Note: To link to views in other formats rather than download them, instead see Link to a PNG, PDF or CSV of a View.Or, if you're using Tableau Desktop, see Export Views and Export Data. At the top of a view in Tableau Online or Tableau Server, click Download.Or, click the download button wherever it appears on the page. Select a download format. In Tableau Desktop, changing the Fiscal Year Start month did not correctly update the view. 423823: On the Mac, exporting a large crosstab to Microsoft Excel sometimes produced a corrupt file.
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Tableau Download Crosstab To Excel
Users of UW-Madison’s institutional Tableau workbooks may be able to export data into Microsoft Excel. This KB article explains how to export a table as a crosstab and how to export underlying data into Excel.
Exporting Underlying Details
Exporting Data as a CrosstabExporting as a Crosstab allows you to export data from both tabular charts and visual graphs/maps into a CSV file in Microsoft Excel. Keep in mind that downloaded data may not stay in a print-friendly format.
- Set the filters appropriately because only filtered data is exported. It is important to check filters every time you export underlying data to ensure you are working from a complete list.
- Activate the chart by clicking on a cell or item within it. This tells Tableau which item you want to download when there are multiple items on the dashboard.
- At the top or bottom of your screen, select Download and then Crosstab.
(If you followed steps 1-3 but your Crosstab option is grayed out, the workbook may not allow Crosstab data to be downloaded. To discuss your options, you may contact the developer listed at the bottom of the dashboard.) - Select Download.
- Open the file. Depending on your browser, the download may appear at the bottom of your screen (in Google Chrome) or you may get a pop-up notification (in Firefox).
- Save as an Excel file. By default, the data is downloaded as a CSV file which does not support formatting changes, charts or pivot tables. Therefore, be sure to save as an Excel file so you don't lose any changes.
- In Excel, look through your data and make sure it contains all the information you need. Repeat steps as necessary.
- If you need to add data from another spreadsheet (such as when using multiple IDE workbooks), see this KB article on Excel vLookup: Combining 2 Spreadsheets.
- If you need to create a pivot table of your exported data, see this KB article on Pivot Tables: Transform Exported Data in Excel.
- a. Select the File tab at the top of Excel
- b. Select Save As
- c. Select a folder and remove .csv from the file name
- d. Below the file name, choose Excel Workbook (*.xlsx)
- e. Hit Save
- You will now have 2 copies: the original txt or csv file and the Excel file. Delete the csv file to ensure you make changes to the Excel file only.
Exporting Underlying Details
Users may need to export additional, underlying data from a tabular chart. Follow these instructions for exporting underlying details into Excel.
Users may need to export additional, underlying data from a tabular chart. Follow these instructions for exporting underlying details into Excel.
- Only filtered data is exported, so set the filters appropriately. It is important to check filters every time you export underlying data to ensure you are working from a complete list. Keep in mind the filters may be on the left or up top.
- Activate the table so that Tableau knows what item on the dashboard you want to export.
- At the top or bottom right corner of your screen, select Download then select Data. If the Data option is grayed out, the workbook may not allow underlying data to be downloaded. To discuss your options, you may contact the developer listed at the bottom of the dashboard.
- A preview of your underlying data will appear. At the top, go to the Full data tab. Keep in mind only the first 200 rows appear in this preview. Once you export, you will see all exported data.
- Click on
- Open the file. Depending on your browser, the download may appear at the bottom of your screen (in Google Chrome) or you may get a pop-up notification (in Firefox).
- Save as an Excel file. By default, the data is downloaded as a CSV file which does not support formatting changes, charts or pivot tables. Therefore, be sure to save as an Excel file so you don't lose any changes.
- a. Click once on any cell in the table. This tells Tableau to download data pertaining to just this cell.
- b. Click on that same cell again. This deselects the cell but keeps the table active. Now, Tableau knows you want to download all the data from the table (within the active filters) and not just that one cell.
- a. Select the File tab at the top of Excel
- b. Select Save As
- c. Select a folder and remove .csv from the file name
- d. Below the file name, choose Excel Workbook (*.xlsx)
- e. Hit Save
- You will now have 2 copies: the original .txt or .csv file and the Excel file. Delete the .csv file to ensure you make changes to the Excel file only.
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If you have questions about this Tableau document, please contact Melissa Chan, Office of Data Management and Analytics Services (ODMAS) at [email protected].Keywords: | Tableau Download Export Data Microsoft Excel Crosstab Pivot Table Workbook CSV TXT XLS text fileSuggest keywords | Doc ID: | 84941 |
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Owner: | Steven T. | Group: | Office of Data Management & Analytics Services KB |
Created: | 2018-08-16 21:43 CDT | Updated: | 2020-06-01 13:07 CDT |
Sites: | Office of Data Management & Analytics Services KB | ||
Feedback: | 810CommentSuggest a new document |
Data can be organized in various ways. To take advantage of Tableau Desktop, Tableau recommends that you connect to data that is formatted for analysis. Specifically, data that is:
- as granular as possible rather than aggregated (such as daily weather data rather than monthly averages)
- https://viewerusa.weebly.com/download-all-gmal-emails-to-mac.html. organized like a database table (rather than a column-oriented table such as a crosstab)
- stripped of extraneous information (anything that's not the data and its headers)
Error Sending Crosstab To Excel In Tableau
When data is structured for analysis, it's much easier to ask and answer questions. Tableau can aggregate raw data to the desired level, rather than being restricted by the aggregations already present in the data. Groups and hierarchies can be created as needed, and calculations can be performed in the flow of analysis.
Tableau Desktop has basic cleaning options and the Data Interpreter. Tableau Prep may be necessary for more complex formatting issues.
Safari for snow leopard 10.6.8. The following Tableau Desktop-specific sections highlight and provide suggestions for resolving some common formatting or issues that can make analyzing your data difficult.
Pivot data in crosstab format
When data is formatted as in crosstab format, the table is column oriented. In a column oriented table, the variables are stored as column headers. However, Tableau Desktop is optimized for row oriented data. In a row-oriented table, the variables are stored in the row values.
For example, suppose you have column-oriented table, which shows math, science, and history scores for grade school students.
Tableau Desktop is optimized to connect to row-oriented tables, where math, science, and history values are organized under a column called 'Subject' and the scores for each student are organized under a column called 'Score.' You can pivot the columns in the rows, by manually editing your Excel data. Alternatively, connect to your Excel data from Desktop and then use the pivot option. For more information about the pivot option, see Pivot Data from Columns to Rows.
Remove pre-aggregated data
Data can often come pre-aggregated. That is, data can contain sums, averages, medians, etc. A common of example of pre-aggregated data comes in the form of subtotals and grand totals. Subtotals and grand totals data are computed from the raw data, but is not part of raw data itself.
For example, suppose you have a table that contains a row of subtotals information.
In this case, pre-aggregated data needs to be removed. To use subtotals and grand totals in your analysis, manually remove this type of information from your table. Then, connect to you Excel data from Desktop and calculate subtotals and totals using the totals option. For more information, see Show Totals in a Visualization. Alternatively, connect to your Excel data from Desktop, turn on Data Interpreter, and then use the totals option. For more information, see Clean Data from Excel, CSV, PDF, and Google Sheets with Data Interpreter.
Remove or exclude introductory text
Excel data that is delivered as a report can contain titles or blocks of introductory text. Because Desktop expects either column headers or row values in the first row of a table, this information can cause problems during your analysis.
For example, suppose you have a table that contains a report title and date.
In this case, the title and date information needs to be removed. To use a title and date for a report, do one of the following:
- Manually remove this information from your Excel data. Then connect to your Excel data from Desktop and add a report title using the title option. For more information, see Format Titles, Captions, Tooltips, and Legends.
- Connect to your Excel data from Desktop, turn on Data Interpreter, and then use the title option. For more information, see Clean Data from Excel, CSV, PDF, and Google Sheets with Data Interpreter.
- If you cannot remove this information from your Excel data, create a named range and connect to the named range from Desktop. For more information, see Excel.
Flatten hierarchical headers to a single row
In general, Tableau Desktop expects only the first row in your Excel data to contain column headers. Data that contains multiple layers of column headers can cause problems during your analysis.
For example, suppose you have a table that contains one major header and multiple sub-headers.
In this case, the hierarchy of headers must be flattened or removed. To do this, you can manually create a new column for each header in the hierarchy directly in your Excel data. Alternatively, connect to your Excel data from Tableau Desktop and then turn on Data Interpreter. Verify that your headers are flattened correctly. For more information about Data Interpreter, see Clean Data from Excel, CSV, PDF, and Google Sheets with Data Interpreter.
Tableau Download Crosstab
Make sure there are no blank cells
Tableau Download As Excel
If you create new columns for your hierarchical headers, make sure that each cell in the new columns contains values.
While you might repeat the same value for each row, it's important that each row contains the data that associates it with the data that was stored in the hierarchical header. You must manually remove blank cells from your Excel data.
Remove blank rows
Make sure that there are no blank rows in your data. To fix blank rows, you must remove the blank rows from your Excel data.
Add missing headers
Tableau Download Crosstab
Make sure that there are no missing column headers. To fix missing headers, you must manually add the missing headers directly to your Excel data.