TABLEAU SERVER COMMAND

Category: Workflow / App/Cloud

Description

This action remotely triggers various actions in Tableau Server / Online. A configured Tableau Server connector or Tableau Online connector is required.

Available commands:

Run extract refresh task
Run flow asynchronously
Download workbook view as PDF

Action settings

Setting	Description
Connector^*	Select the preconfigured Tableau Server/Online connector.
Command	Select the command this action will perform. Options: Run extract refresh task, Run flow asynchronously, or Download workbook view as PDF. See tables below for details.

^* Setting can be specified using a parameter.

Run extract refresh task settings

Description: Runs the specified extract refresh task.

Setting	Description
Refresh	Select the refresh task to run. The drop-down list shows only data source extracts and published workbooks (that connect to data extracts) with a scheduled extract refresh task.

Run flow asynchronously settings

Description: Triggers the specified flow and doesn't wait for the flow to finish. Note that the action editor allows opening the selected flow on Tableau Server in one click, by pressing the "arrow" button to the right of the flow selection drop-down.

Setting	Description
Flow	Select the flow to run.

Download workbook view as PDF settings

Description: Allows for downloading the selected workbook view as a PDF file.

Setting	Description
*General tab*
Select view	Choose the workbook view to download in PDF format.
Save to file^*	Enter the fully qualified filename for the generated PDF file.
If a file with the entered name already exists	Choose how EasyMorph will handle situations when the PDF's file name already exists. Options: Overwrite (new file overwrites the existing file), Rename (old file renamed with date-stamp, and new file saved with entered filename), or Halt project execution (the workflow stops running and displays a warning icon).
*Filters tab*
Filter name^*	Enter a filter name from the Tableau workbook.
Filter value^*	Enter the value to apply within the filter.
*Options tab*
Orientation	Select the page orientation to use within the PDF. Options: Landscape or Portrait.
Page type	Select the page size to use within the PDF.