Tableau - Download View to Workflows

Overview

Download a view from Tableau as a PNG, PDF, or CSV file. Typically used for pulling live data visuals and sending them to a messaging service, like Email or Slack.

Variables

Name	Reference	Type	Required	Default	Options	Description
Authentication Method	TABLEAU_SIGN_IN_METHOD	Select	✅	username_password	Username & Password: username_password Access Token: access_token	Determine which authentication method to use when connecting to Tableau.
Username or Access Token Name	TABLEAU_USERNAME	Alphanumeric	✅	None	-	Your personal username or the name of the access token that you use to log in with Tableau.
Password or Access Token	TABLEAU_PASSWORD	Password	✅	None	-	The password associated with the provided username OR the access token associated with the provided access token name.
Server URL	TABLEAU_SERVER_URL	Alphanumeric	✅	None	-	The scheme, subdomain, domain, and top-level domain (TLD) of your Tableau URL.
Site ID	TABLEAU_SITE_ID	Alphanumeric	✅	None	-	Typically found in the URL as /site/YOURSITEID/
Project Name	TABLEAU_PROJECT_NAME	Alphanumeric	✅	None	-	The project name that the workbook view you want to download lives in. Leave blank if found in the root project.
Workbook Name	TABLEAU_WORKBOOK_NAME	Alphanumeric	✅	None	-	The name of the workbook that the view you want to download lives in.
View Name	TABLEAU_VIEW_NAME	Alphanumeric	✅	None	-	Name of the view that you want to download.
Download As	TABLEAU_FILE_TYPE	Select	✅	png	.png: png .pdf: pdf .csv: csv	File format to download the specified view name as.
File Name	TABLEAU_DESTINATION_FILE_NAME	Alphanumeric	✅	None	-	File name that will be created for the view being downloaded. Include the extension.
Folder Name	TABLEAU_DESTINATION_FOLDER_NAME	Alphanumeric	➖	None	-	Folder where the file will be created. Leave blank to store in the current working directory

YAML

Below is the YAML template

YAML


source:
  template: Tableau - Download View to Workflows
  inputs:
    TABLEAU_SIGN_IN_METHOD: username_password
    TABLEAU_USERNAME:
    TABLEAU_PASSWORD:
    TABLEAU_SERVER_URL:
    TABLEAU_SITE_ID:
    TABLEAU_PROJECT_NAME:
    TABLEAU_WORKBOOK_NAME:
    TABLEAU_VIEW_NAME:
    TABLEAU_FILE_TYPE: png
    TABLEAU_DESTINATION_FILE_NAME:
    TABLEAU_DESTINATION_FOLDER_NAME:
  type: TEMPLATE
guardrails:
  retry_count: 1
  retry_wait: 0h0m0s
  runtime_cutoff: 1h0m0s
  exclude_exit_code_ranges:
    - 200
    - 201
    - 202
    - 203
    - 204
    - 205