What if you add a user filter to the dashboard. I think this will then filter the subscription to the user.
To use user filters go to Tableau Desktop -> Server -> Create User Filter
Unfortunately, I have that option greyed out. No idea why.
hmmm, what if you go into an individual sheet? is it still greyed out?
Actually no. I don't understand.
What I want to do is to create a subscription, in which each Seller will receive once per month, their previous month's performance.
That email shall also be sent to their managers.
You have to be logged into a Tableau Server in Desktop before you can create a user filter. You might need higher Server rights than you have now but the greyed out option should disappear once signed on properly.
You mean on the Dashboard? It is not greyed out on the Sheets that make the composition of the Dashboard.
I want everybody to be able to access anything on the online reports.
What I want to do with the scubscriptions is to send emails with predefined filters, such as:
Seller : A
Date: Previous Month
There is one option you can create pdfs or image as below
Then you can create powershell script to send it in the email through scheduler task on server.
Here is sample of power shell script
Did my answer help? if yes then mark this thread as answered
I have marked your answer as correct.
Nevertheless, this means that, for what I want/need to do, Tableau Desktop is not enough.
Hopefully, if/when I have Tableau Server, I will be able to do this.