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Tableau - Create PDF, Word, Excel Documents
Tableau connects with Documentero to turn live data insights into ready-to-share documents. With triggers from Tableau events like new data sources or refresh updates, you can automatically generate reports or dashboards in .docx, .pdf, or .xlsx formats. This integration makes it easy to keep stakeholders updated with consistent, branded documents without manual exporting or formatting.
Tableau
Documentero
Triggers
Watch Data Sources — Triggers when a new data source is created.
Watch Projects — Triggers when a new project is created.
Watch Data Source Deleted — Triggers when a data source has been deleted.
Watch Data Source Refresh Failed — Triggers when a data source refresh has failed.
Watch Data Source Refresh Started — Triggers when a data source refresh has started.
Watch Data Source Refresh Succeeded — Triggers when a data source refresh has finished successfully.
Watch Data Source Updated — Triggers when a data source has been updated.
Watch New Data Source — Triggers when a new data source has been created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Tableau using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Tableau using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from Tableau data refresh events
Create Excel audit logs when Tableau data sources are updated
Export Tableau project details into branded Word templates
Generate compliance documents whenever a Tableau data source is deleted
Build client-ready PDF dashboards from Tableau project triggers
Create onboarding documents for new Tableau data sources
Export Tableau refresh success logs into Excel files
Automatically generate Word summaries after Tableau project creation
Produce PDF notifications when Tableau data refresh fails
Create scheduled Excel reports from Tableau data source changes
How you can use Tableau + Documentero
Monthly Sales Reports
When Tableau refreshes a sales data source, Documentero creates a PDF report with updated charts and sends it to the sales team.
Project Performance Summaries
Every time a new Tableau project is created, Documentero generates a Word document summary for project documentation.
Error Notifications
If a Tableau data source refresh fails, Documentero produces a detailed error log in Excel format for troubleshooting.
Data Source Update Logs
When a Tableau data source is updated, Documentero generates a versioned report in PDF for compliance tracking.
New Data Source Documentation
Whenever a new data source is added in Tableau, Documentero creates a standardized Word document describing the source and its fields.
Setup Guides
Zapier Tutorial: Integrate Tableau with Documentero
- Create a new Zap in Zapier.
- Add Tableau to the zap and choose one of the triggers (Watch Data Sources, Watch Projects, Watch Data Source Deleted). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Tableau trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Tableau with Documentero
- Create a new scenario in Make.
- Add Tableau to the scenario and choose one of the triggers (Watch Data Sources, Watch Projects, Watch Data Source Deleted). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Tableau trigger.
- Run or schedule your scenario and verify the output.
