4 Replies Latest reply on Jul 15, 2016 2:42 AM by Naveen Kuche

    Hi

    Naveen Kuche

      By using script cab able to send reports to email with personalized data.

       

      Is there any possibility in tableau?

       

      Please let know

        • 1. Re: Hi
          Ashish Chaudhari

          Hi Naveen,

           

          I would request you to edit the title of the thread so that you will get maximum responses to your question.

           

          Coming back to your question there is no need to send a mail since you can provide access to your dashboard by publishing the same on the tableau server. Based on login you can personalized data based on login. This would be interactive thing rather being just static report.

           

          Let me know if any details you need about the above process if you are interested.

           

          I have no clue about the email thing though experts has done it using some of the external tools which supports the mail function.

           

          Thanks and Regards,

          Ashish Chaudhari

          • 2. Re: Hi
            Naveen Kuche

            Ok ..

            I have 20 users.

             

            I need to send the reports with personalized data to their Email inbox in pdf format. But they are not use tableau server.

             

            How to over come this?

            • 3. Re: Hi
              Ashish Chaudhari

              Hi Naveen,

               

              For user (interactor), Tableau server is nothing but the normal report portal. Assume it as a simple website where they need to login with user name and password. Published dashboards are rendered as web page and made available to access for users. You can create limit or grant the access to user at the tableau server level.

               

              There is no skill required for using the the tableau server as a interactor. If you do this then you would not require to send emails. They can login to tableau server and check whatever they want. That data can be personalized based on adding filter which you will have to match with user details.

               

              Please find the below links for reference.

              Add Users to the Server

              Publish a Workbook

              • 4. Re: Hi
                Naveen Kuche

                Thanks Ashish,

                 

                And one more

                 

                 

                How to do self service visual data analysis in tableau ?