data even though you can refresh data via F5.
You can achieve something like you want, publishing your dashboard to a Tableau Server/Online and then using some tricks.
Please check this related S.O. post:
Auto refresh Tableau online dashboard using "Auto refresh" Chrome extension
I have many tableau workbooks on our tableau server. I want to automate these workbooks and print them to PDF and email them to specific people.
Could anyone help me with this ?
Thanks in advance
Still there is no option to publish automatically but you can do it with some trick below
there few requirement before you get start.
Your viewer need static IP address so we can access tableau without login and download pdf file click here.
Little knowledge programming i.e. R or Python to send email and hit link to download file click here
You should be able to use the Tableau REST API for this task - there is a feature currently being voted on here: https://community.tableau.com/ideas/5025
This post here has more details for you about a potential workaround that might suit your needs: https://community.tableau.com/docs/DOC-8361
One of our customer's uses Netsuite ERP. We would like to be able accept pick tickets(orders) from them in a format that would allow us to import the pick tickets into our custom built ERP system. Naturally, I asked them if they could export the pick tickets as CSV to us.
They are attempting to build a custom report with all the fields we need and export it into csv. Aside from them having issues exporting the report only to HTML... Im curious as to why they cant just export the pick ticket they have been sending us, which is in pdf format.
On top of that. Ive noticed via SuitesScript you could modify the on click event to generate a csv of the data. So when they click generate print ticket, why could it not easily generate a csv at that time?
Basically, due to me not havign hands on to their NetSuite system - or any insight to the inner working of NetSuite, im looking to the community to explain to me, what they are doing wrong - or what the best solution is to attain the goal of: exporting a pick ticket(im assuming this is based from the sales order in netsuite...) in a friendly format, allowing me to automate the order entry into my company's system.
I am sure Netsuite provides CSV option for exporting Reports. Please refer to this doc.
To export a report:
On the Reports page, click the name of the report you want to see.
In the footer of the report, select Export-CSV, Export-Microsoft® Word, Export-Microsoft® Excel, or Export-PDF.
One possible problem may be the Role Permissions. Please refer to this.
If your search results pages do not include an Export button, your account administrator may not have assigned you the Full level for the Perform Search permission. This level is required for exporting search results. The Export Lists permission also is required. See Permissions for Searches.
you should be able to export pdf. Please refer to https://github.com/eliseobeltran/NSProject/blob/314c5a03c4251cd06d451527103b7b85bb63f130/GOP/Innov.GOP.GeneratePDF.js
Once you create the saved search, NetSuite has the option to export the saved search as the CSV, MS EXCEL, or PDF. But it's a manual approach. You can do it automatically by writing a JavaScript script in the Suite Script.