KNOWLEDGE BASE

How to export filtered data to CSV by using the dashboard URL action


Published: 01 Mar 2023
Last Modified Date: 08 Jan 2024

Question

How to export data through a dashboard URL Action to a CSV/Excel file and filter the data.  The default is to export all the data.


 

Environment

  • Tableau Desktop
  • Tableau Server

Answer

To have the filters added to the URL action export, add the filters to the end of the URL, such as:

a. single filter
https://test.example.lan/#/views/ExportFilter-test/Data.csv?Plan=FILTERVALUES(Plan)
b. multiple filter
https://test.example.lan/#/views/ExportFilter-test/Data.csv?Plan=FILTERVALUES(Plan)&Status=FILTERVALUES(Status)

To support inclusion of this feature in a future Tableau release, please vote on the Community Idea found here.
 

Additional Information

Steps for creating the CSV export by using Dashboard URL action:
a. publish the workbook and find the URL of the published worksheet, for example:
https://test.example.lan/#/views/ExportFilter-test/Data?:iid=1
b. change the URL to:
https://test.example.lan/#/views/ExportFilter-test/Data.csv
c. in Tableau Desktop, edit the URL Action and add the updated URL to the target.
Did this article resolve the issue?