Hey Marc -
There really isn't a simple way to do this since Tableau wasn't built to be a "report bursting" tool.
That said, you can set the filter values for your report on the URL query string and then just rapidly copy/paste into the browser. Each time you do so, you'll get a PDF which you can print and/or save, then do the next one.
Filter results down to Canada:
Give me results only for the client "Eurorail"
Give me results for clients "Eurorail" or "Cheap Airways" where the Client's City is either Brussels or Atlanta
The basic format is <path to the viz on server>.pdf?Filter=Value1&Filter2=Value1,Value2&Filter3=Value1,Value2
You'll see I also added the .pdf extension so that it renders as a PDF up front...
Thanks..... And that's helpful but not the solution my client wants to see. I do not understand that tableau has never thought about it that you maybe want to create a series of printed reports.
at least I thought that there is a possibility to create a batch file which helps to solve this issue.
AT the end you need to copy and paste to get single pages and put them together to one report.... Uff. It like a slap in your face that there was never a solution for this suggested. Even not at tableau 9.0.
Eetremely painful if you need nneed for a meeting more than 10 pages,.....
maybe somebody from tableau comes up with a solution.
Russell is OEM Pre-Sales Architect at Tableau Software. It seems that you want a tool able to create non-web reports, (word, excel, pdf) and send them by email to a large set of subscribers.
Having said that maybe Tableau is not exactly what you need, my suggestion is to take a look at windward http://www.windward.net/solutions/your-solution/enterprise-reporting-software/
If your customer did purchase a core Tableau license then a special workflow could be implemented, in order to burst N .pdf charts/vizzes as attachments.
tnaks ask for your suggestion. Hope I understook right. You give me the advice to change the product? But tableau is needed and requested by the client. Actually we do not want to change all the system in which we invested one year work. So what we need to find is a workaround to solve the issue. Our client wants a) web-reports and b) none-web-reports out of tableau.
if you have a pdf-option on tableau why not having an option to say out of which filters from one dashboard PDFs should be created?
if somebody can give me an idea of workaround or batch I would be more than happy....
if I understood wrong let me know....
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You can make nice .pdf reports with Tableau, and send them inside company, the issue is how the product is licensed.
For programmatically .pdf reporting see:
Other resources/ ideas are:
1) for PDF - use the PDF Toolkit (PDFtk) to script merging the process of final .pdf file(s) creation.
2) explore the djvu document file format - DjVu - Wikipedia, the free encyclopedia
5) BLAT (happy mailing : Blat) a very good utility able to send thousand of SMTP emails with documents attached - broadcast freely multiple type of reports to customers by your own rules embedded in one single email. Works like a Mars robot.
Hope this helps.
Hey Marc -
Cristian is correct - Tableau was not created to do the job you want (report bursting to different formats). We are an interactive analytics tool, so spitting out lots of "static briefing books" is a bit old school for us - that sort of end game is what we're actively fighting against because it doesn't have lots of value from an analytical standpoint.
I understand that this "philosophy" doesn't help you solve your problem, but it is what it is. We're not the right tool for this particular request, full stop . This situation isn't totally uncommon by the way - some folks do keep a limited stock of "legacy BI" tools in house just to solve these sorts of problems (the ones Tableau doesn't think are worth re-solving).
That said, you probably could do something like create a batch file as Cristian pointed out: Automation of creating PDF workbooks and delivery via email
However, you'll need to put some elbow grease into this - there aren't tons of "ready bake" examples.
These are some really great suggestions - I am wondering if the need to print to PDF is common in EMEA? I currently work in EMEA, but previously in the US, and the company I am working for here, really likes their dashboards to be printed in PDF form. I personally agree with what Russell is saying about the purpose of Tableau as interactive, but up against a similar challenge with changing the mindset from PDF reports to meetings that are more interactive. Also, Thanks for the list of suggestions for PDF stuff Christian!
If a report is put in .pdf, that mean that you cannot change it over time, and reflects the snapshot of measures at the time of creation, so after 6 months, the manager could see exactly what was the status in the past, different approach versus the states. From social & anthropological perspective Continental Europe has been more bureaucratic in old school way bound to the papers, chests, folders, cabinets, rubber stamps and this behaviour is somehow inherited today.
the client who requested what you described like follow is one of the biggest sports properties in the world I am working with and their HQ is in NY. So your argument does not really fit:
"From social & anthropological perspective Continental Europe has been more bureaucratic in old school way bound to the papers, chests, folders, cabinets, rubber stamps and this behaviour is somehow inherited today."
Anyway if a client wants something like they want I am not telling them that they should change their behaviour at the first.... I just can make them feel that they should change slowly.
We are working on a batch-file and see how it works. As from Tableau it seems no will to have them printing reports "old school" - I respect it but I think it is a little weak point. Still like Tableau and working with it out of the reasons which were mentioned before.
As I as a provider of a service have to be as flexible as possible I expected Tableau as a provider of a solution is as well as flexible as possible. If you say we cannot be that flexible than I am fine. Just disagree with the information you mentioned above :-) as I do not think that we can suggest the habits of our clients and the region they are coming from - at least we cannot measure everything by the same yardstick.
I try to get a solution and I hope that I am going to be successful.
(Licence: Tableau Server 10+ / Tableau Desktop)
I am not paid by Tableau, just to clarify my position on this subject.
In my opinion, using a 10+ server & desktop licenses to deliver thousands of visualization packed inside .pdf reports to a large group of employees is far beyond good faith initial purchasing of rights to use the software.
You should engage the business decision makers, top managers and explain clearly that the issue is not technical but business related, so they should pay the correct license type.
I completely agree that the intent isn't to deliver visualizations this way, and I myself am trying to shift our business more toward "project and discuss results" vs. PDF printouts of the same information. Plus there's the loss of interactivity and the ability to draw conclusions from the data. It's a slow process though....