Table of Contents Introduction to TableauProcedures for Exporting Data from Tableau to ExcelExporting Tableau to Excel Part 1: Export Crosstab of DataExporting Tableau to Excel Part 2: Copy the Data to ClipboardExporting Tableau to Excel Part 3: Copy the Crosstab of Data to ClipboardExporting Tableau to Excel Part 4: Exporting Visualizations as ImagesExporting Tableau to Excel Part 5: Extracting Data using Dimensions PaneLimitations of the ProcedureConclusion Try Hevo for Free Share Share To LinkedIn Share To Facebook Share To X Copy Link Tableau is a powerful data visualization tool. It combines various components like labels and colors to present data visually. This makes it easy for anyone to extract insights from the data, even non-analysts. You can use Tableau to join tables from one or more connections and make generalizations like creating calculated fields, groups, pivot fields, extract filters, etc. After that, you may need to reuse the data in the new form or even share it. This means that you’ll have to export the data. In this article, you will learn about the procedure for Exporting Tableau to Excel and the limitations of the procedure. Table of Contents Introduction to TableauProcedures for Exporting Data from Tableau to ExcelExporting Tableau to Excel Part 1: Export Crosstab of DataExporting Tableau to Excel Part 2: Copy the Data to ClipboardExporting Tableau to Excel Part 3: Copy the Crosstab of Data to ClipboardExporting Tableau to Excel Part 4: Exporting Visualizations as ImagesExporting Tableau to Excel Part 5: Extracting Data using Dimensions PaneLimitations of the ProcedureConclusion Introduction to Tableau Tableau is a tool that is used for applications related to Business Intelligence and Data Visualization. This can help you get important insights by analyzing the data and provide objective measurements to support and help in strategic decision-making in a business organization. The platform supports an easy-to-learn user interface and additional functionalities to collaborate with other employees in the organization. The user can get data from multiple sources and perform analyses on the aggregated data. Tableau is helping industries to reduce the analysis time and provides functionalities while ensuring flexibility, security, and reliability. Export your Analytics Data with Hevo With Hevo, you can effortlessly export your analytics data to any destination, such as BigQuery, Redshift, Snowflake, and many more. Our no-code platform ensures smooth and efficient data integration and transformation. Seamless Export: Transfer your Analytics data to your target destination in 2 Steps. Flexible Transformations: Use drag-and-drop tools or custom Python scripts for data preparation. Real-Time Data Ingestion: Keep your data current with real-time synchronization. Join over 2000 satisfied customers, including companies like Cure.Fit and Pelago, who trust Hevo for their data management needs. Get Started with Hevo for Free Procedures for Exporting Data from Tableau to Excel Below are the 5 procedures that you are required to carry out to export data from Tableau to Excel Exporting Tableau to Excel Part 1: Export Crosstab of Data Exporting Tableau to Excel Part 2: Copy the Data to Clipboard Exporting Tableau to Excel Part 3: Copy the Crosstab of Data to Clipboard Exporting Tableau to Excel Part 4: Exporting Visualizations as Images Exporting Tableau to Excel Part 5: Extracting Data using Dimensions Pane Exporting Tableau to Excel Part 1: Export Crosstab of Data This is one of the ways of exporting Tableau data into Excel. You can export the data used to generate a visualization in Tableau into Excel in the crosstab format. Once you export the view as a crosstab, the Excel application will be automatically opened and a crosstab version of the view will be pasted into an Excel workbook. This method provides Tableau users with an easier way to export Tableau data to other applications, but the performance of the export may be affected since copying and formatting of the data is done simultaneously. If the view to be exported has a lot of data, a dialog box asking you whether to export the formatting will be opened. If you decide to exclude exporting the formatting, you may get improved performance. If you’ve added many visuals to your dashboard, select the visual that is to be exported. On Tableau Desktop, follow the steps given below: Step 1: Select “Worksheet”. Step 2: Choose “Export”, and then “Crosstab to Excel”. For Mac users, this will open a dialog box where the file can be saved. You should then open the file manually in Excel. On Tableau Online or Tableau Server, follow the steps given below: Step 1: Open the dashboard or view and select “Download”. Step 2: Choose “Crosstab”. Select sheets from the workbook from where you need to export the data. Exporting Tableau to Excel Part 2: Copy the Data to Clipboard You can still copy the data that was used to generate the visualization into clipboard. You can then paste the data into an application of choice such as Excel. The following steps demonstrate this: Step 1: Create the view. Step 2: Select “Worksheet”, -> “Copy”, -> “Data”. Step 3: Open your Excel application, then paste the data into it. Note that when copying the data, any field which is an external filter will not be copied. Exporting Tableau to Excel Part 3: Copy the Crosstab of Data to Clipboard It’s possible to copy the crosstab version of the view to transfer or paste the data into Excel. The pasted data will always appear as a crosstab, even in cases where the initial view didn’t use the crosstab format. However, when copying a crosstab, you are restricted by the following conditions: All records in the view must be copied. You’re not allowed to copy only a subset of the records. This option is only valid for aggregate views. You can’t apply it on disaggregated data views since a crosstab is an aggregated view of data. This means that you must select the “Aggregate Measures” option from the Analysis menu so that the process of copying the crosstab may work correctly. A crosstab cannot be copied if the view contains continuous dimensions like continuous times and dates. Other restrictions may be applied based on the view data. After making sure that you meet the above conditions, follow the steps given below to copy the crosstab: Step 1: Create the view. Step 2: Select “Worksheet” -> “Copy” -> “Crosstab”. Step 3: Open your Excel application and paste the crosstab there. Exporting Tableau to Excel Part 4: Exporting Visualizations as Images Tableau also allows you to export images. Simply follow the following steps: Step 1: Select “WorkSheet” -> “Copy” -> “Image” from the Menu option. Step 2: Choose the layout that you need to apply to the image. You can hide or show the Title, Caption, or the Legend of the image. You can also choose to have the legends displayed at the bottom or to the right of the image. Step 3: Open Excel and paste the image there. Exporting Tableau to Excel Part 5: Extracting Data using Dimensions Pane Follow the steps given below: Step 1: Click the “View Data” icon from the Dimensions pane. This will open a data pane that shows the data contained in the data source. You can use the data pane to modify how the columns are ordered by dragging and dropping the data columns. You can also modify the number of rows shown from the rows box shown at the top. Step 2: After finalizing the view, right-click the top left of the header to select the rows. Step 3: Click the “Copy” button to copy the data to the clipboard. Paste into Excel. Limitations of the Procedure The following are the limitations of exporting data from Tableau into Excel: The process of exporting data from Tableau into Excel is lengthy and complex. It requires an individual with expertise in using Tableau. It’s not possible to export real-time data from Tableau into Excel. Load your Data from any Source to Target Destination in Minutes Start For Free No credit card required Conclusion In this article, you will learn about the procedure for Exporting Tableau to Excel and the limitations of the procedure. Integrating and analyzing data from a huge set of diverse sources can be challenging, this is where Hevo comes into the picture. Hevo Data, a No-code Data Pipeline helps you transfer data from a source of your choice in a fully automated and secure manner without having to write the code repeatedly. Hevo with its strong integration with 150+ sources & BI tools, allows you to not only export & load Data but also transform & enrich your Data & make it analysis-ready in a jiffy. Get started with Hevo today! SIGN UP and experience the feature-rich Hevo suite firsthand. You can also have a look at the unbeatable pricing that will help you choose the right plan for your business needs. Nicholas Samuel Technical Content Writer, Hevo Data Nicholas Samuel is a technical writing specialist with a passion for data, having more than 14+ years of experience in the field. With his skills in data analysis, data visualization, and business intelligence, he has delivered over 200 blogs. In his early years as a systems software developer at Airtel Kenya, he developed applications, using Java, Android platform, and web applications with PHP. He also performed Oracle database backups, recovery operations, and performance tuning. Nicholas was also involved in projects that demanded in-depth knowledge of Unix system administration, specifically with HP-UX servers. Through his writing, he intends to share the hands-on experience he gained to make the lives of data practitioners better. Liked the content? Share it with your connections. Share To LinkedIn Share To Facebook Share To X Copy Link Related Articles Tableau Semantic Layer: A Detailed Guide 8 Best Tableau ETL Tools For 2025 How Temporary Table in MS SQL Enhances the Query Performance