4 Replies Latest reply on Oct 7, 2015 12:49 PM by Simon Runc

    Does anyone know how to export Dashboard or Worksheets to Excel?

    Regina Zhao

      Hi all,

            

            Is there any possible to export the tableau dashboard into Excel with interactivity retained and visualization? My clients want to manipulate the Dashboard, like they would if using Tableau Reader, in the Excel sheet. And they want to export the data of the Dashboard into an Excel sheet and make their own Excel chart. Thanks a lot.



        • 1. Re: Does anyone know how to export Dashboard or Worksheets to Excel?
          Simon Runc

          hi Regina,

           

          Is there any possible to export the tableau dashboard into Excel with interactivity retained and visualization? My clients want to manipulate the Dashboard, like they would if using Tableau Reader, in the Excel sheet.

          in a word, No! the interactivity and visualisation is what Tableau does. As you 'click' on a dashboard, create a visual...etc. Tableau is sending 'queries', which it can interpret, on how you want the visualisation 'rendered'. This is what Tableau is, so if Excel could do it we wouldn't need Tableau!! You can take a .pdf or .jpeg of a dashboard and copy it into Excel, but this is just a static image. If they want to manipulate it as they would with reader, I'd say to them 'use the reader'!

           

          In terms of exporting data...Yes, You can for a worksheet. You can find the option in the 'Worksheet' menu, where you'll find Export -> crosstab to Excel (or the copy has a Copy Crosstab, which you can then paste into Excel - this is often quicker for larger exports as it don't take any formatting with it). It will create a cross-tab of the measures/dimensions currently in the view. You can't with a dashboard as this can/is made up of multiple worksheets, so Tableau wouldn't know which one to export. What we tend to do if a Clients want's an export (and can't be talked out of it!), is to agree with them the data (and level of data) they'd want, and how they want it laid out. We then create a specialised worksheet for exactly this purpose.

           

          Hope this helps.

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          • 2. Re: Does anyone know how to export Dashboard or Worksheets to Excel?
            Regina Zhao

            Thanks for the very helpful information, Simon


            I know how to do crosstab to Excel and export dashboard as .pdf.  However, it just looks like the raw table in Excel. And as a pic it's not able to drill down.  I've read the articles about using Liveweb. It can be done with tabcmd on the Server?

            • 3. Re: Does anyone know how to export Dashboard or Worksheets to Excel?
              Gerardo Varela

              If you are using Tableau Server you can embed the webpage in excel (with some VBA).  I wouldn't know why you wouldn't just use the Tableau server itself or as Simon suggested use Tableau Reader. I think what you are ultimately looking for is mixing the two?  Excel functions on the viz data or the other way around which might be plausible but it won't be easy.  I would suggest not opening that can of worms and stick to what Tableau does best, vizzes.


              Regards,

              Gerardo

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              • 4. Re: Does anyone know how to export Dashboard or Worksheets to Excel?
                Simon Runc

                Thanks Gerardo...exactly what he said!!

                 

                I didn't realize you were talking about server, in which case as the server is doing the querying/interpreting/rendering you can put your Tableau content pretty much anywhere you can embed an iFrame!! I guess with a Live connection to excel, functions performed in Excel which affect the data could give you that effect, but it would be a lot of work and it's certainly not a direction I'd recommend. They are 2 very different tools, serving 2 different purposes....You can't send the tax man a bar-chart, anymore than I'd want to plot an area map in Excel... Excel Map Hack | John Nelson | LinkedIn

                 

                You may also find interesting a discussion we had a while back on our experiences moving Clients away from Excel/Tabular-Text reporting for Analytics (btw I'd define reporting and analytics as 2 different things), and data-visualisation...with some great insights.

                Cross Tab Reporting vs Visual Analytics

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