TRANSITIONING FROM EXCEL TO TABLEAU learn from learning app

Опубликовано: 09 Июль 2026
на канале: scientific world
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Make the connection and set up the data source

After you open Tableau, under Connect, click Excel.Select the Excel workbook you want to connect to, and then click Open. NOTE: Beginning with Tableau 2020.2, legacy Excel and Text connections are no longer supported.

Excel is great for managing data. But if you want to find powerful insights from your data, Excel can’t do the job on its own - it needs the power of visual analytics.

In this webinar, we’re going to reveal how you can discover a wealth of new insights by using Excel and Tableau together. As Tableau natively connects to Excel, you can keep your spreadsheets whilst digging deeper into your data with fast and easy drag-and-drop analytics.

Watch this webinar to learn how using Excel and Tableau together enhances your analysis, including how to:

Instantly connect to multiple spreadsheetsTransform your spreadsheets into a single dashboardSpot visual patterns quicklyGo beyond your initial insights to explore and build stories in your dataPublish your results online for your team to analyse

Tableau users often come across scenarios where they need to export data from Tableau into Excel. 

Tableau allows users to choose between exporting the filtered data underlying a visualization or the whole dataset from a data source. Tableau also provides the flexibility to export the data to Excel in multiple formats. 

In this blog post, we’ll cover 5 quick ways to export data from a Tableau view onto Excel.

Exporting the data underlying your Visual

A Visual can be exported to Excel in the following ways:

Crosstab Data Image

If you have several visuals on your dashboard, first select the visual you would like to export, then follow one of the options below

. Export the visualization as a Crosstab

There are two methods to export as a crosstab:

a. Use the Menu Option Worksheet, Export and Crosstab to Excel.

If there is a significant amount of data to export this can take a long time to export as Tableau applies formatting to this exported data. 

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