How to download Tableau View in Excel using Tableau Activities in UiPath

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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

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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 ‘Download View as CrossTab Excel’ 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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Here is the YouTube Video: How to download Tableau View as Excel Using Tableau Activities in UiPath - YouTube

Code: UiPathSamples/33 - DownloadableauViewAsExcel at main · manojbatra071/UiPathSamples · GitHub

Medium: How to download Tableau View in Excel using Tableau Activities in UiPath | by Manoj Batra | Medium

Happy Automation

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Hi!!
I’m having this error when I try to download SOME files with activity “Download View Crosstab Excel”:
“Activity ended with error: Error Code: [Status Code : 400 : BadRequest : Error in downloading file ] Message: Unable to download the specified Excel”
Some files are downloaded perfectly.
Do you know what can be happening? I already tried to use Basic Auth and API.
Thanks!!

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@jose_rlc1 is it coming for just one worksheet or more than one?

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Do you mean Tableau Workbook?
All the views are inside one Tableau Workbook and some of them give me that error.