Configure Tableau Workbook with Subscription:
Create or select a Tableau workbook that contains the data and
visualizations processed by AI/ML model or SQL queries in the
database[8] and relevant to your sales insights. Set up a
subscription within Tableau by defining the required filters,
parameters, and schedule for the automated delivery of insights.
Subscriptions will send you an image or PDF snapshot of a view or
workbook at regular intervals, eliminating the need for you to sign into
Tableau Cloud.
Set up a subscription for the sales
team:
When you open a view in Tableau Cloud, if you see a subscription icon
()
in the toolbar, you can subscribe to that view or to the entire
workbook. You can subscribe other users who have permission to view the
content if you own a workbook, if you are a project leader with an
appropriate site role, or if you are an administrator.[5]
From the Explore section of your site, select All Workbooks or All
Views, or open the project that contains the view you want to
subscribe to.
Open a view either directly, or after opening the containing workbook.
On the view toolbar,
select Watch > Subscriptions.
- Add the Tableau users (Sales Rep) or groups you want to receive the
subscription. To receive a subscription, users must have the View and
Download Image/PDF permissions.
- Choose whether subscription emails include the current view or the
entire workbook. If the view contains data only when high-priority
information exists, select Don’t send if view is empty.
- Choose the format for your snapshot: as a PNG image, a PDF attachment,
or both.
- If PDFs, choose the paper size and orientation you’d like to
receive.
- To clarify subscription emails, customize the subject line, and add a
message.
- When the workbook uses one data extract on a published connection, you
can pick a frequency:
- On Selected Schedule : Pick a schedule for the subscription.
- Click the drop-down arrow to the left of the current settings to pick
a schedule:
- Pick a schedule that is disabled as this schedule will be enabled
using the Go-Anywhere process after the data is loaded.
- Click Subscribe .
- Understand Tableau REST API Endpoints:
Familiarize yourself with Tableau REST API endpoints, especially those
related to authentication and subscriptions. [6]
Key endpoints include.Login:
servername>/api/3.22/auth/signin
PUT /api/api-version /schedules/schedule-id