The goal is to save an image, CSV, or PDF of a dashboard or worksheet automatically. This process captures data for a specific date, such as today or the previous day, without manually opening the Tableau Desktop.
There are several ways to automate the daily export of Tableau dashboards or worksheets in formats such as PDF, PNG, or CSV. Consider the options below:
Note: Except for subscriptions, automation must use scripts or third-party tools.
Tableau Server and Tableau Cloud have a subscription feature. Users can subscribe to a view and receive it as an image or PDF via email on a schedule (daily, weekly, etc.). For more details, refer to Create a Subscription to a View or Workbook.
Every Tableau view published to Tableau Server or Tableau Cloud can generate a direct link to a PNG, PDF, or CSV export.
Constructing the URL:
To create a direct link, take the URL of your Tableau view and add .png, .pdf, or .csv to the end.
You can enhance these links by adding parameters to control the exported view, such as filtering for the current day's data. For example:
This URL can be embedded in an email, a web page, or used in a script to download the report daily.
For more details, refer to Link to a PNG, PDF, or CSV of a View.
The tabcmd command-line utility allows administrators and advanced users to script the export process. Configure relative date filters (e.g., "Today") in Tableau Desktop. This ensures the exported file reflects the latest data. A scheduled task, such as Windows Task Scheduler or a cron job, can run the script daily.
For more details, refer to the following knowledge articles:
Note: tabcmd is not for directly manipulating the Tableau Desktop application. It performs operations from the command line on content already published to Tableau Server or Tableau Cloud, such as exporting and managing users.
For advanced automation or integration into external workflows, the Tableau REST API provides full programmatic control over exporting content. For more details, refer to Workbooks and Views Methods or sample of Tableau Server Client (Python).
Create a Subscription to a View or Workbook - Tableau
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