There are a few things to keep in mind when exporting data from Tableau to Excel.įirst, Tableau will only export the currently visible data in the view. You may also use this URL with parameter/filter values. This method works similarly to the other. CSV to the end of your dashboard URL and embedding it inside an image icon on your dashboard. If you don't want to educate your end-users and don't have time to acquire a "Degree in CSVs" follow Andy Kriebel's advice, which entails appending. If formatting is not required, you may also pick the ‘Data' option from the Download menu to obtain a static file. This method requires some end-user training, but the output is more attractive, considers any filtering that has occurred before exporting, and can handle a big data set. The entire process is outlined in this example ( ). If formatting preservation is a priority, simply clicking the download icon in the top right corner and selecting ‘Crosstab' is the ideal solution. In most situations, your users will want a convenient method to save data from the Tableau Server, which is where they spend most of their time. CSV option or by creating the exact view your customers want to export depending on your use case. You may exercise somewhat more control by using aliasing to force column order when exporting with the. However, in our experience, if you have more extensive data, the crosstab's performance may be damaged or fail. On the other hand, the Excel crosstab will retain formatting (unless you disable this) and would provide your end-user with a “more attractive” appearance. CSV variant does not maintain the formatting, so the fields used to generate the view will appear in alphabetical order. The most significant distinction between these two choices is the level of control over the output. Output Control Options for Single View Export CSV or create a crosstab in Excel if you only want the data for one view or sheet. The choices are either to export/copy to. These may then be used to connect directly to Tableau or share the data for others to use. The export alternatives are a CSV file, an Extract (.hyper) file, or a Tableau Data Source (.tds) file. Alternatively, you can obtain a subset from the data source or data pane on the view's page or within the view itself. This will allow you to embed your visualizations into an existing web page and still retain the ability to export the data.Ī couple of built-in choices outlined in Tableau's help documentation allow you to export from Tableau Desktop. The third method, arguably the best, is to use Tableau's JavaScript API. The data can then be downloaded by selecting the download option from the browser's menu. The second method is to use the Web Page (embedded) option to generate an HTML page that can be viewed in a browser. Choose where you want to save the file and click Save.
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