Exporting

Tableau also makes it easy to export images of views, dashboards, and stories for use in documents, documentation, and even books like this one! Images may be exported as .png, .emf, .jpg, or .bmp. You may also copy an image to the clipboard to paste into other applications. You may also export the data as a cross-tab (Excel), .csv, or Access database (on PC).

To copy an image or export images or data, use the menu options for Worksheet, Dashboard, or Story.

We'll take a look at using Tableau Server, Tableau Online, and Tableau Public in detail shortly. For now, let's consider some of the exporting features available on these platforms. When interacting with a view on Tableau Server, Online, or Public, you will see a toolbar unless you don't have the required permissions or the toolbar has been specifically disabled by a Tableau Server administrator:

The Download option from the toolbar allows you to download an Image, Data, Crosstab (Excel), PDF, PowerPoint, or the Tableau Workbook. Images are exported in .png format, and render the dashboard in its current state. Exporting a .pdf document will give the user many options, including layout, scaling, and whether to print the current dashboard, all sheets in the workbook, or all sheets in the current dashboard.

Exporting Data or a Crosstab will export for the active view in the dashboard, that is, if you click a view in the dashboard, it becomes active and you can export the data or Crosstab for that particular view.

Other options exist for exporting from Tableau Server: