Learn How Tableau Export Data to Excel and CSV Files

1. Objective

In this Tableau tutorial, we are going to study about what is Tableau export and how tableau export data to excel file. Moreover, we will also see how export data from tableau to CSV files.
So, let’s start with Tableau Export Data to Excel and CSV Files.

Tableau Export

Tableau Export Data to Excel and CSV Files

2. Tableau Export

Exporting from the tableau is one approach to send out your work from Tableau to another application is to trade the information. You can send out the information in the Tableau information source, which can contain a greater part of the records from your unique information. On the other hand, you can trade the part of the information, used to produce.
Let’s Revise Tableau File Types With Their Extensions

3. Tableau Export Data to .csv file

Because the .csv format is one of the foremost straightforward structured formats for knowledge. It’s supported by a large variety of tools, databases, and programming languages. Exportation your knowledge/data within the Tableau knowledge supply victimization this format creates associate in nursing freelance knowledge set and might be a convenient and versatile thanks for sharing your knowledge with others.
There square measure 2 primary ways in which you’ll export your knowledge within the knowledge supply to a .csv go into Tableau: from the information supply page and from the read.

a. Tableau Export From the information supply page

On the information supply page, choose knowledge > Export knowledge to CSV to export all {the knowledge the info the information} in your data supply to .csv file.
Read about Tableau Data Sources – Connecting Data to Tableau

b. Tableau Export From the view

On the sheet tab, drag a field to the Columns or Rows shelf, click the read knowledge icon within the knowledge pane, and click on the

c. Tableau Export All button

Tableau Extract

Tableau Export Data to .csv file

4. Tableau Export Data to Excel & Other File Types

Another way to export all of your knowledge or a set of your knowledge within the knowledge supply is to make associate in nursing extract (.hyper) file. Associate in nursing extract functions as an associate in nursing freelance knowledge set, that you’ll use to attach directly from Tableau. For a lot of info, see extract your knowledge.

a. Tableau Export the information supply

After you connect with your knowledge, you’ll export and save your knowledge supply as a Tableau knowledge supply (.tds) file. Saving {the knowledge the info the information} supply creates a route to your remote knowledge and permits you to avoid having to make a replacement association to a selected data set on every occasion. For a lot of info, see save knowledge sources.
Do You Know How to do Data Extraction in Tableau

b. Tableau Export Data/knowledge employed in the reading

After you produce a read, you’ll conjointly export simply the information wont to generate that read.
The fields that square measure exported return from the fields on the shelves of the sheet. However, fields that perform as external filters, in different words, the fields that seem solely on the Filters shelf, don’t seem to be enclosed within the export. If you would like to incorporate different fields with the exported knowledge while not dynamic the baseline read, you’ll place those fields on the Detail shelf.
The various strategies for exportation the information wont to generate the read are listed below.

  • Tableau Export knowledge within the read to Microsoft Access or .csv
  • Export crosstab of knowledge within the read to surpass
  • Copy knowledge within the read to the writing board
  • Copy crosstab of knowledge within the read to the writing board

c. Export knowledge within the read to Microsoft Access or .csv

Export the information that’s wont to generate the see Associate in Nursing Access info (Windows only) or .csv file (Mac only).

  1. In Tableau Desktop, choose Worksheet > Export > knowledge.
  2. Select a location and sort a reputation for your Access info or .csv file.
  3. Click Save.

Let’s Explore Tableau Data Blending – Types of Data Blending in Tableau
If you are on Windows, the Export knowledge to Access window displays to relinquish you the choice to instantly use the new Access info and continue operating in Access while not interrupting your workflow.

Tableau Extract

Tableau Export Data to Excel file

Export crosstab of knowledge/Data within the read to Excel
You can export on to Excel the information wont to generate the read formatted as a crosstab. once you export you see a crosstab, Tableau mechanically opens the surpass/excel application and pastes a crosstab version of the present read into a replacement surpass book.
Although this selection provides an on the spot methodology for exportation your knowledge to a different application, performance of the export is affected as a result of it’s at the same time repeating and info the information. If the read you’re exportation contains lots of knowledge, a window opens asking whether or not you would like to export the info. during this case, if you decide on to exclude the info from the export, performance of the export would possibly improve.
Let’s Discuss about Joining Data in Tableau – Inner Join
i. Create a read.

Tableau Extract

Tableau Export Data to Excel file

ii. Select Worksheet > Export > Crosstab to surpass/Excel.

d. Copy data to a clipboard

Copy the information wont to generate the read in order that you’ll paste it into another application.
i. Create a read.

Tableau Extract

Tableau Export Data to Excel file

ii. Select Worksheet > Copy > knowledge/data.
iii. Open another application, like Word, and paste the information into the document.
Let’s Deal With Data Quality Problems in Tableau
In this example, the fields placed on the Columns, Rows, and Color shelves square measure derived from the document. However, the client phase field isn’t derived as a result of its Associate in Nursing external filter as a result of it seems solely on the Filters shelf.

CategoryCustomer NameSales
FurnitureAaron Bergman$ 391
FurnitureAdam Shillingsburg$ 2,077
FurnitureAdrian Barton$ 1,280
FurnitureAimee Bixby$ 16
Office SuppliesAaron Bergman$ 274
Office SuppliesAdam Shillingsburg$ 1,058

This was all about Tableau Export Tutorial. Hope you like our explanation of exporting of data from Excel and CSV files to Tableau.

5. Conclusion

Hence, in this Tableau Export tutorial, we studied about the exporting of data from Excel and CSV files to Tableau, a step-wise procedure with appropriate illustrations. Furthermore, if you have any query, feel free to ask in a comment section.

Related Topic- Tableau Reporting 

For reference

1 Response

  1. Jagadeesh says:

    How to export data from dashboard?

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