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Exporting in Excel File Format


Published: 07 Aug 2013
Last Modified Date: 08 Nov 2018

Question

How to export a crosstab from Tableau Server to .xls or .xlsx.

Environment

  • Tableau Server

Answer

Tableau Server 9.2 and newer versions: 

  1. Open the view on Tableau Server, and then select Download > Crosstab.
  2. Open the resulting .csv file in Microsoft Excel.
  3. In Excel, save the file with a .xls or .xlsx file extension.

Tableau Server 9.1 and earlier versions: 

  1. Open the view on Tableau Server, and then select Export > Crosstab.
  2. Open the resulting .csv file in Microsoft Excel.
  3. In Excel, save the file with a .xls or .xlsx file extension.

Additional Information

The dashboard extensions feature, which increase dashboard functionality with custom objects created by third-party developers, was introduced in Tableau 2018.2. One such dashboard extension is Export All by The Information Lab, which allows dashboard creators to place a button onto a dashboard, choose which sheets and columns are exported, and enable end users to download an Excel workbook containing the data from the dashboard.
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