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System Instructions



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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.



Info

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

UI Steps
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UI Step

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


UI Step

Select "Download" in  in the upper right hand corner.

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UI Step

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.)

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UI Step

Select Worksheet - . If you have selected a visual in the first step, Tableau will default to having that sheet selected.


UI Step

Select "CSV" and open file in Excel. 

Warning

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


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Downloading Tableau Data

UI Steps
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UI Step

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

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UI Step

Then, select the file format for the data export.

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