System Instructions
Introduction
Tableau allows users to configure data and save it locally. Additionally, users can download reports and share them internally, and under certain circumstances, externally.
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
The Download option is located on the Tool Bar which is either displayed at the top or bottom of the screen.
Then, select the file format for the data export.
Additional instructions for specific file format types:
File Format Type | Output | Additional Steps |
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Image | Png. image file of the selected visualization. | N/A |
Data | Underlying data in the Tableau workbook as a CSV file. |
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Crosstab | Allows for the export of a particular Tableau visual to an Excel or CSV file. |
Selecting Excel format can result in merged cells in Excel, which can pose challenges for data analysts. |
Visual(s) will be opened in a PDF file. |
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PowerPoint | Visual(s) will be opened in a PowerPoint file. Each visual selected will have a separate slide. |
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Tableau Workbook | Entire Tableau Workbook will be downloaded. |
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