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Can you make a viz to do what you want? If so, publish that sheet -- just that sheet. When you open that sheet in Server, you get a URL for it. Save that URL. It will look something like this:
https://(your server here)/#/views/ScoreCardExcel/DonationAmountExcel?:iid=1
Chop off the end of the line from the question mark to the end. Replace that with ".CSV " so it looks like this:
https://(your server here)/#/views/ScoreCardExcel/DonationAmountExcel.CSV
Then create a little icon-looking sheet and put that on your user's dashboard. Create a hyperlink action when the user clicks that icon. Have it open the URL with .CSV added to it. Tableau will open that sheet directly into excel.
That's the high-level description of the method I've used to control what gets dumped into an excel file. I don't know of another way.
But there is more to it. You want the user's "moused" selections to get passed along as well. Not sure if that'll work. When I do the hyperlink excel download, I pass the filter and parameter settings needed to recreate the data selection the user currently has. I build the URL string in a calc field, and just use the calc field as the URL string on the hyperlink action. Here is an example string I build:
"&Period%20to%20View="+[Period to View]+
"&Fiscal%20Month="+str([Fiscal Month]) +
"&Retention%20Category="+[Retention Category] +
Thanks for the time and information
Interesting idea, I was unaware of the '.csv' URL Solution...
Not sure that is going to work for my user community, as I think it would required an excessive amount of icons to accommodate the export combination possibilities...
I'll tuck this one away for future projects as I was unaware the above could be done...
Well the bottom line on your initial question is that we have no control over the way Tableau chooses to format the "View Data" function.