Download Data From Tableau Server To Excel

[Angelines Mulready]

Tableau allows users to choose between exporting the filtered data underlying a visualization or the whole dataset from a data source. It also provides the flexibility to export the data to Excel in multiple formats.

In addition, if you export numeric fields, the formatting applied in the visual is applied in your pasted data. For example, if decimal places are not visible in the visual then the numeric figures will be rounded to zero decimal places in your pasted excel copy of the data.

download data from tableau server to excel

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When you export data or a crosstab from Tableau to Excel, only the filtered data within the visual is exported (i.e. only the data included in the Columns, Rows and Colors shelves will be included in the data or crosstab). Any filters on the filters shelf will need to be added to the Tooltips on the Marks Card for the information relevant to the filter to be visible in the data or crosstab.

We have discussed different ways you can export data from Tableau to Excel. However it is also important to know the limitations of these processes. First, the entire process is lengthy and complex. You should have a sound knowledge of Tableau and its functions. Also, you can not export real-time data from Tableau into Excel. Any changes made will not be reflected in the sheets. You will have to export data into Excel again.

BI Connector is a simple, efficient tool that helps users connect Tableau to Oracle BI data and create interactive dashboards. We also enable users to connect Power BI/Tableau with Oracle Fusion Analytics data from HCM, SCM, ERP, and CX.

If you support a Tableau Server Infrastructure you are likley to run into a scenario where you need more information than can be provided by the Tableau Server Portal. Fortunately, Tableau has a fairly extensive Rest API to access and udate most of the Tableau Server object model. Unfortunately, if you want to do some custom reporting on the data from this Rest API you can't do it out of the box with Tableau Desktop.

This is where Power Query comes in. Power Query is the data processing engine built into both Power BI and Excel. It uses the M language to get, shape and filter data from just about any source. There are a bunch of built in connectors but you can also create your own by mashing up the various builtin sources like web(for accessing just about any rest api) and you can even build custom processing pipelines like accessing data in zip files.

In conlcusion if you need to access detailed data from your Tableau Server and don't want to have to purchase third-party tools to get what you need, you can use the Free Power BI Desktop or Excel. Actually, I am not aware of a tool that can scrub every data source on every site in your Tableau Server and pull all this info into one spot. Also, since the code in the samples is 100% M Language it should also work if the files are published to Power BI Service and the connectivity to the Tableau Server Exists from Power BI Service. I'll add more as I have needs to get at more Tableau Data. Also please be cognizant of how user name and password are protected in the queries. If i was to publish this to Power BI service I would modify the queries to get username and password from something like Azure Key Vault. The samples are just that "SAMPLES' so be careful. Enjoy!!!

From here, we just need to parse out our data depending on how Tableau gives it to us. In my case, the data came out funky in the DownloadData column and I needed to use a split to rows and then a split to columns in order to clean my data up. Lastly I used a dynamic rename to take my column headers that were in the first row of data. You can see I still need to parse out the quotations from the final column, but at this point you get the idea ?

# Final Words

You can query Athena with SQL or by using data visualization tools such as Amazon QuickSight, Tableau, or other third-party options. QuickSight is a cloud-native business intelligence (BI) service that you can use to visually analyze data and share interactive dashboards with all users in your organization. QuickSight is fully managed and serverless, requires no client downloads for dashboard creation, and has a pay-per-session pricing model that allows you to pay for dashboard consumption with a maximum charge of $5.00 per reader per month. The combination of QuickSight and Athena allows you to rapidly deploy dashboards and BI to tens of thousands of users, while only paying for actual usage, and not worrying about server deployment or management. Tableau allows you to similarly share dashboards with readers when utilizing Tableau servers. This post demonstrates how you can connect to Athena from a Tableau desktop, create a dashboard that queries data from Athena, and publish to a Tableau server for broader distribution.

Integration of Tableau with Athena as a data source is gaining in popularity, and many customers prefer to create Tableau dashboards on Athena. Performance of the dashboard usually varies based on many factors, such as number of fields and views, data size, network bandwidth, Athena query runtime, dashboard rendering time, connection type, and location of the Tableau server (on premises or AWS). We walk you through the required configuration to integrate Tableau with Athena, best practices, and Athena runtime analysis.

Athena connects to Tableau via a JDBC driver. With the Amazon Athena connector, you can quickly and directly connect Tableau to their Amazon S3 data for fast discovery and analysis, with drag-and-drop ease. Tableau Desktop is used to create worksheets, dashboards, stories connecting to data sources which can be files or server.

If you have Tableau client and server deployments, you can use Athena to directly connect to data lakes in Amazon S3 and pull the latest information on dashboards, either via a live connection or with an extract. QuickSight offers similar capabilities, with the option of direct connection to Athena, or via periodic refresh of data into SPICE. SPICE is a high-performance in-memory data store that natively provides high concurrency and high availability without the need for any server sizing, setup, or management. QuickSight also provides centralized, AWS native IAM-based control over access to Athena, which removes the need to store individual user credentials in client software on individual user machines.

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