Tableau Reports: Distribution and Sharing

Metric Insights allows several ways to distribute Tableau Reports:

  • as payload for Alerts
  • via Bursts that go on Schedule
  • as External Visualization of Reports
Expand or collapse content 1. Sending a Report as an Alert payload

The starting point for Alert generation is always a Metric.  Once you create a Metric to trigger Alerts, you can perform additional functions.  

The whole process comprises:

  1. Building a Metric
  2. Configuring an Alert Rule
  3. Adding a Tableau Report to an Alert payload

1.1. Build a Metric

In order to build a Metric:

  1. Go to New > Metric > Create New
  2. Configure the Settings

To learn more about creating Metrics, refer to:

1.2. Create an Alert Rule

  1. Click the [Alert icon]
  2. Access Alert Creation Wizard
  3. Define your Alert type and criteria
  4. Go to Step 3 (Content)
  5. From Send with the Alert dropdown, select Other element

For more information, click:

1.3. Add a Tableau Report to an payload

  1. Chose the element from the dropdown.
  2. Preview the Alert message to make sure it contains the required Tableau Report.
Expand or collapse content 2. Bursting a Tableau Report
  1. Go to New > Burst to open the Burst Editor.
  2. Click [+Add Tiles]. In the pop-up that appears, select a Tableau Report.
  3. Specify the Schedule and Delivery Method for your Burst.
  4. After verifying all settings, [Save & Enable].
  5. If you need to test the Burst layout, click [Send now].

To view the process in detail, read:

Expand or collapse content 3. Adding Tableau Visualization to a Regular Report

You can also embed the Tableau Report as Visualization in the Regular Report.

  1. Go to Report Editor > Report Content tab.
  2. Select the Tableau Report you want to include as External Visualization.
  3. Verify the rest of the settings.

For step-by-step guidance, check Add Tableau Visualization to a regular Report (Version 5.0)