How to download a specific version of a Workbook in .twb/.twbx format Tableau Activities in UiPath

Learn Video Tutorials
, ,
1

This tutorial will describe how you can download Tableau workbook as PDF using UiPath.

Pre-Requisite: You need to have a Tableau account. If you don’t have an account then join the Tableau developer program by logging to this link https://www.tableau.com/developer to create your developer account

Here are the steps you need to perform:

Now, Open UiPath Studio and Install UiPath.Tableau.Activities

875×591 84 KB

Now, Drag Tableau Application Scope to the main workflow and click on Configure button

722×522 9.78 KB

Please see the tutorial here How to configure Tableau Application Scope connection using Access Token in UiPath | by Manoj Batra | Medium to configure Tableau Application Scope

781×718 30.3 KB

Now Drag ‘Download Workbook Revision’ activity to the workflow

To Set the Site ID parameter, click on the find button and a popup would appear

Click on Find and it will display the list of site id associated with the account

875×545 75.8 KB

Select the Site id and click done

Now, to find workbook Id. First copy the site Id and click on Find button next to the Workbook ID textbox

875×556 77.3 KB

paste the Site id and click Find. this will display the list of available of workbooks

875×539 134 KB

Select a Workbook and click done

Now provide the ‘Revision Number’ of the workbook and select folder path and file name

‘Download as Extract ‘ can be used to improve performance if you are downloading workbooks or data sources that have large extracts.

this would be output after your process run gets completed

875×38 20.8 KB

Here is the YouTube Video:

Code: UiPathSamples/30 - DownlaodWorkbookRevision at main · manojbatra071/UiPathSamples · GitHub

Medium : How to download a specific version of a Tableau Workbook in .twb/.twbx format Tableau Activities in UiPath | by Manoj Batra | Medium

Happy Automation

1 Like
2

Are online twbx converters safe like this one for my data?

3

I generally don’t recommend to use any third party applications until n unless I am confident that they will not use the data I am uploading on their servers for their our benefits.

1 Like