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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

-

-

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

-

-

The password associated with the provided username OR the access token associated with the provided access token name.

Server URL

TABLEAU_SERVER_URL

Alphanumeric

-

-

The scheme, subdomain, domain, and top-level domain (TLD) of your Tableau URL.

Site ID

TABLEAU_SITE_ID

Alphanumeric

-

-

Typically found in the URL as /site/YOURSITEID/

Project Name

TABLEAU_PROJECT_NAME

Alphanumeric

-

-

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

-

-

The name of the workbook that the view you want to download lives in.

View Name

TABLEAU_VIEW_NAME

Alphanumeric

-

-

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

-

-

File name that will be created for the view being downloaded. Include the extension.

Folder Name

TABLEAU_DESTINATION_FOLDER_NAME

Alphanumeric

-

-

Folder where the file will be created. Leave blank to store in the current working directory

YAML

Below is the YAML template for this Template and can be used in the Fleet YAML Editor.

CODE
source:
  blueprint: Tableau - Download View to Shipyard
  inputs:
    TABLEAU_SIGN_IN_METHOD: username_password  ## REQUIRED
    TABLEAU_USERNAME: null ## REQUIRED
    TABLEAU_PASSWORD: null ## REQUIRED
    TABLEAU_SERVER_URL: null ## REQUIRED
    TABLEAU_SITE_ID: null ## REQUIRED
    TABLEAU_PROJECT_NAME: null ## REQUIRED
    TABLEAU_WORKBOOK_NAME: null ## REQUIRED
    TABLEAU_VIEW_NAME: null ## REQUIRED
    TABLEAU_FILE_TYPE: png ## REQUIRED
    TABLEAU_DESTINATION_FILE_NAME: null ## REQUIRED
    TABLEAU_DESTINATION_FOLDER_NAME: null
  type: BLUEPRINT
guardrails:
  retry_count: 1
  retry_wait: 0h0m0s
  runtime_cutoff: 1h0m0s
  exclude_exit_code_ranges:
    - '200'
    - '201'
    - '202'
    - '203'
    - '204'
    - '205'
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