Advance with Assist: Automating Tableau Workbook Download with TabCmd

Data

Advance with Assist: Automating Tableau Workbook Download with TabCmd

Question: I’m only seeing export options for PDF, CSV or PNG. I’m needing a way to export a workbook to a share drive for access by our Creators. Is there an automated way to do this? I’m tired of downloading to my machine only to upload to the share drive and delete. I hope I’m just missing something.

As with all things data that involve self-service, most deployments of analytics platforms need users to be able to craft their own stories of how something is used. Here, our client needed a way to automate the movement of workbooks for their Creators. He is correct in stating there is no “export” option for workbooks. The export command only lists the three extensions he mentioned.

However, since the purpose of the question is automation, using tab command (TabCmd) has the option to “get URL,” which does give the user the ability to script the download of a workbook to a specified location. I’ll walk through the basics of how to use TabCmd in this post to help you get started with automation in this way.

Installing TabCmd

First, you need to install TabCmd, located on the Server Downloads page. The version of TabCmd must match the version your server is running. If you are unsure what your version is, log in to your server and click the information icon and the About menu. Once you have this information, locate your version.

Click the version, then scroll down on the version page to Download Files. There, click the Tabcmd for Server link and install:

download files with TabCmd in Tableau

Running TabCmd

Now that TabCmd is installed, you have the ability to run the commands once you have an authenticated server session established through the Command Prompt.

Here are the basics of what you’ll need to do:

  1. Change the directory to where tabcommand.exe is located.
    Note: You can also move this folder for the command line utility to make it a shorter path, but this is likely close to the default that Tableau used when you installed:

download files with TabCmd in Tableau

2. Log in to your Tableau Server. I like to log in first with its own command initially, but you can combine the next two steps into one later when you are more comfortable:

tabcmd login -s <full server URL> -t <Site if multiple> -u <username> -p <password>

download files with TabCmd in Tableau

3. Now, run the Get command to download the workbook to a specific location and name the downloaded file:

tabcmd get "/workbooks/WorkBookName.twbx" -f "C:\FileDirectory\WorkbookName.twbx"

download files with TabCmd in Tableau

download files with TabCmd in Tableau

/workbooks = workbook download

/ views = View download

Further options and reference on Get commands, Export commands and more can be found here.

More About the Author

Dustin Wyers

Analytics Consultant | Assist Lead - East
Advance with Assist: REST Error in Tableau and Snowflake Connection Question: I’m getting an error when I try to log into Snowflake. It says REST error and no such file or directory. How can I get ...
Advance with Assist: Sheet Swapping with Dummy Headers Question: I’m trying to use a sheet swap toggle between two chart types, but in the layout container, the sheet is keeping space and ...

See more from this author →

Subscribe to our newsletter

  • I understand that InterWorks will use the data provided for the purpose of communication and the administration my request. InterWorks will never disclose or sell any personal data except where required to do so by law. Finally, I understand that future communications related topics and events may be sent from InterWorks, but I can opt-out at any time.
  • This field is for validation purposes and should be left unchanged.

InterWorks uses cookies to allow us to better understand how the site is used. By continuing to use this site, you consent to this policy. Review Policy OK

×

Interworks GmbH
Ratinger Straße 9
40213 Düsseldorf
Germany
Geschäftsführer: Mel Stephenson

Kontaktaufnahme: markus@interworks.eu
Telefon: +49 (0)211 5408 5301

Amtsgericht Düsseldorf HRB 79752
UstldNr: DE 313 353 072