In the case that you have multiple parameters and/or filters to 'cycle' through - do each of these need to be explicitly written or is there a way to tell Tableau to filter by one value and then loop through all of the other filter values?
For example, if you need to export a pdf for each of 200 physicians, do you need to write a separate line of code for each physician name/number?
I've got the same question, but I'm seeking a way to do it in Tableau online/desktop. I've got everything set to filter according to the parameter, and my dashboard is designed to be printed off as a physical report. I'd love a way to set up a script to export to pdf, move the parameter forward one, export, move forward one, export, etc. That would save me a TON of time doing it all manually!
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It may be overkill for just one need, but VizAlerts can build a multi-page PDF report from any concoction of Tableau Server vizzes you like, in any order you want, dynamically based on a dataset. The result will be emailed to you. It's only for Tableau Server, though, so Online users are out of luck, unfortunately.
Even if this won't work for this scenario the tool looks extremely interesting!
So, with Viz Alerts I could do what I described above? Loop through multiple filters and save each viz?
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Essentially you build a viz from whatever data you want (dummy CSV, real data, whatever) that defines a set of instructions for what VizAlerts is supposed to do. The primary function is email, but with it comes custom content, including multi-page PDFs, which is what you are after. In a text calc representing the attachment(s) to the email, you can reference each view with special text:
If you have multiple of these in the same calc value, and append the |mergepdf and |filename parameters to them, they'll become a single merged pdf:
So this takes the two views from your workbook, renders them separately, then merges them into a two-page PDF, and emails it to you as an attachment.
You can split these across multiple rows of data and inject calculated values into each so that they become dynamically derived from your data:
Row1: 'VIZ_PDF(myworkbook/' + [ViewName] + '|filename=AllViews|mergepdf)'
Row2: 'VIZ_PDF(myworkbook/' + [ViewName] + '|filename=AllViews|mergepdf)'
Row3: 'VIZ_PDF(myworkbook/' + [ViewName] + '|filename=AllViews|mergepdf)'
So now if you were basing that off a CSV file, let's say, that had a single field called ViewName, and it contained:
...you'd get a three-page PDF.
In your case, you wanted filters. As long as you can employ them with a URL parameter, you can filter them automagically as you render them into a PDF:
'VIZ_PDF(myworkbook/' + [ViewName] + '?Region=' + [Region] + '|filename=AllViews|mergepdf)'
Now you can pass in whatever value you want for Region into the URL parameter, and the view will be filtered to it before generating the PDF.
There's a lot of flexibility. I recommend reading through the User Guide to see everything it can do.
Wow, thanks for the detailed response! Sounds like I do need to check out the user guide.
Please let me know if you find a way to do this. VizAlerts sounds promising, but we won't be able to implement in the short term.
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Derrick Austin 's tool helps export dashboards to powerpoint.
Then save the powerpoint to PDF or use some vbscripts like
to automate the process.