Though using Tableau UI we can schedule pdf email but it doesn’t give us the flexibility in setting up page layout, scaling, sending email outside of tableau users, etc.,
I used below script to achieve this
Assumptions:
Tableau url: tableau.abc.com
Tableau workbook url: tableau.abc.com /#/site/sitename1/views/DashboardName_1/ViewName_1
Tableau logon user name: user_1 , password: Password_1
Email address to use for sending email: user_1@abc.com
Email recipients: user_2@abc.com; user_3@abc.com
Tableau tabcmd installed path: E:\Tableau\Command Line Utility\tabcmd.exe
Power shell installation path: C:\Windows\System32\WindowsPowerShell\v1.0\powershell.exe
Power shell script path: E:\Tableau\Command Line Utility\ps_tableau_script.ps1
Pdf output location: E:\TableaurRportOutput\DashboardPdf_1
Below is the power shell script.
Smtp server: smtpxy.abc.gov
Before writing power shell script make sure you are able to send email using command prompt.
You can schedule power script using windows scheduler.
Powershell script: save below code as .ps1 format.
try
{
$file = “E:\TableaurRportOutput\DashboardPdf_1″+ “_” + $(get-date -f yyyy-MM-dd) + “.pdf”
#login to tableau and export pdf to a location.
./tabcmd.exe login -s https:// tableau.abc.com -t sitename1-u user_1 -p Password_1 $ –no-prompt
#-h –no-prompt
#–timeout 5
./tabcmd export ” DashboardName_1/ViewName_1″ –fullpdf –pagelayout landscape –pagesize letter -f $file –no-prompt
./tabcmd logout
#sending email
$FromEmail = “user_1@abc.com”
[string[]]$ToEmail = @(“user_2@abc.com”,”user_3@abc.com”)
$smtpserver = ” smtpxy.abc.gov ”
$Subject=”PDF Dashboard Report”
$message=”
Good morning,
`n
Please see attached the Dashboard daily report.
”
send-mailmessage -from (“$FromEmail”) -to ($ToEmail) -subject “$Subject” -Attachment $file -body “$message ” -BodyAsHtml -smtpServer $smtpserver
}
#failure email
catch [Exception]
{
Write-Host (“Errorcount $errorcount”)
Write-Host (“Error: {0}” -f $_.Exception.Message)
$errorcount = $errorcount + 1
$message = $_.Exception.Message
if ( $errorcount -eq 1)
{
send-mailmessage -from (“$FromEmail”) -to ($FromEmail) -subject “$Subject failed” -body “$message” -smtpServer $smtpserver
}
Start-Sleep -s 600
}
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