Tableau Macro Save Data Source as Csv and Upload

Tableau users often come across scenarios where they need to export data from Tableau into Excel.

Tableau allows users to choose between exporting the filtered data underlying a visualization or the whole dataset from a data source. Tableau also provides the flexibility to export the data to Excel in multiple formats.

In this web log post, we'll embrace 5 quick ways to export information from a Tableau view onto Excel.

Exporting the data underlying your Visual

A Visual can be exported to Excel in the post-obit ways:

• Crosstab
• Data
• Image

If you take several visuals on your dashboard, get-go select the visual you would like to export, and then follow ane of the options beneath.

ane. Export the visualization as a Crosstab

At that place are two methods to export as a crosstab:

a. Use the Menu Option Worksheet , Export and Crosstab to Excel.

If there is a meaning amount of data to consign this can take a long time to export as Tableau applies formatting to this exported information.

You may be prompted with a warning message and be given the choice to export without formatting. This can reduce the amount of time it takes to consign.

b. Alternatively use the Menu Option Worksheet , Copy and Crosstab. Then open Excel and paste the crosstab.

This 2d method is a much faster way to export crosstab data to Excel. Nonetheless, numbers are converted to text fields so these volition need to be converted back to numeric values before further analysis can be undertaken in Excel.

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In improver, if y'all export numeric fields, the formatting practical in the visual is practical in your pasted data.  For case, if decimal places are non visible in the visual then the numeric figures will be rounded to zero decimal places in your pasted excel copy of the data.

2. Export the visualization as information

a. Utilise the Menu Choice Worksheet , Copy and Data. And so open Excel and paste the data.

When you consign data or a crosstab from Tableau to Excel, only the filtered data within the visual is exported (i.due east. simply the data included in the Columns, Rows and Colors shelves will be included in the data or crosstab).  Any filters on the filters shelf will need to be added to the Tooltips on the Marks Bill of fare for the data relevant to the filter to exist visible in the data or crosstab.

b. You lot tin can also export the filtered data past correct clicking on the visual and selecting View Data .  The summary view volition incorporate the aforementioned data as that accessed using WorksheetCopy and Data.

Within this data pane you can use the Full Data tab selection on the bottom to get the total view of the information underlying the visual.  In order to select this total version of the data, click just to the left of the top header.  The selected information will exist highlighted in blueish.

Use the copy button to copy to the clipboard and then paste in Excel.

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iii. Consign the visualization as an image

You may likewise desire to export an image from Tableau, and this tin be washed equally follows:

Use the Menu Choice Worksheet , Re-create and Image .  Select the layout to use to your image.  Y'all have the option of showing or hiding the Title, View, Caption and Fable.  There's as well an pick to have legends displayed to the right or bottom of the image.

And so open Excel and paste the epitome.

With this we have seen iii ways to export the underlying data to Excel from a Tableau visualization.

Now let's take a look at the two more means with which the whole dataset of a data source tin can be exported to Excel.

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Export the Information from the Underlying Data Source

An unfiltered view of the data can be extracted from the underlying data source either through the Dimensions pane or from the Information Source View.

4. Extract using the Dimensions pane

Select the View Information icon in the Dimensions pane.  A data pane will popup with the data underlying the data source.

You tin use this data pane to change the order of your columns by dragging and dropping the columns. You can besides change the number of rows displayed in the rows box at the tiptop.

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Once y'all have finalized your view, select all the rows by right-clicking on the top left of the header. The selected rows volition become highlighted in blue.  Use the re-create push button to copy to the clipboard then paste in Excel.

5. Extract using the Data Source pane

Navigate to the data source and select the View Data icon for the data source from which you lot desire to extract the data.

This will bring up the View Data pane.

Every bit in the previous example use the data pane to finalize the lodge of columns and number of rows you would similar to export.  Select the rows and use the copy button to copy to the clipboard. Then paste it in Excel.

Now that we've seen 5 ways to export data from Tableau view to Spreadsheets, you lot may as well look for means to export several visuals inside your report to Excel in one shot.

Let's too have a cursory expect at how to employ the Export All Extension for Tableau Server.

Export All Extension for Tableau Server

If you have several visuals inside your written report that need to be saved to Excel, Tableau Server has an extension that makes this procedure simpler.

Once you lot have installed the Tableau extension the export option is activated past placing a button on your dashboard.  This button will let y'all to select and consign multiple sheets with a single click into an Excel workbook.

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The extension can be found in the extensions gallery at the following link https://extensiongallery.tableau.com/products/25

Hopefully, this feature will soon be made available on the Tableau desktop equally well!

Try BI Connector free trial.

Use with Power BI, Qlik, Tableau Desktop edition.

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Source: https://www.biconnector.com/blog/5-quick-ways-to-export-data-from-tableau-view-onto-excel/

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