Versions Compared

Old Version 56

changes.mady.by.user Alicia N Mink [X]

Saved on

compared with

New Version Current

changes.mady.by.user Andy R. Andersen

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Aura - Title
color#0073a4
textAlignleft
fontSize28
lineHeight28
cloudTextDemo Title
tagh1
fontWeightbold
Tableau: Downloading Tableau Data

Aura - Divider
serializedStyles{"alignment":{"horizontal":"start"},"icon":{"name":"faPaperPlane","color":"#333","size":24},"text":{"color":"#333","fontSize":14,"textAlign":"left","fontWeight":"bold","text":"Aura Divider"},"border":{"top":false,"right":false,"bottom":true,"left":false,"color":"#0073a4","style":"solid","width":2},"size":{}}
typeregular

Info
iconfalse
Panel
borderColor#c5005c
bgColor#f9e6ef
borderStylesolid

System Instructions

Introduction
Panel
bgColor#f0f0f0
borderStylesolid

Tableau allows users to configure data and save it locally. Additionally, users can download reports and share them internally, and under certain circumstances, externally.

Info

This page outlines how to download data from Tableau in different formats. Some Tableau dashboards contain multiple tabs that represent each worksheet in the dashboard. Data is only downloaded from the active worksheet. This does not apply to Views which contain the same data elements but organized differently.

Downloading Tableau Data From a Particular Visual to Excel

Expand
titlelearn more...
UI Steps
sizesmall
UI Step

Select the Download option, located on the Tool Bar. The Tool Bar is displayed at either the top or bottom of the screen.

Expand
titlescreenshot

Image AddedClick into the Tableau visual that you would like to download into Excel.

UI Step

Select

Download in the upper right hand corner.

the file format for the data export. Refer to the additional instructions below for each specific file format. 

Expand
titlescreenshot
Image Removed

Image Added

ui-step

The additional instructions in the table below vary based on the option selected in the step

above.

File Format

Output

Additional Steps

Image

Png. image file of the selected visualization.

N/A

DataUnderlying
Select Crosstab to download data that matches the data visualization. (A selection of Data would get you all the underlying
data in the Tableau workbook
.)
as a CSV file.
  1. Select Full Data.
  2. Check off the Show all columns box.
  3. Click on Download all rows as a text file.
Expand
titlescreenshot

Image Removed

UI Step

Image Added

Crosstab Allows for the export of a particular Tableau visual to an Excel or CSV file.
  1. Click into the Tableau visual that you would like to download into Excel
Select Worksheet
  1. . If you have selected a visual
in the first step
  1. , Tableau will default to having that sheet selected in the next step.
ui-step
  1. Select the sheet you wish to download.
  2. Select CSV
and open the file in Excel
  1. . 
  2. Select Download.
Expand
titlescreenshot

Image Modified

Warning
iconfalse

Selecting Excel format can result in merged cells in Excel, which can pose challenges for data analysts

.
Downloading Tableau DataThen, select the file format for the data export

.

PDFVisual(s) will be opened in a PDF file.
  1. Select the view(s) you would like to export.
  2. Adjust the scaling, paper size, and orientation as necessary.
  3. Select Download.
Expand
title
learn more...The Download option is located on the Tool Bar which is either displayed at the top or bottom of the screen
screenshot

Image Added

PowerPointVisual(s) will be opened in a PowerPoint file. Each visual selected will have a separate slide.
  1. Select the view(s) you would like to export.
  2. Select Download
UI Steps
sizesmall
UI Step
  1. .
Expand
titlescreenshot

Image Added

Image Removed

UI Step
Tableau WorkbookEntire Tableau Workbook will be downloaded.
  1. Select the Tableau version you would like the workbook exported to. For most users, this will be the current version. Check for accuracy on this statement.
  2. Select Download.
Expand
titlescreenshot

Image Added

Image Removed

Tableau Home
HTML
<style type="text/css">
#title-text {display: none;}
</style>