KNOWLEDGE BASE

Create Crosstab Excel Output from Tableau with Dimensions on each row


Published: 21 Jan 2014
Last Modified Date: 15 Feb 2017

Question

How to create an Export Crosstab to Excel with each row containing every dimension name

Environment

  • Tableau Desktop
  • Excel

Answer

The following instructions can be reviewed in the workbook attached below.
  1. Add the desired dimensions to the Rows shelf.
  2. Go to Analysis > Create Calculated Field. Name the new calculated field "Index" and in the Formula field, enter Index().
  3. Place Index on the Rows shelf.
  4. Right-click on Index in the Rows shelf and select Discrete.
  5. Move Index to the left most position on the Rows shelf.
  6. Right-click on Index in the Rows shelf and select Edit Table Calculation... and edit the table calculation as showed below it is not already ordered correclty:
    • Under Compute using, select Specific Dimension.
    • Each dimension's order must be ticked and ordred from top to bottom like in the Rows from left to right. For example:
      • In the view, next to Index the dimensions follow as: Customer Segment, Region and Category from left to right.
      • In the table calculation, the dimensions should be ordered as: Customer Segment, Region and Category from top to bottom.
    • In "At the level", select Deepest.
    • For "Restart every", choose None.
    • Close the Table Calculation window.
  • Move Index to the left most position on the Rows shelf.
  • The view should now be partitioned by Index and an export of the crosstab to Excel will display each dimension for each row.
To turn off the headers for Index field, if this field is not desired in the output to Excel, right-click Index on the Rows shelf and clear the Show Headers selection. 
Did this article resolve the issue?