2 of 2 people found this helpful
I don't know a way to do exactly what you're asking (which most certainly does not mean that it can't be done!) but the way I've addressed an almost identical request is by making the "button" take you to a second dashboard which has a table with all the necessary underlying data. This isn't all the data by any means but a specific subset and all the fields they're likely to be interested in. It is also filtered based on any selections they make on the main dashboard. But you could just as easily make it contain all the data if you wished. At the top of that dashboard I then have instructions for how they can download it to Excel using Worksheet, Export, Crosstab to Excel.
To do this, I first created a calculated field that just contains text "Click for Prospect List".
Then created a worksheet which simply contains that field, the mark is set to "shape" and I've selected a shape that looks a little like a list of data but you could use anything you liked.
I've positioned that worksheet towards the top right of my dashboard (I've cut out a small portion of the dashboard to share for confidentiality reasons - the "button"/worksheet is the orange bit of the picture).
That worksheet then has an action filter on it that takes you to the second dashboard which contains another worksheet with a table of all the data and instructions at the top on how to export it.
So the button doesn't directly download the data but it allows you to summarise it or filter it as necessary, keeping only necessary columns and then talks the user through how to download that data from there.
I realise this may not work in your case but thought it was worth sharing in case it helps in some way.
3 of 3 people found this helpful
You can add new buttons to your dashboard, portal or actually do anything with your data. New vizualization types, paginated tables, modal windows, everything. Good resource from yesterday: Think Data Thursday - Vizception: D3.JS and Tableau integration - YouTube
1 of 1 people found this helpful
Solutions that folks above have given are hands down the coolest and best ones, if you have the horsepower to implement.
If you want a quick and dirty way, Andy Kriebel has posted one below to a problem like yours. However, its going to be a pseudo button though. Button like image, that you can click, to export to csv.
- Create a worksheet that you want to export.
- Remove all of the formatting to make it look invisible.
- Be sure to give it a name that makes it first alphabetically on the dashboard.
- Place the worksheet on the dashboard, float it, make it fit the entire view, make it really small, move it somewhere inconspicuous.
- Add an image onto the dashboard, float it and add a URL to it that is the URL for the dashboard with .csv on the end.
What actually should the URL be like.?
I also added the URL like Tableau Server/views/Quality - Copy/Dashboard.csv
But still when I publish the workbook to server and then open this workbook and click on the excel image I get blank page. is there some name or something which I am giving?
URL you have provided looks fine. It is just a matter of appending .CSV to the end.
I tried it on my server, it downloads the csv file fine. Clicking on image would open a new tab, and should pop up asking if you'd like to open or save the file. Works well with Chrome as well.
So, I am guessing it is likely to do with
1) Your browser security setting, which might forbid downloading certain files.
2) It might be to do with your Tableau server security setting. Can you reach out to your tableau admin, and ask them if csv file types are whitelisted? Your best bet is to whitelist file types following the steps given in the below link(s).
I would suggest trying out step 2, if your browser settings are rigid and cannot be changed, unless you go thru IT, even then changing security for all possible client browsers as network wide policy, and if it is something really warranted for this one use case. Just try step 2.
After whitelisting, remember to restart the server and try the workbook again.
Did you try "whitelisting" csv on server?. Did you reach out to Admin?
If my answer was helpful, could you please mark it as "Answered"?
I tried going to the path:
C:\Program Files\Tableau\Tableau 9.3\bin
But according to the steps I do not have Tableau server folder here, also I contacted Tableau admin but did not receive any reply from them. Although your approach is really helpful for many scenarios.
I do have question, here when I am facing so many issues while downloading the excel file. It might be some setting or security issues with the browser. In case am successful in resolving this issue. But will the user face the same downloading issue due to browser setting in their systems. I guess they will right?
This path is only in your Server, not in your Client machine. You have to RDP into your server and navigate to bin folder. Best option is to request your admin to have this do for you, also provide them the link to your csv and test out if it works on their PC. Because this might take a few tries (of whitelisting -> server restart -> Trying the csv download).
User would not face issues, as long as they have same security configuration as your PC. Best to test it out before rolling out.