I have a use case on priority where I am facing issue while downloading an excel file from Tableau Cloud. I am creating some manual sheets and attaching them in the dashboard as a header. Below a particular header, I have 3 sub-headers. When I download the excel, the manually added sheets are not appearing properly as shown in my dashboard because it is added manually so it is not coming in excel, but I tried by adding the created fields in the sheet I am downloading but still it is not coming in a way I want. Suggest me some possible ways to achieve it. Regards, Abhishek Tiwari
Hi,
The issue is that manually added sheets/text objects in a dashboard are layout elements, not part of the underlying worksheet data, so they generally won't appear in the downloaded Excel/CSV.
A better approach is to create the headers/sub-headers as fields within the worksheet itself (for example using calculated fields or a hierarchy) and format them in the view.
If the exact dashboard layout must be preserved in Excel, another option is to use PDF/PowerPoint export rather than Excel/CSV, since Excel/CSV exports the underlying worksheet data rather than the complete dashboard layout.
So for Excel, the headers need to be part of the worksheet/data structure rather than separate dashboard objects.