Perhaps the below method for dynamically filtering a view/csv by dimension(s) which might work - listed below:ġ. Except it's ugly!Įnjoyed reading through this blog concerning converting a viz to csv file (over three years of comments!!) A number of comments noted they wanted the csv to be dynamically filtered on the dashboard – manually completed adding the suffix: ?&dim1=wantedvalue at the end of the URL. Oh my gosh - it almost looks like workflow. The circle will disappear when this is false and reappear when it is true. Get around this by adding a Boolean filter that the user can checkmark with a title such as "Fetch Details for export". The user will have to click in the circle to "Highlight" it and then do the export.įor more fun: Since you are embedding a live worksheet on your dashboard it will take extra time to process. Go to your dashboard and drag the worksheet on whereever you want.ħ. Put an instruction Title on such as: "To Export Details, Click on the circle below and then click on Export (icon above) and choose Crosstab".Ħ. Make the Shape bigger and squish the screen down to show just a few.ĥ. Choose Mark Type "Shape" and select one you like - I chose a circle.Ĥ. Ensure filters are global or applied to this worksheet from your "driver" worksheet.ģ. Create a worksheet with the data you want on Details. I think this approach may provide adequate speed although it is sinfully ugly.Īssume you already have a dashboard with some filters (multi-select) etc. So the last thing we want is to tax the vizSQL engine with rendering all that data. In my case we were trying to do this with a 300,000 row download. Since this only covers a small number of use cases, we must get the user to click an embedded worksheet on a dashboard and then use the Tableau standard export. Using any kind of URL will only work if you have single params to pick from (or max/min dates to pass). Opening the workbook will not work since it assumes you are starting a brand new session and so only your default (published) filters and params are available. The ONLY way to get what we want is to have the user click the standard Export - CrossTab built into Tableau server. I had to name it with a capital A so that it would be the first sheet alphabetically on the dashboard. I changed the height to 1 and made everything white and transparent and chose Fit Entire View so that it would be inconspicuous.
What I did was float a sheet named AExport onto the dashboard.Special thanks to the one and only Tableau Jedi Mark Rueter for this tip! But note that Tableau orders upper case before lower case. Yes, it’s that simple! And it’s totally undocumented. csv to the end of a Tableau URL, Tableau will export the first sheet on the dashboard alphabetically. Add the image icon on the dashboard and place it wherever you like.But I didn’t export the line chart at all. Go ahead, try it!ĭid you try it? If you did, and you opened the CSV, you may have noticed this looks remarkably like the data that you would hope to get if you exported the data for the line chart. All the user has to do is click on that icon and they get a nice CSV. I’ve floated it to the upper right and made it small. Please note that there may not be a popup window or other indication that the new sheet has been created.On this dashboard, notice how I added an Image object (I used an Excel icon) on the dashboard. An Excel sheet will open with the selected data automatically.Click on Worksheet in the menu, hover over Export, then clock on Crosstab to Excel.A gray border will show once it is selected. Click on the table you want to export.In Tableau Reader, filter the table to show the data you want in your export.To export a table to an Excel spreadsheet: Please note that saving long or wide charts will create long or wide images. In the Export Image window, select your preferred image options and click Save.Click on Worksheet in the menu, hover over Export, then click Image.In Tableau Reader, click on the chart or table you want to export.To export a single chart or table as an image:
#TABULAR REPORT IN TABLEAU HOW TO#
How to Export Charts and Tables as Images In the Tableau Reader meanu, click on Dashboard.To export all text, charts, and tables in the view together as an image:
Follow the instructions below to export dashboards, charts, or tables from Tableau. When reviewing research presented in Tableau Reader, there may be times where you want to export parts of the dashboard to use in other presentations.
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