Have you tried
Introducing data-driven alerts
I’m excited to announce that we are bringing self-service data-driven alerts to Tableau 10.3! This feature enables Tableau Server users to receive email when a mark crosses a visual threshold. Users can self-serve to create their own alerts on dashboards or vizzes in just 3 steps:
Thanks Ritesh for responding to my query and sharing the link but the Alert functionality does not seem to satisfy my requirement. I want the subscription to be triggered when the underlying data gets refreshed. With Alert functionality, its purpose is different (and hence the limitation such as alert can be created on the Continuous Axis which makes sense) for example, triggering a scenario when a condition meets the threshold value such as Price > 50 or Revenue > 10M etc.
Got it , we can handle this out of Tableau also , I am not sure about your DB.
For example if you have Oracle DB , I am sure you must be having Last Update Date.
We can create a Temp Table storing Last Updated Date .
1) If Last Updated Date < Next --->Updated date (parent table) then fire a script to send the Tableau dashboard link
2) After that it should update the Temp table with the latest upload date
I could do this with Shell Script etc
Not sure if Tableau can handle this
Swapnil, Ritesh's solution actually can work for you if you're willing to add a "trigger sheet" component to your viz. If you create a tiny viz on your dashboard with a continuous numeric value of "1", then publish / save it, you can select the axis, create an alert, set the alert condition to "> 0", then set it to run "as often as possible". Now the alert will check your trigger sheet each time the extract is refreshed, and, since the alert condition will always be true, it will always email you your dashboard, just as a Subscription would. This does come with the caveat that you'll have some extra text in the subscription email, so if you're trying to send this to executives or some other audience that is going to be picky about the formatting, then it may not work. But for people like me, it'd be a fine solution.
If you really need this feature and you aren't willing to wait for Tableau to implement it, consider VizAlerts, a tool I wrote to do conditional email bursting. It's got a built-in option for sending emails when the extracts in a workbook are refreshed.
Even I was thinking about the tiny viz
3 of 3 people found this helpful
Here’s a sneaky workaround with dashboards to get the alert to work but also hide the trigger sheet when you are using dashboards that have a fixed or range size:
1) Add the trigger worksheet to the dashboard as a floating object. Placement doesn’t matter just yet.
2) Configure the alert.
3) Edit the dashboard and use the x & y coordinates to move the trigger worksheet so it is outside of the displayed bounds of the dashboard. Note that you can’t just drag the worksheet, that will cause it to be removed from the dashboard.
4) Save (if using web editing) or republish the dashboard.
I did a demo of this at the 2017 Tableau Conference, here’s the video link: https://m.youtube.com/watch?v=gXk7nXnctPc&t=0s&list=PL_qx68DwhYA8hi22EeVgfxQLmDMDyd049&index=79#
That's a great tip, thanks Jonathan!