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--- transformations:tableaucommand [2018/01/11 21:26] – created dmitry
+++ transformations:tableaucommand [2025/02/20 15:52] (current) – add Capabilities section craigt
@@ Line 1: / Line 1: @@
-===== Tableau Server Command =====
+{{ transformations:TableauCommandAction.png}}
+====== TABLEAU SERVER COMMAND ======
+Category: Workflow / App/Cloud\\
-Category: Workflow / External
+\\
+=====Description=====
+This action remotely triggers various actions in Tableau Server / Online.  A configured [[connectors:tableau|Tableau Server connector]] or [[connectors:tableauonline|Tableau Online connector]] is required.
-This transformation allows triggering extract refreshes for workbooks and data sources on a remote Tableau Server.
+\\
+=====Capabilities=====
+  * Run extract refresh task
+  * Run flow asynchronously
+  * Download workbook view as PDF
+\\
+=====Action settings=====
+^ Setting  ^ Description  ^
+|Connector<sup>*</sup>|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.|
+<sup>*</sup> Setting can be specified using a [[:parameters|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<sup>*</sup>|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<sup>*</sup>|Enter a filter name from the Tableau workbook.|
+|Filter value<sup>*</sup>|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.|
+<sup>*</sup> Setting can be specified using a [[:parameters|parameter]].
+\\
+=====See also=====
+  * [[transformations:exporttableau|Export to Tableau]]