This video will give you an overview on how to refresh Tableau Workbook using Tableau Activities 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 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 ‘Refresh Workbook 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’
This activity has one output parameter that defines which of type ‘ResponseStatus’ which is of type ‘UiPath.BAF.Models.ResponseStatus’ and has got three properties
- Success(Boolean)
- ErrorCode(String)
- Message(String)
Drag a message box to the workflow to see the response status
Run the program and see the action
This would be the output
Her is the YouTube Video: How to Refresh Tableau workbook using Tableau Activities in UiPath - YouTube
Code: UiPathSamples/37 - RefreshTableauWorkbookViaUiPath at main · manojbatra071/UiPathSamples · GitHub
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