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

This tutorial will describe how you can download Tableau workbook as PDF using 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 Workbook 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 workbook Id. First copy the site Id and click on Find button next to the Workbook ID textbox

paste the Site id and click Find. this will display the list of available of workbooks

Select a Workbook and click done

Now select the folder path and file name

Select the Page orientation and Type if required

Run the program and see the action

This would be the output

Here is the YouTube Video: https://www.youtube.com/watch?v=owLAybbP00w

Code can be download here :https://github.com/manojbatra071/UiPathSamples/tree/main/28%20-%20DownloadTableauWorkbookAsPDF

Happy Automation