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.
Related
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.
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?
I have a report where I am using an on-demand sub-report. But my user is viewing this report from a java application. So whenever he run the report he will view this report in PDF.
Report format:
country name location sales
<on-demand subreport>
Now once he run the report he will get all the above fields data in PDF format.
So now if clicked on location field data in PDF will he get the sub-report's data.
PDF isn't intended to generate dynamic content. As such, you'll need to find an approach that will render the desire content in a static manner.
I would suggest that you parameterize your report to display one of these options:
main only
main + subreport
The PDF will either contain the main report's content or the main and subreport's content.
** edit **
If you are using BusinessObjects Enterprise (BOE), you could use the openDocument API to generate a new report instance or the most-recently-generated instance. I don't know if Crystal Reports Server supports this feature for certain.
If you are rendering reports in a Java application, then you will need to a way to intercept the hyperlinks--a server, most likely. By in large, you'd be reinventing Crystal Reports Server/BOE.
Basically I understand as you need two thing.
you need to generate a report and export/generate in pdf.
in you need to attach link or something like editable field pdf.
For First answer, you can easily hide/show of sub-report in crystal report side. but not after report generate in pdf.
So for second answer, you need to pdf professional or editable allow version. after you get that you simply use itextsharp.dll (to generate pdf from asp.net-see below link).
So finally I think, does not needed crystal report.
please check this link.
How to create an editable pdf in asp.net?
Pdf's fields should remain editable using itextsharp in asp.net
Creating a fillable PDF form with ITextSharp
I am using SQL Server Reporting Services 2008 for reporting. When we export the report to Excel, the footer image or textbox is not exported. Header image is getting exported successfully.
Does anybody know a solution for this?
Jon is correct they are exported but on opening the file you wont automatically see them as they are not displayed in "Normal" view, in 2007 switch to "Page Layout" view. not sure what its called in other versions of excel.
Note: You also might want to read this as it relates to the use of Headers/Footers in RDLC and exporting them to Excel.
Footers in Reporting Services are exported in Excel.
To see them, you need to click View -> Headers and Footers (in Excel)