12 of 12 people found this helpful
The PDF can be created using tabcmd script
"C:\tsi.portal\tabcmd\extras\Command Line Utility\tabcmd.exe" login -s http://server.com/ -u username -p pwd
"C:\tsi.portal\tabcmd\extras\Command Line Utility\tabcmd.exe" get "/views/Finance/InvestmentGrowth.pdf" -f "C:\Q1Growth.pdf"
"C:\tsi.portal\febooti\febootimail.exe" -SMTP relay.web.aol.com -PORT 25 -AUTH AUTO -USER email@example.com -PASS *** -TO "firstname.lastname@example.org" -FROM "email@example.com" -SUBJECT "PDF Attachment" ATTACH "C:\Q1Growth.pdf"
"C:\tsi.portal\tabcmd\extras\Command Line Utility\tabcmd.exe" logout
This particular script can be create in a bat file and then scheduled to be sent out to the user at specific time intervals.
Let know if you need any further help.
@GallopTab - Thanks very much. This is helpful. I have a few basic questions. I am a business user of Tableau, however my team manages the server we have. Is this process complicated? Would you recommend looping in Tableau or IT to run this script? Also I have read in the message trails that adding a filter is possible. Is this referenced in the script details below? Thanks again, Ali
@ZachLeber - Thank you for this trail and link. I will check out some of these links tomorrow. I am concerned that this may be a complicated process and as a business user may not have the skills necessary to run this. What are your thoughts?
The tabcmd script approach does require some technical support from your IT group. If you don't have that, you may want to wait to see if Tableau 8 adds any support for email. Tableau 8 will be previewed at TCC12 in early November.
1 of 1 people found this helpful
Is it possible to set the date range of the report? It's not a parameter of course as the user can set any date range they want using the picker.
Can you please confirm that this is still the best procedure to send .pdf by emails with Tableau8 ?
Subscriptions currently only allow to send image in the email and not .pdf .
Often the images contained in the email only give a preview of my reports as the images are sometimes truncated. That is one of the reason why I would prefer to have the choice to receive it in a .pdf instead.
That's a surprising limitation, though I prefer PNG instead of PDF for easier viewing even though both work with the tabcmd method mentioned above.
As for your images getting truncated, if the dashboard you're grabbing is set to autosize it gets grabbed at a low fixed resolution like 1024x768 when you use tabcmd, so to prevent clipping you may need to manually size your dashboard (or a report-friendly version of your dashboard which is what I do) to a higher fixed resolution that will be preserved on capture and used for your e-mails.
1 of 1 people found this helpful
My dashboard size was set to Automatic.
I changed the size of my dashboard to exactly Width:1600, Height: 900
The image that is now sent in the email is way better.
Thank you Zach for your help
you could try a more complicated route, but having more control, exporting the graphs as .png with custom size using :size parameter like .png?:size=x,y
For more details and example about :size please read here
- specifying image size for tabcmd export PNG?
After you manage to create reports as .png on disk, then you could convert them to .pdf and then send by email to users. I would recommend sam2p command line utility
I hope this helps.
does the tabcmd scripting work for automating the PDFs if I'm only using Desktop? (or am I totally out of luck other than manually going workbook to workbook...