Behold! Emailer 1.2 Introduces Bulk E-mail Mode

The original release of Behold! Emailer was focused on the need of Tableau Server users who wanted to schedule e-mail reports of a PDF from a full workbook. In version 1.2.0, available on GitHub, a Bulk tab has been added to allow for running through lists of jobs to send out to any users. This is useful when you need to push out static results, perhaps filtered on certain factors, to sets of users who are not on the Tableau Server. As long as the output is a static PDF or CSV and not a TWBX, this falls within the Tableau EULA (at the time of writing).

How does it work? Create a CSV file (including the headers) on the following pattern:

To:,CC:,BCC:,Site,View Location,Filter Field Name 1,Filter Values 1,Filter Field Name 2,Filter Values 2,Filter Name 3,Filter Values 3,...

You’ll notice the ellipses at the end (don’t actually include them). That signals that you can make as many slots for additional parameters and filters as you need (up to 25). Just follow the naming convention for the additional fields.

To include multiple items for filtering, separate them with a semi-colon (“;”), like the following:

To:,CC:,BCC:,Site,View Location,Filter Field Name 1,Filter Values 1,Filter Field Name 2,Filter Values 2,Filter Name 3,Filter Values 3
aperson@tableau.com,,,default,BasicSuperstoreSQLServer/Sheet1,Category,Technology;Office Supplies,YEAR(Order Date),2013;2014,,

The program will automatically convert things into lists or change the semi-colons into the right separators. All URL encoding is handled automatically — just make the CSV and load it in. Reference things exactly as you would in Tableau (notice the YEAR(Order Date) example above), with no spaces between the commas.

 

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