Summary


This article describes the Workbook to PDF/Excel Workflow. This Workflow is used to produce an Excel or PDF file from a Tableau Workbook and deliver the file to Email recipients or a Network Folder.


Select New > Workflow > Workbook to PDF/Excel 



1 - Workbook

  • Select a Tableau Platform and Continue
  • Select a Workbook
  • Select Continue



2 - Filters


If filtering is not required:

  • Select Continue


If filtering is required:

  • Add one or more Filters
  • Add one or more semicolon delimited filter values
  • Select Continue



3 - Delivery


Select Destination and Format options then select Continue.


Destination


Network Folder

  • Select a Folder
  • File Name (optional): Enter a static file name or select the M icon to create a file name using macros
  • Email Notification (optional): Add one or more recipients and a notification message to be sent when content is delivered
  • Zip Options (optional): Specify a Zip file name and password (optional)
  • Credentials: Do not configure network credentials unless advised by your InfoBurst administrator


Email

  • Add one or more Recipients
  • File Name (optional): Enter a static file name or select the M icon to create a file name using macros
  • Message (optional): Enter a message
  • Zip Attachments (optional): Specify a Zip file name and password (optional)


Format


PDF

  • Content Password (optional): Enter a password to password-protect file
  • Select View(s): Select view(s) to publish and select Recombine to combine selected views into a single file
  • Portrait-Landscape: Select PDF orientation


Excel

  • Select Format Excel (.xlsx)
  • Content Password (optional): Enter a password to password-protect file
  • Select View(s): Select view(s) to publish
  • Add Extension (optional): Add one ore more Excel extensions



4 - Schedule

  • When: Select and configure a Schedule frequency
  • Select Continue



5 - Summary

  • Workflow Summary: Summary of Workflow configuration
  • Run Now: Run Workflow on demand
  • Unwrap Workflow: Administrator-only option to split Workflow into its component parts (Document/Burst/Schedule)