Your URL should look something like, “ After that, just click the PDF button and Voila! We have an optimized PDF version of our dashboard ready for printing: You’ll also need to add “.pdf” to the end of the URL string. In this example, I referenced a more PDF print friendly dashboard that breaks down sales by state. Step 5) Find the URL Address of the Specified Dashboard Hosted on Tableau Server and Set the Action To Go to the Specified URL When the “Export” Button Is Selected: Step 4) In the dashboard actions dropdown menu, Add a “Go to URL” Dashboard action: Step 3) Place the sheet on the Dashboard somewhere users can easily click to export: Here I put the text “PDF” as text on the marks card and added a green background to make this button stand out. Step 2) Create a new sheet and add text (Export, Export to PDF, PDF, etc.): In this example, we are going to use the sample dashboard that Tableau provides along with your copy of Tableau Desktop. So, let’s dive in and learn how to leverage URL actions in Tableau to export your dashboards to a PDF hassle-free! Step 1) Take a Tableau Dashboard that is hosted on Tableau Server: With this method, you can achieve all of that with one simple click. However, what if you wanted to export a summarized or a more print optimized version of the dashboard to PDF instead of a screenshot. Normally, Tableau Server allows you to export your dashboard as a PDF in the “Download” options in the taskbar. If you’re a Tableau user looking to learn how to export your Tableau Dashboards hosted on Tableau Server to a PDF with just a simple click, then you’re in the right place.
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