2 Replies Latest reply on Sep 27, 2018 12:00 AM by Sankarmagesh Rajan

    How to generate weekly excel(as output) reports in tableau?

    VARUN AGARWAL

      I have to publish the reports on website using tableau server as crosstab. My doubt is how can I make it refresh weekly? and the reports will be embedded on a site from where I have to make arrangements to download the weekly report as excel file. Can this be done directly from the site?

      I am new to tableau and unable to find any source for the same. Please help

        • 1. Re: How to generate weekly excel(as output) reports in tableau?
          Kashish Bhola

          Hi Varun Agarwal,

           

          What I am able to understand from your 1st ques is that you want to refresh your data weekly, if you want to do so you can use the Schedules.ca.PNG

           

          Regards

          Kashish Bhola

          • 2. Re: How to generate weekly excel(as output) reports in tableau?
            Sankarmagesh Rajan

            Hi Varun,

             

            1.When we have extracted workbook then we need to schedule the refresh in server.  Check the weekly schedule in server if not available then create one new schedule and add in refresh.

            2. Want to download as crosstab weekly then use the tabcmd to export csv with task scheduler. no need to manually download csv. just create one batch file and add it in task scheduler.

             

            Refer

             

            tabcmd login with other machines

            C:\Program Files\Tableau\Tableau Server\10.5\extras\Command Line Utility

            tabcmd login -s http://###.24.##.111:80 -u Admin -p ae@123

            tabcmd export GanttTree/GanttTree --csv -f "Weekly-Report.csv"

            tabcmd logout

             

            tabcmd login with tableau server machine

            cd C:\Program Files (x86)\Tableau\Tableau Server\9.3\bin

            tabcmd login -s http://###.24.##.111:80 -u Admin -p ae@123

            tabcmd export GanttTree/GanttTree --csv -f "Weekly-Report.csv"

            tabcmd logout

             

            Create this in notepad and save it as .bat file.

            use task scheduler to add weekly download.

             

            Thanks

            sankar