Send an Email from Tableau Dashboard to Business users Dynamically
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This Video helps to Send Email from Tableau Dashboard to Business users Dynamically
#TableauBasics
#DataVisualization
#DashboardDesign
#TableauTips
#CalculatedFields
#MappingInTableau
#TableauServer
#TableauPublic
#DataPreparation
#TableauWorkbooks
#TableauDesktop
#TableauOnline
#TableauMobile
#TableauServerAdmin
#DualAxisCharts
#TableauCalculations
#TableauParameters
#TableauExtracts
#TableauStoryPoints
#TableauHierarchy
#TableauFilters
#SetActions
#DashboardInteractivity
#TableauPublicViz
#TableauWorkbookSecurity
#TableauWebAuthoring
#TableauDateFunctions
#TableauShowMeMenu
#TableauTrendLines
#TableauColorPalettes
#TableauReferenceLines
#TableauDataBlending
#TableauDataJoins
#TableauParameters
#TableauGroups
#TableauSets
#TableauSort
#TableauDrillDown
#TableauDashboards
#TableauAnnotations
#TableauForecasting
#TableauAggregations
#TableauDistribution
#TableauAnnotations
#TableauGeospatial
#TableauActions
#TableauDynamicMaps
#TableauStorytelling
#TableauInsights
#TableauPerformanceOptimization
#TableauDataConnector
#TableauSQLIntegration
#TableauRIntegration
#TableauPythonIntegration
#TableauBigData
#TableauDataServer
#TableauCalculations
#TableauCustomShapes
#TableauDashboardObjects
#TableauFilterActions
#TableauUserGroups
#TableauCalculations
#TableauParameters
#TableauLODExpressions
#TableauDualAxis
#TableauInteractiveDashboards
#TableauMobileDashboards
#TableauRealTimeData
#TableauAgileAnalytics
#TableauDataSecurity
#TableauDataHighlighting
#TableauDataMining
#TableauDataSources
#TableauDataTypes
#TableauDataExtraction
#TableauDataRefresh
#TableauDataStorytelling
#TableauDataVisualizations
#TableauDesignBestPractices
#TableauDesktopFeatures
#TableauDistributions
#TableauDynamicParameters
#TableauDynamicSets
#TableauDynamicFilters
#TableauEnterpriseEdition
#TableauExtractAPI
#TableauFieldTypes
#TableauGanttCharts
#TableauHierarchies
#TableauIntegration
#TableauJoinTypes
#TableauKPIs
#TableauLiveConnection
#TableauMapLayers
#TableauNavigation
#TableauOnPremiseDeployment
#TableauOptimization
#TableauPackedBubbles
#TableauQuickFilters
#TableauResponsiveDesign
Tableau Parameters Types:
#TableauParameter
#TableauNumericParameter
#TableauStringParameter
#TableauDateParameter
#TableauBooleanParameter
#TableauListParameter
#TableauRangeParameter
#TableauReferenceLineParameter
#TableauReferenceBandParameter
#TableauCalculatedParameter
#TableauRelativeDateParameter
#TableauTopNParameter
#TableauFilterParameter
#TableauSetParameter
#TableauGroupParameter
#TableauHierarchyParameter
#TableauBinsParameter
#TableauAggregationParameter
#TableauDiscreteParameter
#TableauContinuousParameter
#TableauStepSizeParameter
#TableauIncrementParameter
#TableauDropdownParameter
#TableauSliderParameter
#TableauInputParameter
#TableauOutputParameter
#TableauControlParameter
#TableauFormulaParameter
#TableauDynamicParameter
#TableauMulti-SelectParameter
#TableauSingle-SelectParameter
#TableauSortParameter
#TableauShowParameterControl
#TableauHideParameterControl
#TableauCascadeParameter
#TableauDependentParameter
#TableauIndependentParameter
#TableauGlobalParameter
#TableauLocalParameter
#TableauURLParameter
#TableauHierarchicalParameter
#TableauCascadingParameter
#TableauAdvancedParameter
#TableauBasicParameter
#TableauAdvancedParameterSettings
#TableauParameterActions
#TableauParameterAliases
#TableauParameterDefaultValues
#TableauParameterControl
#TableauParameterOptions
#TableauParameterScope
#TableauParameterVisibility
#TableauParameterTooltips
#TableauParameterFormatting
#TableauParameterValidation
#TableauParameterWorksheetFiltering
#TableauParameterUseCases
#TableauParameterBestPractices
#TableauParameterLimitations
#TableauParameterCustomization
Set Up Email Automation Service:
Use an email automation service or tool that allows you to trigger emails based on specific conditions or events. Popular choices include Zapier, Integromat, or custom scripts using Python.
Create a Web Data Connector (WDC):
Develop a Tableau Web Data Connector (WDC) or use an existing one that connects Tableau to the external service. The WDC will act as a bridge between Tableau and the email automation tool.
Integrate WDC with Email Service:
Configure the WDC to interact with your chosen email automation service. Set up parameters such as recipient email addresses, subject, and body of the email.
Define Triggering Events:
Determine the events in your Tableau dashboard that will trigger the email. This could be based on a specific data threshold, user interaction, or scheduled intervals.
Embed WDC in Tableau Dashboard:
Embed the WDC into your Tableau dashboard. Users can then interact with the dashboard, and when the triggering event occurs, the WDC will send the necessary information to the email service.
Testing and Validation:
Test the integration thoroughly to ensure that emails are sent correctly based on the defined conditions. Validate the recipient email addresses, content, and timing.
#TableauBasics
#DataVisualization
#DashboardDesign
#TableauTips
#CalculatedFields
#MappingInTableau
#TableauServer
#TableauPublic
#DataPreparation
#TableauWorkbooks
#TableauDesktop
#TableauOnline
#TableauMobile
#TableauServerAdmin
#DualAxisCharts
#TableauCalculations
#TableauParameters
#TableauExtracts
#TableauStoryPoints
#TableauHierarchy
#TableauFilters
#SetActions
#DashboardInteractivity
#TableauPublicViz
#TableauWorkbookSecurity
#TableauWebAuthoring
#TableauDateFunctions
#TableauShowMeMenu
#TableauTrendLines
#TableauColorPalettes
#TableauReferenceLines
#TableauDataBlending
#TableauDataJoins
#TableauParameters
#TableauGroups
#TableauSets
#TableauSort
#TableauDrillDown
#TableauDashboards
#TableauAnnotations
#TableauForecasting
#TableauAggregations
#TableauDistribution
#TableauAnnotations
#TableauGeospatial
#TableauActions
#TableauDynamicMaps
#TableauStorytelling
#TableauInsights
#TableauPerformanceOptimization
#TableauDataConnector
#TableauSQLIntegration
#TableauRIntegration
#TableauPythonIntegration
#TableauBigData
#TableauDataServer
#TableauCalculations
#TableauCustomShapes
#TableauDashboardObjects
#TableauFilterActions
#TableauUserGroups
#TableauCalculations
#TableauParameters
#TableauLODExpressions
#TableauDualAxis
#TableauInteractiveDashboards
#TableauMobileDashboards
#TableauRealTimeData
#TableauAgileAnalytics
#TableauDataSecurity
#TableauDataHighlighting
#TableauDataMining
#TableauDataSources
#TableauDataTypes
#TableauDataExtraction
#TableauDataRefresh
#TableauDataStorytelling
#TableauDataVisualizations
#TableauDesignBestPractices
#TableauDesktopFeatures
#TableauDistributions
#TableauDynamicParameters
#TableauDynamicSets
#TableauDynamicFilters
#TableauEnterpriseEdition
#TableauExtractAPI
#TableauFieldTypes
#TableauGanttCharts
#TableauHierarchies
#TableauIntegration
#TableauJoinTypes
#TableauKPIs
#TableauLiveConnection
#TableauMapLayers
#TableauNavigation
#TableauOnPremiseDeployment
#TableauOptimization
#TableauPackedBubbles
#TableauQuickFilters
#TableauResponsiveDesign
Tableau Parameters Types:
#TableauParameter
#TableauNumericParameter
#TableauStringParameter
#TableauDateParameter
#TableauBooleanParameter
#TableauListParameter
#TableauRangeParameter
#TableauReferenceLineParameter
#TableauReferenceBandParameter
#TableauCalculatedParameter
#TableauRelativeDateParameter
#TableauTopNParameter
#TableauFilterParameter
#TableauSetParameter
#TableauGroupParameter
#TableauHierarchyParameter
#TableauBinsParameter
#TableauAggregationParameter
#TableauDiscreteParameter
#TableauContinuousParameter
#TableauStepSizeParameter
#TableauIncrementParameter
#TableauDropdownParameter
#TableauSliderParameter
#TableauInputParameter
#TableauOutputParameter
#TableauControlParameter
#TableauFormulaParameter
#TableauDynamicParameter
#TableauMulti-SelectParameter
#TableauSingle-SelectParameter
#TableauSortParameter
#TableauShowParameterControl
#TableauHideParameterControl
#TableauCascadeParameter
#TableauDependentParameter
#TableauIndependentParameter
#TableauGlobalParameter
#TableauLocalParameter
#TableauURLParameter
#TableauHierarchicalParameter
#TableauCascadingParameter
#TableauAdvancedParameter
#TableauBasicParameter
#TableauAdvancedParameterSettings
#TableauParameterActions
#TableauParameterAliases
#TableauParameterDefaultValues
#TableauParameterControl
#TableauParameterOptions
#TableauParameterScope
#TableauParameterVisibility
#TableauParameterTooltips
#TableauParameterFormatting
#TableauParameterValidation
#TableauParameterWorksheetFiltering
#TableauParameterUseCases
#TableauParameterBestPractices
#TableauParameterLimitations
#TableauParameterCustomization
Set Up Email Automation Service:
Use an email automation service or tool that allows you to trigger emails based on specific conditions or events. Popular choices include Zapier, Integromat, or custom scripts using Python.
Create a Web Data Connector (WDC):
Develop a Tableau Web Data Connector (WDC) or use an existing one that connects Tableau to the external service. The WDC will act as a bridge between Tableau and the email automation tool.
Integrate WDC with Email Service:
Configure the WDC to interact with your chosen email automation service. Set up parameters such as recipient email addresses, subject, and body of the email.
Define Triggering Events:
Determine the events in your Tableau dashboard that will trigger the email. This could be based on a specific data threshold, user interaction, or scheduled intervals.
Embed WDC in Tableau Dashboard:
Embed the WDC into your Tableau dashboard. Users can then interact with the dashboard, and when the triggering event occurs, the WDC will send the necessary information to the email service.
Testing and Validation:
Test the integration thoroughly to ensure that emails are sent correctly based on the defined conditions. Validate the recipient email addresses, content, and timing.
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