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 Abhishek,
The main issue is that any sheets or text boxes added manually to the dashboard are treated as layout elements, so they usually won’t show up when you export the dashboard to Excel/CSV.
One way around this is to create the headers/sub-headers as part of the worksheet itself, using calculated fields or a hierarchy, and then format them within the view.
If you need the exact dashboard layout to be preserved, PDF or PowerPoint export would be a better option, since Excel/CSV mainly exports the worksheet data rather than the full dashboard layout.
So basically, if you want those headers to appear in Excel, they need to be part of the worksheet/data structure rather than separate dashboard objects.
Please let me know if this does the job.
