4 Replies Latest reply on Feb 19, 2018 9:51 AM by Joe Oppelt

    Export Dashboard to Excel

    Kary K

      Hello All,

       

      I have 3 worksheets in my dashboard. Is there a way to download this dashboard with 3 worksheets to a single excel file?

       

      I came across a few threads here in the community which say that it is not possible and all these threads are dated back in 2015.

       

      So, just wondering if anybody found a workaround for this or if there is any new feature helping this scenario.

       

      Thanks,

      Kary.

        • 1. Re: Export Dashboard to Excel
          Chris McClellan

          No, the download is on a "per sheet" basis, but why you do want to download into Excel ?    

          2 of 2 people found this helpful
          • 2. Re: Export Dashboard to Excel
            Kary K

            Thanks for the response Chris.

             

            I have 3 sheets with various metrics for various hours across all days and the user wants to see all this data in a single dashboard, all at a time(not in tabs).

             

            The user usually downloads the sheet as an excel sheet(cross Tab) and he wants all the data together in a single excel sheet.

             

            Thanks,

            Kary

            • 3. Re: Export Dashboard to Excel
              Joe Oppelt

              Kary -- I have to do this for some users.  Tableau isn't designed to be an excel generator, but you can force things to happen.

               

              I create a crosstab sheet that contains all the stuff the user wants.  (You can even have it use the filters and parameters from the user dashboard.)

               

              Publish that one sheet to Server.  When you display it in Server, you can see the server-generated URL for that published sheet.  Save that URL.

               

              Then on the user dashboard, create a little sheet that looks like a button.  The user can click that sheet and it can do a hyperlink action to the published sheet.  If you tack ".CSV" to the end of the URL, Tableau Server and Microsoft Office work together to create that sheet as a CSV file.

               

              There are several threads on this forum that do in-depth discussions of this method.


              The cool think about this technique is that you don't get all your interim calcs and other stuff from the sheet that tableau shoves into the auto-generated csv that gets created by out-of-the-box tableau download functionality.

              • 4. Re: Export Dashboard to Excel
                Joe Oppelt

                I just did google for "Tableau export hyperlink CSV" and there are a ton of hits -- and many of them point to discussion threads in this forum.

                 

                Underlying Data - no control whatsoever

                 

                The Greatest Tableau Tip EVER: Exporting CSV made simple!

                 

                How to Export filtered view from a tableau dashboard