VIDEO TRAINING SERIES: Post 10 of 10

Welcome to the tenth post in our Marquis Academy training series on Quick Tips for Tableau Server.

EXPORT TO PDF/JPG/CSV

In our last video, you learned about how to get the data you need delivered to your inbox, without having to visit Tableau Server. In this video, we’ll show you another way to get your data out of Tableau Server – by downloading it.

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To download your data, click on the download icon to reveal your output options. There are five options listed – Image, Data, Crosstab, PDF, and Tableau Workbook. If all of the options are greyed out and unable to be selected, this may indicate that you don’t have download permissions on this workbook. Contact your Tableau Server administrator to learn more.

Each of the five format options will download a static snapshot of your data at that moment. The file that you download will not be able to be refreshed with the latest data.

Selecting ‘Image’ creates a PNG file for you to download.

Notice in the video tutorial below that when we select the download icon the next two options, “Data” and “Crosstab”, are greyed out so that we can’t select them. A dashboard contains multiple views, and Tableau can only export the data or crosstab for one view at a time, so we need to select a view by clicking it. Now, when I select “Data”, Tableau opens up a new window that shows me the underlying data for just the map, as we learned about in an earlier video in this series. From here, you can download all rows as a CSV file. Selecting “Crosstab” also creates a CSV file, but it doesn’t export all the underlying rows – it just exports a summarized table of the data displayed in the map visualization.

You can export a static image to a PDF file. You can also download the Tableau Workbook, but you’ll need to have Tableau Desktop or Tableau Reader installed on your computer to be able to open the file.

Thank you for joining us for our Top Ten Tableau Server Tips video series! If you have any questions about how you can more effectively leverage Tableau at your organization, drop us a line! We’d love to hear from you. Happy hunting!

In our last video, you learned about how to get the data you need delivered to your inbox, without having to visit Tableau Server. In this video, we'll show you another way to get your data out of Tableau Server - by downloading it.

Watch our other training tutorials: 

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