Tableau Export To Excel: A Comprehensive Guide For 2023

Introduction

Tableau is a popular data visualization tool used by professionals in various industries. One of its key features is the ability to export data to different file formats, including Excel. In this article, we will explore the different ways to export data from Tableau to Excel and provide tips to make the process more efficient.

Sample #1: Exporting a Single Worksheet

To export a single worksheet from Tableau to Excel, follow these steps: 1. Open the worksheet you want to export. 2. Click on the “Worksheet” menu. 3. Select “Export”. 4. Choose “Excel” as the file format. 5. Select the location where you want to save the file. 6. Click “Export”.

Note:

You can also customize the export settings by selecting “Worksheet”> “Export As”> “Excel”> “Options”. This will allow you to choose the specific worksheet components you want to export, such as the data, labels, or formatting.

Sample #2: Exporting a Dashboard

Exporting a dashboard from Tableau to Excel is similar to exporting a single worksheet. Here’s how: 1. Open the dashboard you want to export. 2. Click on the “Dashboard” menu. 3. Select “Export”. 4. Choose “Excel” as the file format. 5. Select the location where you want to save the file. 6. Click “Export”.

Note:

If you have multiple worksheets in your dashboard, Tableau will export each worksheet as a separate tab in the Excel file.

Sample #3: Exporting Data from a View

To export data from a view in Tableau to Excel, follow these steps: 1. Open the view you want to export. 2. Click on the “Data” menu. 3. Select “Export”. 4. Choose “Excel” as the file format. 5. Select the location where you want to save the file. 6. Click “Export”.

Note:

You can also export data to other file formats, such as CSV or PDF, using the same process. Additionally, you can customize the export settings by selecting “Data”> “Export As”> “Excel”> “Options”. This will allow you to choose the specific data components you want to export, such as the rows, columns, or filters.

Tips for Exporting to Excel

Here are some tips to make the process of exporting data from Tableau to Excel more efficient: 1. Limit the amount of data you export to Excel. Exporting large datasets can slow down the export process and make the Excel file difficult to work with. 2. Use the “Options” menu to customize the export settings. This will allow you to choose only the data components you need and exclude unnecessary information. 3. Check the Excel file for errors after exporting. Sometimes, data formatting or calculations can be lost during the export process, so it’s important to double-check the file before using it.

Frequently Asked Questions (FAQ) about Tableau Export to Excel

1. Can I export data to Excel from Tableau Server?

Yes, you can export data to Excel from Tableau Server by clicking on the “Download” button in the toolbar and selecting “Excel” as the file format. Note that you must have the necessary permissions to download data from Tableau Server.

2. Can I export data to multiple Excel files at once?

No, Tableau can only export data to one Excel file at a time. If you need to export data to multiple files, you will need to repeat the export process for each file.

3. Can I schedule data exports to Excel?

Yes, you can schedule data exports to Excel using Tableau’s “Subscription” feature. This allows you to automate the export process and receive the Excel file via email or Tableau Server.

4. Can I export data to Excel with custom formatting?

Yes, you can export data to Excel with custom formatting by using the “Options” menu and selecting the specific formatting options you want to include in the export.

5. Can I export data from a Tableau workbook to multiple tabs in an Excel file?

Yes, you can export data from a Tableau workbook to multiple tabs in an Excel file by selecting the “Workbook” option in the “Export As” menu and then selecting the specific worksheets you want to include in the export.

6. Can I export data to Excel with calculated fields?

Yes, you can export data to Excel with calculated fields by using the “Options” menu and selecting the specific fields you want to include in the export.

7. Can I export data to Excel using Tableau Online?

Yes, you can export data to Excel using Tableau Online by following the same process as exporting data from Tableau Server.

Conclusion

Exporting data from Tableau to Excel is a useful feature that allows you to work with your data in a familiar format. By following the tips and using the custom export settings, you can make the process more efficient and ensure that your Excel files contain the necessary information.