Hi everyone,
I’m building a dashboard in Tableau Next / web version and I need guidance on export options.
I understand that users can download a visualization as an image, but my use case is different. I need users to export the actual data from dashboard tables/lists, for example a filtered audience/contact list, as a data file such as CSV or Excel, not as an image.
Use case:
- The dashboard includes graphs and a details table.
- Users apply filters or select values in the dashboard.
- The details table should update based on the selected filters.
- Users should then be able to export that filtered table/list as CSV or Excel.
- The export should reflect the current filters/selections.
- Ideally, this should work from the Tableau Next web dashboard experience.
Questions:
- Does Tableau Next currently support exporting dashboard table data as CSV or Excel?
- Is there a “Download Data” or “Download Crosstab” equivalent in Tableau Next dashboards?
- Does the user need to select the specific table/viz before exporting?
- Are there permission settings that must be enabled for users to export data?
- If CSV/Excel export is not currently supported in Tableau Next, what is the recommended workaround?
Any guidance or documentation would be appreciated. Thank you!
#Tableau Next
1 answer
Great question! I’m also trying to understand the data export options in Tableau Next. It would be really helpful to know if CSV/Excel export for filtered dashboard tables is supported or if there’s a recommended workaround.