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

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 to create your developer account

Here are the steps you need to perform:

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

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

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

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

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

Select the view from the list and click ‘Done’

Now select the folder path and file name

Run the program and see the action

This would be the output

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