10 Replies Latest reply on Feb 16, 2016 8:06 AM by Angie Tarbet

Looking to put print icon and function directly on dashboard

Angie Tarbet Feb 14, 2016 12:31 PM

Does anyone have an example workbook to share? I'd like to put a PRINT icon on my dashboard so that when my users view it on server they can use my button on dashboard instead of the export function on server. I've seen but cant locate example. Would be huge help....thank you. Angei

1. Re: Looking to put print icon and function directly on dashboard

Daniel Vincent Feb 14, 2016 1:56 PM (in response to Angie Tarbet)

Are you wanting them to print a cross tab or the actual layout of the dashboard (pdf)?

The Excel (cross tab) print icon was done a ways back by Andy Kriebel: The Greatest Tableau Tip EVER: Exporting CSV made simple!

If you want a pdf you could probably put an icon with with URL to your dashboard with .pdf at the end. The only caveat is that it's static to whatever your default view would be.
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2. Re: Looking to put print icon and function directly on dashboard

Angie Tarbet Feb 14, 2016 2:08 PM (in response to Daniel Vincent)

I am missing something as I was following that how to article you provided. The URL I end up with is static for the csv file associated with the dashboard I set it up with. Can you provide the dynamic URL please that is supposed to be used and clearly show where you put the dashboard and sheet names in order print dynamically to a csv file from the dashboard on server depending n the user's specifc view (meaning every user will set the filters different so the csv needs to be dynamic for this action)?
Yes, I'd like to provide a PDF button as well directly on dashbaord-again the URL being dynamic is my issues. Thanks
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3. Re: Looking to put print icon and function directly on dashboard

Daniel Vincent Feb 16, 2016 7:49 AM (in response to Angie Tarbet)

The URL should point to whatever viz is first.
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4. Re: Looking to put print icon and function directly on dashboard

Angie Tarbet Feb 14, 2016 3:53 PM (in response to Daniel Vincent)

its not working; can u provide the url example please pointing out where dashboard csv is to be entered....?

it only goes to exact filters set - not dynamic when I work from the instruction provided so far.

an exact example or the url to be used dynamically is needed...thanks to all who can help!!
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5. Re: Looking to put print icon and function directly on dashboard

Daniel Vincent Feb 15, 2016 8:00 AM (in response to Angie Tarbet)
The URL is where ever you have your dashboard in your environment.

Here are the steps that Andy has outlined:

Create a visual you want when someone prints.
Make sure name of visual begins with A as the URL print function prints alphabetically.
Float that visual on the dashboard and set height to 1.
Make text white/transparent and fit to Entire View
Float out an image object. Use whatever image you want (Excel icon, Print icon, etc.)
Set the URL to the location of your dashboard in your environment. Append it with .csv
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6. Re: Looking to put print icon and function directly on dashboard

Angie Tarbet Feb 16, 2016 6:55 AM (in response to Daniel Vincent)

Thanks for more info; how do you set height to 1?
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7. Re: Looking to put print icon and function directly on dashboard

Angie Tarbet Feb 16, 2016 7:08 AM (in response to Daniel Vincent)

And for some reason it is not working for me. I'm not understanding the relationship between the visual starting with an A and floating that on the dashboard setting height to 1 and doing the formatting and the icon with the URL? When I follow the instructions (tried many times) the icon with the URL only takes me directly to our workbook on server (not to a print screen) or I get an error message that says the pages cannot be displayed, or the URL takes me to a static print option that only works for one user (due to filters).

Is this functionality able to handle a dashboard with multiple filters used by hundres of people? Any idea why the URL is not dynamic when I try it?
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8. Re: Looking to put print icon and function directly on dashboard

Angie Tarbet Feb 16, 2016 7:13 AM (in response to Daniel Vincent)

This is the URL for my dashboard with the CSV on the end per instruction. It does not work as described in the article.

https://tableau.fdic.gov/#/site/TableauSvr_RMS/views?NESSWORKBOOKEXTRASchedulingVisits/Dashboard6?:iid=4.csv

So my URL is fairly different from one going to Tableau public. How would I direct the above URL to go to directly to print?
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9. Re: Looking to put print icon and function directly on dashboard

Daniel Vincent Feb 16, 2016 7:59 AM (in response to Angie Tarbet)

Angie

If you read the article carefully Andy explains exactly the relationship with why naming the sheet to begin with an 'A'. It is used b/c Tableau will show the first sheet, alphabetically, when appending .csv to the end of a URL.

Get rid of the ?:iid=4 at the end of your URL then add .csv to /Dashboard6

Adding .csv, .pdf, or even .png will not be affected by filters users manipulate. This method is only to bring up the default saved dashboard to print.

Then only way I know of to print an image of the dashboard after its been affected by user filtering is to use the server export functions in the toolbar.
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10. Re: Looking to put print icon and function directly on dashboard

Angie Tarbet Feb 16, 2016 8:06 AM (in response to Daniel Vincent)

got the ordering part needs to start with the A; was asking why we are setting up another worksheet on the dashboard if the URL is printing the dashboard image?
I was looking for a way to help my users print directly without using the export functions on server as they dont like them for whatever reason. does not seem like this will be an option since it is static to the dashboard image only, not dynamic for each user and their own filtering...thanks.
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