2 Replies Latest reply on Feb 12, 2017 11:11 PM by Tharashasank Davuluru

    Tableau : Products & Offerings

    Sneha Naik

      Hello Guys,

       

      I am new to this Tableau world , I am looking out for below specific functions , could you please suggest is it possible or not and if yes by using which product or extension ?

       

      1. Automated Scheduled reports in below format (Possible YES/NO)?

          a> Preformatted PPT

          b> PDF

          c> Excel reports

          d> Pivot (with slicers)

       

          If yes then its in build feature / requires extension?

       

      2. Can I send automated report/alerts based on certain triggers?

          Example - If Stock value drops below threshold limit then send e-mail to recipients?

       

      3. Can I send same reports based on authorization to multiple users?

          Example - Report 1 is having data of APAC region but then INDIA user should see data only for his region. Also based on designation again access should be restricted.

       

      Regards,

      Sneha Naik.

        • 2. Re: Tableau : Products & Offerings
          Tharashasank Davuluru

          Hi Sneha,

           

          All the above mentioned queries can be addressed by using Tableau 9.0 and above. You have to install viz alerts which will allow you to do the above mentioned tasks,

           

          VizAlerts

           

          The great thing about this being a free and open source project VizAlerts uses Python and some Python modules and all  the necessary modules are all open source so we can validate the code if we want.  This tool does not have to run on the Tableau Server,  we can run this from another box if we want to . VizAlerts uses a domain whitelist for sending emails (so we can have only emails in our domain) but not a recipient@domain whitelist. Tableau Server is rendering the views that are delivered by VizAlerts, so we need to have the appropriate hardware resources for the extra load added by VizAlerts. Using this tool we can also control the   permissions of who can configure and run alerts (based on file permissions, publishing permissions, and configuring the SQL query that VizAlerts issues to identify what alerts to run) so if you want to lock alerts down to sending to few users .

           

          One challenge is that currently in Tableau (as of v10.0) Subscriptions do not have permissions on them. So it's possible for users to see and choose Subscriptions that are not appropriate for them (or Subscriptions that you have disabled via other means)

           

          This is a listing of some of the interesting alerts / email automation that can be achieved with VizAlerts. Below are some of the links from Tableau community:

          Example: Alert when a Sales Target is achieved

          Example: Subscriptions conditional on a successful Extract Refresh

          Example: Notify the owner when someone comments on their view

          Notify owners of stale workbooks

          Notify owners of content showing Tableau Sever Alerts

          Example: Email users whose extracts fail to refresh

           

          Below Table explains the differences Tableau's native subscriptions and conditional subscriptions functionality and VizAlerts.

           

           

          Area

          Tableau Subscriptions and conditional subscriptions as of 10.1

          ViZAlerts

          Comes with Tableau install

          Yes

          No

          Email on Schedule

          Yes

          Yes

          Users can subscribe themselves

          Yes

          Yes, simple alerts (advanced alerts require some  additional effort)

          Admins can subscribe other users

          Yes

          Yes

          REST API for Subscriptions

          Yes

          Yes, can use Tableau's native REST API to subscribe users to Simple Alerts. Advanced Alerts require separate setup that can use any Tableau-accessible data source.

          REST API for Conditional Subscriptions

          No

          No, can set up advanced alerts that use any Tableau-accessible data source

          User filters and Row Level Security

          Yes

          Yes

          Alert on Extract Failure

          Admin & Owner

          Anyone

          Threshold-based Alerts (Conditional subscriptions)

          Yes

          Yes

          Runs on Tableau Online

          Yes

          No

          Runs on Linux & Mac

          No

          Yes

          Can send to non-licensed users

          No

          Yes

          Custom email formats

          No

          Yes

          Custom content references (arbitrary views)

          No

          Yes

          Custom content references (URL parameters for filtering & setting Tableau parameters)

          No

          Yes

          Custom views

          Yes, when view is saved it can be subscribed

          No, can replicate custom views with custom content references

          Can send dashboard as threshold-based alert/conditional subscription

          Yes, when any view in the dashboard has data

          Yes, via Advanced Alert

          Can send entire story as threshold-based alert/conditional subscription

          No

          Yes, via Advanced Alert

          Multiple views in same alert

          No

          Yes

          CSV output

          No

          Yes

          PDF output

          No

          Yes

          Merged multiple views into one PDF

          No

          Yes

          Send alerts to SMS

          No

          Coming soon

          Export CSV, PDF, PNG to file

          No

          Coming soon

          Load balancing

          Uses Tableau Backgrounder processes, admins can manage schedule & task priorities

          No

          Run multiple schedules in parallel

          Yes

          Possible via multiple (separate) instances of VizAlerts

           

          Thanks,

          Tharashasank

          1 of 1 people found this helpful