9 Replies Latest reply on Aug 11, 2016 1:18 PM by kettan

    View Data

    Martin Stark

      Hi tableau experts in the world,

       

      can I use the "View data" option as a database, that can be used directly in the report as a new datasource without first export this as csv.

      When i mark data, I want to use this directly for further analysis in tableau, but don't want to export this firts. Is there a way to paste or save it directly in my current report.

       

      Thanks

      Martin

        • 1. Re: View Data
          Tom W

          When you use the "View Data" option, you are viewing data for an existing connection. Why don't you just reuse that same connection in a new workbook?

          • 2. Re: View Data
            Martin Stark

            Thanks Tom,

             

            my goal is just to use the extract of data within my analysis I get with filtering marking and so on. With filtering, marking etc I create a new subset of data within a report, that can be the basis for a further analysis. Instead of export this subset and load it again, I want to keep it in my current analysis/workbook, so that other users can use this and work on this further.

            • 3. Re: View Data
              Tom W

              Unfortunately there's no way to transfer this subset into a new source which is available for new workbooks. At least not a built in method I can think of anyway.

              Perhaps it would make sense to apply your filters as Data Source filters within Tableau and publish / save that connection for further use?

              • 4. Re: View Data
                kettan

                can I use the "View data" option as a database, that can be used directly in the report as a new datasource without first export this as csv.

                Yes, if we are talking about very small data, we can just select all, copy, and paste:

                View, copy, paste data.gif

                 

                When i mark data, I want to use this directly for further analysis in tableau, but don't want to export this firts. Is there a way to paste or save it directly in my current report.

                I think you will need to save your workbook as twbx and assume that is what you do.

                 

                 

                -oOo-

                 

                IDEAS

                 

                You can influence Tableau to improve and expand their analytical data flow options by posting, up-voting and commenting ideas such as:

                 

                255   Use table worksheet as a datasource

                  25   Set multiple filters in one step

                  19   Extract children

                  15   More complete and configurable bookmarks for interactive presentations

                  14   Ability to capture and compare scenarios

                • 5. Re: View Data
                  Martin Stark

                  that's fine! And what I'm looking for the moment.

                  • 6. Re: View Data
                    kettan

                    Great! Glad to hear 

                     

                    Ps. I like your question very much. Tableau's analytic (data) flow features have room for improvements in this regard. Questions like yours are evidence of this!

                    • 7. Re: View Data
                      Tom W

                      Sorry I overthought the requirement gentlemen! I assumed you needed something more reusable and shareable than this.

                      I use the copy / paste dataset feature into Tableau all the time. I wish more people knew about it!

                      • 8. Re: View Data
                        Martin Stark

                        kettan,

                         

                        there are some co-analysts they will work further with this subsets of data. I guess in enterprise companies you will more often have this requests to work on further with an outcome or selection you find in your report.

                        • 9. Re: View Data
                          kettan

                          I use the copy / paste dataset feature into Tableau all the time.

                          I too    Do you also use it in ways Martin described? I haven't.

                           

                          My impression is that statisticians with background in statistical tools like SAS and R prefer to analyse data in steps, both upwards (build data sets upon other data sets) and sideways (compare data sets). I have no experience in SAS and R though, but think SQLish about data.