How to download Tableau View in CSV format using Tableau Activities in UiPath

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This tutorial will describe how you can download Tableau View as CSV in 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

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

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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

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Now Drag ‘Query View Data’ 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

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Select the Site id and click done

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

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Select the view from the list and click ‘Done’

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Now select the folder path and file name

Run the program and see the action

This would be the output

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Her is the YouTube Video: How to download Tableau View as CSVUsing Tableau Activities in UiPath - YouTube

Code: UiPathSamples/35 - DownloadTableauViewAsCSV at main · manojbatra071/UiPathSamples · GitHub

Happy Automation