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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:

  1. Does Tableau Next currently support exporting dashboard table data as CSV or Excel?
  2. Is there a “Download Data” or “Download Crosstab” equivalent in Tableau Next dashboards?
  3. Does the user need to select the specific table/viz before exporting?
  4. Are there permission settings that must be enabled for users to export data?
  5. 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
  1. May 6, 9:23 PM

     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. 

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