How to download Tableau workbook in PDF format 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 Workbook 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

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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

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

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Select a Workbook and click done

Now select the folder path and file name

Select the Page orientation and Type if required

Run the program and see the action

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This would be the output

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Here is the YouTube Video:

Code: UiPathSamples/28 - DownloadTableauWorkbookAsPDF at main · manojbatra071/UiPathSamples · GitHub

Medium Article: How to download Tableau workbook in PDF format using Tableau Activities in UiPath | by Manoj Batra | Medium

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