Populate Data Source with Uploaded List of Reports (supported in v6.x and earlier)

A list of reports may be 'stored' within a Plugin Data Source after being uploaded from a file, either via CSV or with some other type.

1. Create Plugin Data Source

Create a Plug-in Data Source
  1. Since we are going to upload a list of reports manually, set the Use Remote Data Collector? field to 'no' and the External Reports fetch method field to 'manually'.

For more details on establishing connectivity to data sources, refer to Connecting To Data Sources and find information for a required one from the list.

2. Upload List as CSV File

Upload a List as a CSV file
  1. Open the Tableau Reports List tab, click [Load from CSV file]
  2. The Load From File pop-up opens
  3. [Browse] and select a file from your local machine
  4. [Import]

2.1. Review Results

Review results of upload

2.2. Review List of External Reports

Review the list of External Reports in the grid

3. Create External Report Using the Data Source

Create an External Report using the Data Source

Create a new External Report, paying attention to these settings:

  1. Report Type:  Choose a type consistent with the Data Source being used (In this example, Tableau)
  2. Automatically refresh Report image: Choose 'yes' to see the image with valid data and select the Report image update Trigger from the drop-down list in the field below
  3. Plugin Connection Profile:  Select an option consistent with the Data Source created in Step 1 and 2
  4. Tableau view: Pick a report that has the desired data from the list of uploaded Reports
  5. [Save]

3.1. External Report URL

External Report URL
  1. Once the report is saved, the External Report URL is automatically generated.
  2. [Collect Image] to preview the Report.

3.2. Preview External Report

Preview the External Report