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Tableau: Downloading Tableau Data

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Info
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Tableau allows users to configure data and save it locally. 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.

UI Steps
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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.

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UI Step

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

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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 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.
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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. If you have selected a visual, Tableau will default to having that sheet selected in the next step.
  2. Select the sheet you wish to download.
  3. Select CSV. 
  4. Select Download.
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Selecting Excel format can result in merged cells in Excel, which can pose challenges for data analysts.

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.
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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.
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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.
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Overview

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Downloading Data from Tableau Reports

Every report can be downloaded in a number of ways.  The “tool bar” will either display at the top or the bottom of the screen, look for the download icon:

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When you click on the download icon you will get the following choices:

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PDF allows you to print the report as a PDF.  This option allows you to select multiple views (tabs) and consolidate in one report. 

Crosstab downloads the data as displayed in the report into excel.  This is for one view at a time.

Data downloads the data that was used to create the tab into excel.  Generally, the data download option includes more information than the crosstab report. 

Image downloads a picture of the view.  This is not recommended.

Helpful hints, some tabs have multiple worksheets on the same tab—Example in the NEIS Periodic Procurement Report the Section 1 summary includes two worksheets, one is the summary table and the other is calculation of the competitive percentage.  When working in a view like this, Tableau will download the data that pertains to the worksheet that your cursor is in.  So, if you want to download the table itself, your cursor would have to be active in the table.

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