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Exporting in Excel File Format


Published: 07 Aug 2013
Last Modified Date: 30 Dec 2019

Question

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

Environment

Tableau Server

Answer

  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.
To view the above steps in action, see the video below.
Note: the video has no sound. To view the video in higher quality, click the YouTube icon below to watch it on YouTube directly.

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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