Contents
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Scheduling / Subscribing to Tableau Dashboards: With Filters
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Scheduling / Subscribing to Tableau Dashboards: Without Filters
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Managing Existing Subscriptions
Scheduling / Subscribing to Tableau Dashboards: With Filters
Navigate to the dashboard you wish to subscribe to.
Filter the report as you would like to have it delivered.
Click on the "View" button above the dashboard.
In the dialog box that opens up, enter a meaningful name for this "view" of your dashboard. You can optionally make this your default view so that whenever you navigate to this dashboard going forward it will automatically display with your filters already applied.
Once you have saved the filtered view of your dashboard, click "Subscribe" to set up the delivery schedule for your dashboard.
In the dialog window that opens up, select whether to receive the entire workbook, or just the visible worksheet.
Select the schedule that suits your needs.
*DO NOT SCHEDULE ANY SUBSCRIPTIONS BETWEEN 9PM AND 7AM*
(Doing so may cause the data warehouse refresh to fail)
You may also modify the "Subject" line if you wish, as well as add other users that you want to receive the email. Once all of your desired options are set, click "Subscribe".
Scheduling / Subscribing to Tableau Dashboards: Without Filters
Click "Subscribe" to set up the delivery schedule for your dashboard.
In the dialog window that opens up, select whether to receive the entire workbook, or just the visible worksheet.
Select the schedule that suits your needs.
*DO NOT SCHEDULE ANY SUBSCRIPTIONS BETWEEN 9PM AND 7AM*
(Doing so may cause the data warehouse refresh to fail)
You may also modify the "Subject" line if you wish, as well as add other users that you want to receive the email. Once all of your desired options are set, click "Subscribe".
Managing Existing Subscriptions
Click the "three dots" icon next to any of your subscriptions to make changes to the schedule, subject line, or to remove/cancel the subscription.
Click on the "Subscriptions" Tab, you will see all of the subscriptions you have set up.
Click the downward triangle next to your username in the upper right corner, and select "My Content".
