How to download Tableau View in PDF format using Tableau Activities in UiPath

This tutorial will describe how you can download Tableau View as PDF 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 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

Now, Drag Tableau Application Scope to the main workflow and click on Configure button

Please see the tutorial here https://medium.com/@manojbatra071/how-to-configure-tableau-application-scope-connection-using-access-token-in-uipath-982aa5a70626 to configure Tableau Application Scope

Now Drag ‘Download View 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

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’

Now select the folder path and file name

Set ‘Page Orientation’ and ‘Page Size’ if required

Run the program and see the action

This would be the output

Her is the YouTube Video: https://youtu.be/LBrLQHJE_h0

Code: https://github.com/manojbatra071/UiPathSamples/tree/main/34%20-%20DownloadTableauViewAsPDF

Happy Automation