Versions Compared

Old Version 51

changes.mady.by.user Ryan J DeNardo [X]

Saved on

compared with

New Version 52

changes.mady.by.user Ryan J DeNardo [X]

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Panel
borderColor#c5005c
bgColor#f9e6ef
borderStylesolid

System Instructions



Panel
bgColor#f0f0f0
borderStylesolid

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
sizesmall


UI Step

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


UI Step

Select Download in the upper right hand corner.

Expand
titlescreenshot



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.)

Expand
titlescreenshot



UI Step

Select the worksheet you wish to visualize 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. 


Expand
titlescreenshot

Warning

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





Downloading Tableau Data

UI Steps
sizesmall


UI Step

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

Expand
titlescreenshot



UI Step

Then, select the file format for the data export.

Expand
titlescreenshot