Which Of The Following Can Be Used As The Data Source For A View?

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

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

In this blog post, we'll cover 5 quick ways to export data from a Tableau view onto Excel.

Exporting the data underlying your Visual

A Visual can exist exported to Excel in the following ways:

Crosstab
Data
Paradigm

If you have several visuals on your dashboard, showtime select the visual you would similar to consign, and then follow 1 of the options below.

ane. Export the visualization as a Crosstab

There are 2 methods to export as a crosstab:

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

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

Y'all may be prompted with a warning bulletin and be given the option to export without formatting. This tin 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 second method is a much faster way to export crosstab data to Excel. Even so, numbers are converted to text fields so these will need to be converted dorsum to numeric values before further assay can be undertaken in Excel.

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In addition, if y'all export numeric fields, the formatting practical in the visual is applied in your pasted information. For instance, if decimal places are not visible in the visual and then the numeric figures volition be rounded to zero decimal places in your pasted excel copy of the information.

2. Export the visualization every bit data

a. Utilize the Carte Selection Worksheet , Copy and Data. Then open up Excel and paste the data.

When you consign data or a crosstab from Tableau to Excel, only the filtered data inside the visual is exported (i.e. only the data included in the Columns, Rows and Colors shelves will be included in the data or crosstab). Any filters on the filters shelf volition need to be added to the Tooltips on the Marks Carte for the information relevant to the filter to be visible in the data or crosstab.

b. You can also export the filtered data by right clicking on the visual and selecting View Data . The summary view will contain the same data as that accessed using WorksheetCopy and Data.

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

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

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3. Export the visualization as an image

You may also want to export an image from Tableau, and this tin can be done as follows:

Use the Menu Option Worksheet , Copy and Epitome . Select the layout to utilise to your prototype. You have the option of showing or hiding the Championship, View, Caption and Legend. There'due south too an option to have legends displayed to the right or bottom of the prototype.

Then open Excel and paste the image.

With this nosotros have seen 3 ways to export the underlying information to Excel from a Tableau visualization.

At present let'due south have a wait at the 2 more than ways with which the whole dataset of a information source can exist exported to Excel.

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Export the Data from the Underlying Information Source

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

4. Extract using the Dimensions pane

Select the View Data icon in the Dimensions pane. A data pane volition popup with the data underlying the data source.

Y'all can utilize this information pane to change the order of your columns by dragging and dropping the columns. You can also alter the number of rows displayed in the rows box at the top.

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In one case you have finalized your view, select all the rows by right-clicking on the top left of the header. The selected rows will get highlighted in blue. Use the copy button to re-create to the clipboard and so paste in Excel.

5. Extract using the Information Source pane

Navigate to the data source and select the View Information icon for the data source from which y'all want to extract the information.

This will bring up the View Data pane.

As in the previous example use the information pane to finalize the lodge of columns and number of rows you lot would like to export. Select the rows and use the copy push to copy to the clipboard. So paste it in Excel.

At present that we've seen v ways to export information from Tableau view to Spreadsheets, you may as well look for ways to export several visuals within your report to Excel in one shot.

Let'southward besides have a brief look at how to employ the Export All Extension for Tableau Server.

Export All Extension for Tableau Server

If y'all accept several visuals inside your report that demand to exist saved to Excel, Tableau Server has an extension that makes this procedure simpler.

One time you have installed the Tableau extension the export option is activated by placing a push button on your dashboard. This button will allow you to select and export multiple sheets with a unmarried 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 as well!