lalitha p , this one is for you.
So, the original question was this:
I have a subscription which is going on smoothly for a report now. An Extract refresh is happening at 12 O'clock and after one hour at 1:00pm my subscription is running. (daily mails are recevied by users)
Now My concern is sometimes my report(extrcat) refresh is failing but my subscription is happening at 1 O'clock with the old data(with the last refresh data) .
But i dnt want this to happen. If my refresh fails my subscription should not go or my subscription should go with a messgae that "refresh fails for today, Report is with Previous refresh or data" .
Can we design our subscriptions like this with condition or atleast can i stop my subscription if my report refresh fails.
How To (UPDATED FOR VizAlerts v1.1.0):
Here are the steps you will need to follow to accomplish this for a daily subscription using VizAlerts:
1. Get started with the latest version of VizAlerts! Download the Zip, and follow the instructions in install_guide.docx. Test it as the guide instructs until you know it's working. (Strongly recommend you use a test Server instance for this, of course--not Production yet until you are comfortable)
2. Open the "SubscriptionWorkbook.twbx" workbook I attached to this post. You will need to adjust the Background Tasks connection for your own Tableau Server PostgreSQL repository. The sheet "Subscription" represents the subscription that you want to send. The extract it relies on is just a dummy spreadsheet. I let it refresh once successfully just so I had some data to show you in this example.
3. Connect to the VizAlerts datasource (either on Tableau Server, or just use the VizAlerts.tdsx file in the zip file--doesn't matter).
4. Select all all of the "Email" fields, use your mouse, right-click and pick "Copy".
5. Click the Background Tasks datasource for the view you want to send. Right click on the whitespace by the fields and pick "Paste". This will add all of the fields. This has already been done in the example workbook.
6. Create a new sheet and drag all of the Email fields with asterisks (*) from Background Tasks onto the Rows shelf.
7. Right-click and the Subject and To fields for what you want the subject of the email to be, and what address(es) you want it sent to. *NOTE* Test this first by only sending it to yourself!
8. Edit the Email Body * field so that it contains only the value 'VIZ_IMAGE(SubscriptionWorkbook/Subscription)'
9. Filter the Background Tasks sheet for [Status of Job]: Success, [Extract]: SubscriptionWorkbook (workbook name), [Job Name]: Refresh Extracts, [Completed At]: Relative date, 24 hours.
11. Publish your workbook to Server.
12. Subscribe to the "Extract Success" view on the daily Alert subscription schedule that you set up with VizAlerts. You will want to ensure that your extract is scheduled to run prior to the Alert.
1. This does not automatically send the view to anyone who subscribes to it. It will only send it to the address you listed in the [ Email To *] field. If you DID want to send it to the people who've subscribed, you will need to edit the Background Tasks connection so that it also pulls in Subscriptions data--then you could use the Email fields there to construct the recipient list.
2. Subscribers to this viz will still get their daily subscriptions, in addition to the one you just built. To avoid duplicates, remove everyone else's subscriptions and let them know that you're pushing the report to them instead.
3. This solution will not work if you are using User Filters--everyone will be able to see the rendered viz that you would see when you access it.
I hope that helps! I know it's a lot to take in. I highly recommend reading through the Install and User guides first--this will all make more sense that way.
Message was edited by: Matt Coles Editing title to show that this is another use case example
Message was edited by: Matt Colesv-- Adding a version that is much simpler for VizAlerts v1.1.0