1 Reply Latest reply on Feb 3, 2017 8:35 AM by David Li

    Send views as PFD to users via email

    Kunal Suresh Prajapati

      Hi Tableau users,

       

      ISSUE:

      I want the right information to hit the right people in an automated and schedule-able way.

       

      SOLUTION:

      Our users would like to be able to schedule the following to occur:

      - Filter a view based on a user-set criteria (some filter measure in the view)

      - Export the view to pdf or Excel

      - Email the exported report to them

       

      Thanks you for help!

       

      Kunal P