You can create a custom subscription in Tableau by using the Subscriptions feature. This allows you to schedule regular email delivery of specific dashboards or worksheets to designated recipients.
Here's how to create a custom subscription in Tableau:
- Open the dashboard or worksheet you want to subscribe to.
- Click the "Share" button in the top-right corner of the view.
- Select "Subscribe" from the dropdown menu.
- Configure the subscription settings:
- Name: Give your subscription a descriptive name.
- Schedule: Choose the frequency and time for delivery (e.g., daily, weekly, monthly).
- Recipients: Add email addresses of the intended recipients.
- Format: Select the desired output format (e.g., PDF, PNG, CSV).
- Options: Choose additional options like including a data extract or limiting the number of rows.
- Click "Create" to finish setting up your subscription.
Example:
Let's say you want to send a weekly report of sales performance to your team. You can create a custom subscription for your sales dashboard, scheduling it to be delivered every Friday at 9:00 AM.
Practical Insights:
- Custom subscriptions are valuable for automating report distribution and keeping stakeholders informed.
- You can create multiple subscriptions for different dashboards or worksheets, tailoring them to specific needs.
- Remember to test your subscriptions to ensure they are delivering the expected results.
Troubleshooting:
If you encounter issues with your subscriptions, check the following:
- Email address validity: Ensure the recipient emails are correct.
- Schedule settings: Verify the frequency and time are accurate.
- Permissions: Make sure you have the necessary permissions to create and manage subscriptions.
By following these steps, you can easily create custom subscriptions in Tableau to streamline your reporting processes.
