Download View as PDF

UiPath.Tableau.Activities.QueryViewPDF

Uses the Tableau API to get View data rendered as a PDF and download it to a folder you choose.

How it works

The following steps are an example of how the activity works from design time (i.e., the activity dependencies and input/output properties) to run time.

1. Complete the Setup steps.
2. Add the Tableau Scope] activity to your project.
3. Add the Download View as PDF activity inside the Tableau Scope activity.
4. Create an enter values for the Input properties.
5. Enter values for the Output properties.
6. Create and enter an ResponseStatus variable for the Output property.

In the body of the activity

• Site ID - The ID of the site that contains the view. Enter a string or String variable or click the Find button to display the Find site window, where you can see all the site IDs found on the Tableau instance.
  1. Select a site ID and click Done. The Site ID property is automatically populated with the selected value.
  2. Copy the Site ID string, to use it in the View ID property.
• View ID - The ID of the view to render as data. Enter a string or String variable or click the Find button to display the Find View window.
  1. Paste the Site ID in the Site ID search field and click Find, to identify your View ID.
  2. Select your view and click Done. The View ID property is automatically populated with the correct value.
• Folder Path - The folder to download the report to. Enter a string or String variable.
• File Name - The filename you wish to use. Enter a string or String variable.
• Filter Value - The value of the field that you want to use to filter the workbook view. Enter a string or String variable. Format: vf_<fieldname>=filter-value. For example, a workbook with the filter vf_year=2017 would only display data from the year 2017.
• Max Age Minutes - The maximum number of minutes view data will be cached before being refreshed. Enter a string or String variable. To prevent multiple view data requests from overloading the server, the shortest interval you can set is one minute. There is no maximum value.
• Page Orientation - The orientation of the pages in the .pdf file produced. The following options are available: Portrait, Landscape.
• Page Type - The type of page, which determines the page dimensions of the .pdf file returned. Choose one of the options from the drop-down menu: 3, A4, A5, B5, Executive, Folio, Ledger, Legal, Letter, Note, Quarto, Tabloid.

Properties

Common

• DisplayName - The display name of the activity. This field supports only strings or String variables.

Input

• Client Timeout (in seconds) - Defines the client read timeout in seconds.. Default value is 100.

Misc

• Private - If selected, the values of variables and arguments are no longer logged at Verbose level.

Output

• ResponseStatus - The status of the request (success/failure information). This field supports only ResponseStatus variables.