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

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 Tableau Developer Program 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 | Nov, 2022 | Medium to configure Tableau Application Scope

Now Drag ‘Download View as PDF’ 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

Set the filter values(If required)

Set ‘High Resolution’ to true if you want HD image

Run the program and see the action

This would be the ouput

Here is the YouTube Video: How to download latest version of Tableau View in Image format Tableau Activities in UiPath - YouTube

Code : UiPathSamples/32 - DownloadTableauViewAsImage at main · manojbatra071/UiPathSamples · GitHub

Happy Automation