Use Tableau URL actions to link Tableau to SSRS, enabling users to click from Tableau to SSRS.

To begin create a dashboard and put whatever graphs, etc, you want on it. Next we create a “button” for our dashboard. The URL Action will trigger from the “button” and take us to the SSRS report. Unfortunately there aren’t any button controls in Tableau therefore we will to create a new worksheet to act as our “button”.

To begin create a calculated field to use as the hyperlink. This calculated field, called Hyperlink, is the text ‘Click here to open SSRS’.

In a new worksheet put this Hyperlink field into the Text area.

Next add this new “button” worksheet to your dashboard. Once in an appropriate position get the URL of your SSRS report.

Finally create a URL action (Dashboard – Actions – Add Actions – URL). Choose ‘Select’ where it says ‘Run action on:’. Select is the same as ‘on click’. Next paste the SSRS URL into the URL space. Make sure the only selected worksheet is the new “button” worksheet. We only want the “button” worksheet to take us to the SSRS report.

Click OK the URL action is complete.  When you click the hyperlink text on your dashboard it will open up your SSRS report.

To finish format the text to make it look like a hyperlink; underline the text and colour it blue.

You can get even more sophisticated and pass parameters into your SSRS report. Therefore when you click the hyperlink it takes you to the same data as selected in the Tableau dashboard. This isn’t complicated, however you will need a calculated field to construct the correct SSRS URL including parameters. I’ve written a post on passing parameters using the URL and the MS website contains a brief guide.