How to download the source file tableau

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Any filters, parameters, or selections currently applied in Tableau are reflected in the downloaded crosstab. PDF : Opens a dialog window to select download options. Under Include , select the the part of the workbook you want to download.

Select this view, specific sheets from a workbook or dashboard, or select all. Select Scaling to control the image's appearance on the PDF. Select Paper Size and Orientation. PowerPoint : Downloads selected sheets as images on individual slides in a PowerPoint presentation. Schedule a demo. Start Free Trial. Learn more. Tableau helps people see and understand data. Our visual analytics platform is transforming the way people use data to solve problems. See why organizations of all sizes trust Tableau to help them be more data-driven.

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Deploy in the cloud, on-premises, or natively integrate with Salesforce CRM. Get Started with Tableau. Customers are scaling Tableau faster and more broadly than ever. As a trusted partner, Tableau helps organizations accelerate innovation, improve operations, and better serve their customers. Publish Workbook Publishes a workbook on the specified site. Revisions Methods Download Data Source Revision Downloads a specific version of a data source prior to the current one in.

Download Workbook Revision Downloads a specific version of a workbook in. Get Workbook Revisions Returns a list of revision information history for the specified workbook. Remove Workbook Revision Removes a specific version of a workbook from the specified site. Returns the details of the Active Directory domains that are in use on the server, including their full domain names, nicknames and IDs.

Changes the nickname or full domain name of an Active Directory domain on the server. Creates a site on Tableau Server. Delete Site Deletes the specified site. Get Recently Viewed for Site Gets the details of the views and workbooks on a site that have been most recently created, updated, or accessed by the signed in user. Query Site Returns information about the specified site, with the option to return information about the storage space and user count for the site.

Query Sites Returns a list of the sites on the server that the caller of this method has access to. Query Views for Site Returns all the views for the specified site, optionally including usage statistics. Update Site Modifies settings for the specified site, including the content URL, administration mode, user quota, state active or suspended , storage quota, whether flows are enabled, whether subscriptions are enabled, and whether revisions are enabled.

Subscriptions Methods Create Subscription Creates a new, unsuspended subscription to a view or workbook for a specific user. Delete Subscription Deletes the specified subscription. Query Subscription Returns information about the specified subscription. Query Subscriptions Returns a list of all the subscriptions on the specified site. Update Subscription Modifies an existing subscription, allowing you to change the subject, schedule, and suspension state for the subscription.

Create Group Creates a group. Delete Group Deletes the group on a specific site. Get Groups for a User Gets a list of groups of which the specified user is a member. Get Users in Group Gets a list of users in the specified group. Get Users on Site Returns the users associated with the specified site. Query Groups Returns a list of groups on the specified site, with optional parameters for specifying the paging of large results. Query User On Site Returns information about the specified user.

Remove User from Group Removes a user from the specified group. Remove User from Site Removes a user from the specified site. Update Group Updates a group. Update User Modifies information about the specified user. Webhooks Methods Create a Webhook Creates a new webhook for a site. Delete a Webhook Deletes the specified webhook. Get a Webhook Returns information about the specified webhook.

List Webhooks Returns a list of all the webhooks on the specified site. Test a Webhook Tests the specified webhook. Update a Webhook Modify the properties of an existing webhook. Add Tags to Workbook Adds one or more tags to the specified workbook. Delete Tag from View Deletes a tag from the specified view. Delete Tag from Workbook Deletes a tag from the specified workbook. Delete Workbook Deletes a workbook.

If a crosstab is exported from a dashboard, data from only the first view in the dashboard will appear in the. Download Workbook Downloads a workbook in. Download Workbook Excel Downloads an Excel. Get Recommendations for Views Gets a list of views that are recommended for a user. Get View Gets the details of a specific view. Get View by Path Gets the details of all views in a site with a specified name.

Get Workbook Downgrade Info Returns a list of the features that would be impacted, and the severity of the impact, when a workbook is exported as a downgraded version for instance, exporting a v Hide a Recommendation for a View Hides a view from being recommended by the server by adding it to a list of views that are dismissed for a user. Query View Image Returns an image of the specified view. Query View Preview Image Returns the thumbnail image for the specified view.

Query Views for Workbook Returns all the views for the specified workbook, optionally including usage statistics. Query Workbook Returns information about the specified workbook, including information about views and tags. Query Workbook Connections Returns a list of data connections for the specific workbook. Query Workbooks for Site Returns the workbooks on a site. Query Workbooks for User Returns the workbooks that the specified user owns in addition to those that the user has Read view permissions for.

Unhide a Recommendation for a View Unhides a view from being recommended by the server by removing it from the list of views that are dimissed for a user. Update Workbook Modifies an existing workbook, allowing you to change the owner or project that the workbook belongs to and whether the workbook shows views in tabs. Update Workbook Connection Updates the server address, port, username, or password for the specified workbook connection.

Update Workbook Now Refreshes the specified workbook. Add analytics extension connection to site Adds a connection to an external service for analytics extensions on this site.

Permissions - This method can be called by site and server administrators. Only one data quality warning can be applied to the asset. Adding a data quality warning to the asset that already has one causes an error. To specify the type, use: database table datasource flow These values are not case sensitive. If the data quality warning type is not included, an error is thrown. Type of data quality warning to apply to the asset. To specify the type, use one of the following values:.

Optional Controls whether the data quality warning displays. Value can be " true " or " false ". If the state is not specified, the data quality warning is set to "true" and is visible by default. If Tableau Server or Tableau Online is licensed through the Data Management Add-on , the following users have permissions to add the data quality warning:. Version 3. A content or asset item can only have up to one data quality certification applied to it. Adding a data quality certification to an item that already has one will update the data quality certification with the latest specified values.

The type of content or asset the data quality warning is attached to. To specify type, use one of the following values:. If Tableau Server or Tableau Online is licensed through the Data Management Add-on , the following users have permissions to add or update data quality certifications:. Adds permissions to the specified data source for a Tableau Server user or group.

You can specify multiple sets of permissions using one call. If a specified permission has already been granted or denied for a given user or group, the system ignores it. For more information, see Permissions. Tableau Server users who are not server administrators or site administrators can add permissions only to a data source for which they have ChangePermissions permission either explicitly or implicitly.

Version 2. A user attempted to add permissions to a data source, but the caller doesn't have permission to set permissions on the data source. This can apply to either an invalid capability name or to a capability other than Allow or Deny for any mode value.

For more information, see Handling Errors. If the user already has the data source listed as a favorite with the same label, the operation has no effect. If the label differs, the original favorite is overwritten.

This value is displayed when you search for favorites on the server. Tableau Server users who are not server administrators or site administrators can call this method only if they have Read view permissions on the data source either explicitly or implicitly.

This will always be the case when the user ID in the URI represents a different user than a non-administrator user who is calling the method. Adds a task to refresh a data source to an existing schedule. This method is not available for Tableau Online.

Tableau Server users who are not server administrators or site administrators can only add a data source to a schedule if they own the data source, or are the project leader for the project that contains the data source. Content of add-to-schedule. To add permissions, the database asset must be associated with a published data source.

The capability to assign. If any capability has been granted or denied for a specified user or group, that capability is ignored. Valid capabilities for a database are:. If Tableau Server or Tableau Online is licensed through the Data Management Add-on , the following authorized users have permissions to add database asset permissions:. How default permissions are enforced depends on whether the database is locked or unlocked. Locked to the database: If the permissions on a database are locked or Locked to the database , existing child table assets and new child table assets that get indexed by Catalog will inherit the default permissions applied to the parent database asset.

Note: If the database is locked, explicit permissions cannot be made for individual tables. Valid capabilities for a databases are the following:. If Tableau Server or Tableau Online is licensed through the Data Management Add-on , the following authorized users set default permissions for the database asset:.

Adds default permission capabilities granted to a user or group, for metric, flow, workbook, data source, data role, or lense resources in a project.

After adding default permissions, resources of the type you specify that are added to a project will have those capabilities granted for a group or user.

If permissions are locked to the project Link opens in a new window , then the same is true for all existing child content of the project. For more information, see Permissions Link opens in a new window. Content owners can override default permissions for their content, but only if project permissions have not been locked. Project permissions can be locked for a new project when you call Create Project or for an existing project by calling Update Project.

Tableau Server users who are not server administrators can add permissions defaults for a project only if they have the ProjectLeader permission for that project either explicitly or implicitly. Adds permissions to the specified flow for a Tableau Server user or group. If any capability has already been granted or denied for a specified user or group, that capability is ignored. Tableau Server users who are not server administrators or site administrators can call this method only if they have permission to set permissions on the flow either explicitly or implicitly.

This can apply to either an invalid capability name or a capability other than Allow or Deny for any mode value. The schedule that you are adding to must have Flow as the schedule type.

This will include all the output steps in the flow and any output steps created in the future. Tableau Server users who are not server administrators or site administrators can only add a flow to a schedule if they own the flow, or are the project leader for the project that contains the workbook. If the user already has the flow listed as a favorite with the same label, the operation has no effect. Adds permissions to the specified project for a Tableau Server user or group.

In Tableau Server Tableau Server users who are not server administrators or site administrators can add permissions for a project only if they have ChangePermissions version 2. The mode of the capability for ProjectLeader cannot be set to Deny. If the user already has the project listed as a favorite with the same label, the operation has no effect.

Tableau Server users who are not server administrators or site administrators can call this method only if they have permission to add a project to a favorite list either explicitly or implicitly.

Content of add-project-to-favorites. An asset can only have one trigger. Adding a trigger to an asset that already has one will update the trigger with the latest specified values. Note: An asset can have one trigger and one DQW applied to it at the same time. Use one of the following values:.

Optional Status of the trigger. Values can be " true " or " false ". If set to " true ", either the extract data source is monitored for refresh failures or the flow is monitored for flow run failures. If a failure occurs, an alert is applied or replaces an existing one to either the extract data source or flow. The alert remains there until the next successful refresh or flow run. If Tableau Server or Tableau Online is licensed through the Data Management Add-on , the following users have permissions to add quality warning triggers:.

If Tableau Server or Tableau Online is licensed through the Data Management Add-on , the following users have permissions to add table asset permissions:. If Tableau Server or Tableau Online is licensed through the Data Management Add-on , the following users have permissions to add tags:.

If the data source is already tagged with a tag that's included in the request body, those tags are ignored and the data source retains them.

Tableau Server users who are not server administrators or site administrators can call this method only if they have Read permissions for the data source either explicitly or implicitly. Version 1. If the view is already tagged with a tag that's included in the request body, those tags are ignored and the view retains them.

Tableau Server users who are not server administrators or site administrators can call this method only if they have Read permissions for the view either explicitly or implicitly. If the workbook is already tagged with a tag that's included in the request body, those tags are ignored and the workbook retains them.

Tableau Server users who are not server administrators or site administrators can call this method only if they have Read permissions for the workbook either explicitly or implicitly. This method can only be called by server administrators and site administrators, and by users who are owners of the specified alert. Note : After you create a resource, the server updates its search index. If you make a query immediately to see a new resource, the query results might not be up to date. This method can only be called by server administrators and site administrators.

If Tableau Server is configured to use local authentication, the information you specify is used to create a new user in Tableau Server. Note : After creating the user, you must set a full name, password, and email address for the user with the call to Update User. Even if it is not used by SAML, the user information must be present. If Tableau Server is configured to use Active Directory for authentication, the user you specify is imported from Active Directory into Tableau Server.

When you add user to Tableau Online, the name of the user must be the email address that is used to sign in to Tableau Online. After you add a user, Tableau Online sends the user an email invitation. The user can click the link in the invitation to sign in and update their full name and password. If you try to add a user using a specific site role but you have already reached the limit on the number of licenses for your users, the user is added as an unlicensed user.

In that case, the response code is which indicates success , but the siteRole value in the response body is set to Unlicensed. If the server uses local authentication, this can be any name. If you are using Active Directory authentication, or if you are using Tableau Online, there are specific requirements for the name.

For most Active Directory users, these attributes are the same. By default, if you are adding a user from Active Directory, the name that you provide in the user-name is matched against the Active Directory sAMAccountName attribute, which becomes the name that the user signs in to Tableau Server with. Two exceptions are when the name that you provide: is longer than 20 characters; and includes an character. For Tableau Online: The user-name is the email address that the user will use to sign in to Tableau Online.

When you add a user to the site, Tableau Online sends an email invitation. The site role to assign to the user. You can assign the following values for this attribute: SAML - The user signs in using the identity provider idP configured for the site. ServerDefault - The user signs in using the default authentication method that's set for the server.

For more information, see About multi-factor authentication and Tableau Online Link opens in a new window. Adds permissions to the specified view also known as a sheet for a Tableau Server user or group. This method can only be called by server and site administrators, and user who have permission to set permissions on the workbook either explicitly or implicitly.

To use this method, the parent workbook that contains the specified view must have its showTabs attribute set to Hide. You can configure this setting by using the Update Workbook method. This can apply to either an invalid capability name or an invalid capability value other than Allow or Deny.

Example of add-view-permissions. If the user already has the view listed as a favorite with the same label, the operation has no effect. Tableau Server users who are not server administrators or site administrators can call this method only if they have permission to add a view to a favorite list either explicitly or implicitly.

The value of view-url-name is the name of the view in its URL. Modifying the name display name of a view will not impact the view-url-name path element of the view's URL. Adds permissions to the specified workbook for a Tableau Server user or group. Tableau Server users who are not server administrators or site administrators can call this method only if the have permission to set permissions on the workbook either explicitly or implicitly. If the user already has the workbook listed as a favorite with the same label, the operation has no effect.

If the label is already in use for another workbook, an error is returned. Tableau Server users who are not administrators or site administrators can call this method only if they have permission to add a workbook to a favorites list. A non-administrator user called this method but doesn't have permission to add a workbook to the specified user's favorites.

This will always be the case when the user references in the URI identifies a user other than the user who is calling the method. Adds a task to refresh or accelerate a workbook to an existing schedule.

The task type must match the schedule type. For a list of schedule types, see Create a Schedule. Only Tableau Server users who are server administrators or site administrators can add a workbook to a data acceleration schedule. Tableau Server users who are not server administrators or site administrators can only add a workbook to other types of schedules if they own the workbook, or are the project leader for the project that contains the workbook.

Adds a dashboard extension to the safe list the site you are signed into. Availability - Not available for Tableau Online. Uploads a block of data and appends it to the data that is already uploaded.

This method is called after an upload has been initiated using Initiate File Upload. You call Append to File Upload as many times as needed in order to upload the complete contents of a file.

You get this value when you start an upload session using Initiate File Upload. The content of the file to be uploaded is included in a MIME multipart message. For more information, see Publishing Resources. Tableau Server users who are not server administrators or site administrators can call this method only if they have publishing rights on the site. The maximum allowable size will be reported in the error response. The type of data quality warning to apply to the content or asset.

If Tableau Server or Tableau Online is licensed through the Data Management Add-on , the following users have permissions to batch add or update data quality warnings:. If Tableau Server or Tableau Online is licensed through the Data Management Add-on , the following users have permissions to delete data quality warnings:.

If Tableau Server or Tableau Online is licensed through the Data Management Add-on , the following users have permissions to delete a data quality certification:. If Tableau Server or Tableau Online is licensed through the Data Management Add-on , the following users have permissions to delete data quality certifications:.

If Tableau Server or Tableau Online is licensed through the Data Management Add-on , the following users have permissions to delete tags:. Adds a dashboard extension to the block list of a server. Permissions - This method can only be called by server administrators. Cancels a job specified by job ID. To get a list of job IDs for jobs that are currently queued or in-progress, use the Query Jobs method. The job ID provided is for a job that has already succeeded or failed.

The event name must be one of the supported events listed in the Trigger Events table. The event and webhook-source use different name values for the same event. Recommended: Use the event attribute of the webhook to specify the triggering API event for the webhook.

The webhook-source element serves the same purpose but is being deprecated in future versions of Tableau webhooks. If both events and webhook-source are specified, their events specified must match. If either are specified, with the other being NULL, then the specified event becomes the webhook trigger, whether the element containing the event name is event or webhook-source.

This method can only be called by server and site administrators. Create an extract for a data source in a site. Optionally, encrypt the extract if the site and workbooks using it are configured to allow it. If false , or no encrypt parameter is appended to the URI, then the extract won't be encrypted, unless encryption is enforced by site or workbook configuration.

An error will be returned when encrypt equals true and encryption is disabled in the site or workbook. Extracts for data sources can be created by Tableau server or site administrators, and by users who own the data source or are an owner or leader of the project where the data source resides.

Create extracts for all embedded data sources of a workbook. Optionally, encrypt the extracts if the site and workbook using them are configured to allow it. When you create an extract for a data source in a workbook, the extract is available only to the workbook and may have configuration specific to the workbook, such as hiding of unused fields. You can create workbook extracts for both embedded and published data sources used by the workbook.

When you create a workbook data source for a published data source, then refreshing the workbook extract will retrieve any changes to data from the published datasource, or from the published data source's extract if it is using one. Note: This method will fail and result in an error if your Server Administrator has disabled the RunNow setting for the site. For more information, see Tableau Server Settings Link opens in a new window.

If true , then create extracts for all datasources embedded in a workbook. If false default , then a datasource must be specified in the request. If true , then all data sources in the workbook will have an extract created for them. If false , then a data source must be supplied in the request. Extracts for data sources embedded in a workbook can be created by Tableau server or site administrators, and users who own the workbook, or are an owner or leader of the project where the workbook resides.

If Tableau Server or Tableau Online site is configured to use Active Directory for authentication, this method can create a group and then import users from an Active Directory group. To add users to a group, call Add User To Group. To make changes to an existing group, call Update Group. If you use the method to import users from an Active Directory, the import process can be performed immediately synchronously or as a background job asynchronously.

Note : If Active Directory contains a large number of users, you should import them asynchronously; otherwise, the process can time out. The Create Group response returns information in two ways: in the response header and in the response body. The ID of the new group is always returned as the value of the Location header. If you create a local group or import an Active Directory group immediately, the response body contains the name and ID of the new group.

You can use the job ID to check the status of the operation by calling Query Job. If you set this to false the default , the import process runs as a synchronous process. If the Active Directory group contains many users, the process might time out before it finishes.

If you set this to true , the process runs asynchronously. In that case, Tableau Server starts a job to perform the import and returns the job ID in the Location header.