How To Download Excel Data From Tableau

To view the above steps in action see the video below.

How to download excel data from tableau. Export data in the view to microsoft access or csv. On excel in the data pane you can use the text to columns to restore the format. Sometimes you find data in a view that you want to slice and dice using excel. A request was made for a project i m working on to allow the user interactor to export the data on the dashboard into an excel file from a dashboard that resides on tableau server. Hello to my knowledge it has always been csv files.

Copy crosstab of data in the view to clipboard. How to export a crosstab from tableau server to xls or xlsx. Export crosstab of data in the view to excel. Copy data in the view to clipboard. You can export your entire data source or a subset from the data source page or from the data pane within a view.

To link to views in other formats rather than download them instead see link to a png pdf or csv of a view or if you re using tableau desktop see export views and export data. Exporting data from a dashboard on tableau server or public. The export options are to a csv file or as an extract hyper file or as a tableau data source tds file. In tableau desktop select worksheet export data. At the top of a view in tableau online or tableau server click download or click the download button wherever it appears on the page.

Click download and you will see several options. If the data option is grayed out the workbook may not allow underlying data to be downloaded. From tableau desktop there are several built in options explained in tableau s help documentation here. Open the resulting csv file in microsoft excel. Yes we can create a one click data download option in tableau.

The data behind graphs can take more effort. In excel save the file with a xls or xlsx file extension. Export the data that is used to generate the view as an access database windows only or csv file mac only. If you want to directly download the data click on the crosstab option and you. Now tableau knows you want to download all the data from the table within the active filters and not just that one cell.