Let’s say you have a Dashboard in Tableau, where at least one Worksheet is a list long enough to have a vertical scrollbar. If you export to PDF in Tableau Server, you will only get an single page, with an image of the scrollable sheet at the top of its scrolling. If you want to give your users the ability to get a PDF with ALL of the data included, you’ll need to set up your workbook in a particular fashion, based on the following rule:
Worksheets that scroll will export out as multiple pages, showing all of the data. Dashboards export out as a single page always.
With this in mind, you can build your Workbooks in the following way:
- Put your Dashboard tab first
- Put any sheets that scroll in a dashboard directly after the Dashboard tab
- Hide any sheets that do not scroll in a dashboard
The user needs to choose “Sheets in Workbook” to get both the Dashboard and the Sheets with all the details, but you can choose which sheets you want in the selector at the bottom.
If you want to get the same functionality with a tabcmd export, you use the tabcmd export method with the –fullpdf option. You can use this functionality to create scheduled exports of views, particularly if you need them for compliance reasons.
I can’t believe I never thought of this before! Question: In your example, the user would get a PDF with both the truncated dashboard, as well as the complete data from the worksheet, is that correct? I am wondering if there is a way to make it so that the user can view and find the data they need using the dashboards, but are only able to print via the worksheets.
Hi Molly — yes, unless they chose just the individual worksheet as part of the download options. What you are describing is a great feature request, but there’s currently no way to do that kind of limitation. You have to show both to allow the Worksheet version for download
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