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How Do I Export a Tableau Text Table to Excel?

Published in Data Visualization 2 mins read

You can export a Tableau text table to Excel by following these simple steps:

  1. Select the text table: Click on the text table in your Tableau worksheet to select it.
  2. Navigate to the "Export" menu: Go to the top menu bar and click on "Export."
  3. Choose "Excel" as the export format: From the available export options, select "Excel."
  4. Configure export settings (optional): You can adjust export settings, such as file name, sheet name, and data formatting.
  5. Click "Export": Click the "Export" button to begin exporting your data to an Excel file.

Practical Insights:

  • Data Integrity: When exporting to Excel, ensure that the data types and formatting are consistent between Tableau and Excel to prevent data loss or errors.
  • Large Datasets: For very large datasets, consider exporting in chunks or using Tableau's data extract functionality to improve performance.
  • Formatting Options: Tableau allows you to customize the exported Excel file's formatting, including column widths, cell styles, and data types.

Example:

Let's say you have a text table in Tableau displaying sales data for different regions. To export this table to Excel, you would follow the steps outlined above. After exporting, you would have an Excel file containing the sales data, which you can then use for further analysis or reporting.

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