How to Refresh Tableau workbook using Tableau Activities in UiPath

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

  1. Success(Boolean)
  2. ErrorCode(String)
  3. 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

Happy Automation