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Export and Import Custom Views on Tableau server

Tags:

tableau-api

I have a tableau server where there are several 'sites' configured. There is a workbook X in 'siteA' which i want to copy to another site 'siteB'.

Now there are several custom views (mostly with different filter values) created over sheets/dashboards from workbook X. All these custom views were created by me , I have full admin role on both 'siteA' and 'siteB' (actually on the whole server). All the custom views are marked 'public'.

Normally, I would just download the workbook X from 'siteA' and republish it to 'siteB'. However I want to be able to see/use all the custom views in 'siteB' without having to manually create them all over again.

Is there a way to to this? I couldn't find any such 'official' solution anywhere. I am fine with trying hacky, one off solutions.

like image 795
merawalaid Avatar asked Oct 31 '25 20:10

merawalaid


1 Answers

You are correct that there is not a way to do this workbook by workbook. The closest I know of at present (up through 10.5) is to export the entire site and then import the entire site, which will preserve the custom views. And that's not very close to what you're looking for.

If you search Tableau's Ideas forum for "custom views" you'll find several feature requests. This one in particular seems relevant - I'd vote for it! This one also seems related.

like image 135
Dan Becker Avatar answered Nov 04 '25 03:11

Dan Becker



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