it looks like your tabcmd is trying to split up the twbx into individual twbx files based on client. I'm not sure if this will work as I don't recall ever seeing a parm passed in as part of a get command. Would you consider a more direct route to export to PDF split out by client? Something like the below...
skip=1 is in here only for purposes of skipping the first line if it has headings. If your file doesn't have headings, then you can get rid of it.
clientid is a parm that is passed into the views as a filter.
FOR /F "skip=1" %%G IN (%client_file_list%) DO (tabcmd export "/workbookname/viewname?clientid=%%G&:refresh=yes" -f "%clientdirectory_%%G.pdf" --fullpdf)
Thanks for looking into this.
The only problem I have is an Account Manager can have more than one client they want in the report. So two IDs as appose to one and hence the workbook will give them to filter on more than one if need be (I should have been more clear my apologies)
So wondering if the twbx route is still possible of the whole file?
hmmm, that puts a wrinkle in it.
- option1: if you have a cross-reference table of AM to clientID, then you could pass in AM as the parm and then data blend using the cross ref.
- Does tableau reader have an export option? I haven't ever played with it
- do your AM's have access to server to do the export to PDF?
- You can think of tabcmd get as similar to download a workbook. It doesn't actually render, it uses I think the vizportal process to just get the workbook resource
- option2: you can create a small app (e.g. .Net) that the AM's use to multi-select client-ids, say a limit of 5. And then another text box to give the group of client-ids an export file name and then upon submit, call tabcmd export and pass in clientid1, clientid2, clientid3, clientid4, clientid5. It's not so elegant, but it is self-service.
here's one more option. not sure if it's any better.
option 3. If your AM's save the files to a specific shared location with a specific name (i.e. client id), then you could run a tabcmd publish to send up to server and then you can run a tabcmd export to save it as a pdf.
how is this Naq?
1. Refresh workbook extract on the server.
2. Use something similar to the following command to export the entire workbook to a file share, and you can schedule this via Task scheduler
tabcmd login --server http://yourservername/ --username yourid --password yourpwd --timeout 1800
tabcmd get /workbooks/workbookname?:refresh=yes --filename "\\fileshare\directory\sub-directory\workbookname.twbx" --timeout 1800 --password yourpwd
3. AM's open the twbx in reader and make selections and then via file menu export to PDF
did this work?