Checklist for emailing as PDF or PNG

Fields needed

You can automate emailing a pdf or png copy of any one view, one dashboard, or every published tab in one workbook.

Field Name	Sample Values	Required?	Explanation
ID	112	Required	Any name or id value you make up. Numbers are recommended. The ID is helpful for tracking each line if there is a problem.
URL	TestA/Sheet3	Required	The part of the master report's URL that comes after /views/ and before ? See more below.
URL-Filters	?Salesperson Name=John Smith	Optional	The Tableau attribute to be used as a filter, and the value that is to be selected. For multiple selections, put a comma between the values: ?Region=20,22 or ?Salesperson Name=John Smith or combine multiple filters with an ampersand ?Salesperson Name=John Smith&Region=20,22
Recipient-Email-Address	jsmith@yourcorp.com;jdoe@yourcorp.com	Required	one or more email addresses to receive this report, separated with semi-colons.
Recipient-Name	John Smith	Optional	For your reference only. You may add whatever comments you want here.
Output-File-Name	"J Smith Sales.pdf" or JSmithSales.png	Required	The name of the report that will be attached to the email. No special characters. If there are spaces in the name, the name must be surrounded by quotes.
Output-Format	pdf png or fullpdf	Required	"fullpdf" will include every published tab in the workbook. Note that for this feature, the workbook must be published with Show Sheets as Tabs.
Subject-Line	John's Daily Sales report	Required	The text that will appear in the subject line of the email.
Body-Line	Please see the attached report.	Optional	The text that will appear in the body of the email.
Options	--pagelayout portrait --width 800	Optional	Optional PDF format options for pagelayout, pagesize, width and height. See more below.
Schedule	M1 S D	Required	M1 = first of the month S = weekly on Sundays D = Daily, early mornings after the nightly refresh

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URL Example

WHEN The URL used for testing in the web browser is:

https://dataselfbi.com/#/site/yourcompany/views//TestA/Sheet3

or

https://dataselfbi.com/#/site/yourcompany /views/TestA/Sheet3?id=1

or

https://dataselfbi.com/#/site/yourcompany /views/TestA/Sheet3?AcctManagerID=BB

Set the URL column to TestA/Sheet3

PDF Format Options

example: --pagesize legal --pagelayout landscape

Option	Available Parameters	Example	Comment
--pagelayout	landscape portrait	--pagelayout portrait	Sets the page orientation (landscape or portrait) of the exported PDF. If not specified, its Tableau Desktop setting will be used.
--pagesize	unspecified letter legal note folio tabloid ledger statement executive a3 a4 a5 b4 b5 quarto	--pagesize legal	Default is letter.
--width	(number of pixels)	--width 800	Default is 800 pixels (px).
--height	(number of pixels)	--height 600	Default is 600 pixels.