Automate Tableau to Excel Integration

Use the Tableau to Excel integration to schedule exports of data from Tableau views to your workbooks stored on OneDrive and forget about the manual download routine.

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Why export Tableau data to Excel

Share the data and collaborate on it with stakeholders

Extract Tableau data to Excel automatically at a set frequency to optimize your collaboration with stakeholders. Schedule the data flow from your Tableau views to the chosen workbook that you can share with third parties without any threat to data security. Choose the most actionable schedule for the automated data exports to make sure your information is up-to-date. Use the records exported from Tableau to Excel to make data-driven decisions together with your colleagues and stakeholders.

Slice and dice views’ data

Use the Tableau to Excel integration to export data from your dashboards to your workbook where you can slice and dice as you want. Perform other versatile data transformations in Excel including smoothing, aggregation, discretization, and so on. Add the data from Tableau views to your custom dashboards built with Excel. Automate the exporting process to always have the latest information in your Excel file rather than manually download data every time you need to refresh it.

Automate reporting using data from multiple sources

Use Excel as a single destination where you can accumulate data from multiple sources, including the information extracted from Tableau views. Stitch or combine records with the information exported from other CRM apps, time tracking tools, and other sources. Automate your reports to your colleagues or stakeholders by enabling the automatic data refresh and setting up a schedule for your exports of Tableau to Excel.

What you can export from Tableau to Excel

01. Tableau views’ data

Connect Tableau to Excel to export data from your views to workbooks every day, every hour, or at another custom schedule. Enhance your reporting by loading chunks of data from Tableau to Excel automatically. Benefit from the automated data refresh for reporting, analytics, data transformation, and other purposes required for making data-driven decisions.

Get rid of manual downloads of CSV or Excel files from Tableau in favor of automated exports for which you can select the desired frequency. No VBA macros or ODBC drivers are needed to integrate Tableau with Excel and load your views’ data automatically. Within 2 minutes and just a few clicks, you will have your Tableau to Excel integration ready to run.

How to connect Tableau to Excel

  1. Step 1. Select Tableau as a data source and Microsoft Excel as a data destination
    10 seconds
  2. Step 2. Connect your Tableau account
    15 seconds
  3. Step 3. Enter the View URL
    15 seconds
  4. Step 4. Connect your Microsoft account and specify the workbook for the data
    30 seconds
  5. Step 5. Set up a schedule for automatic export from Tableau to Excel and run the integration
    15 seconds

Why use to set up Tableau to Excel integration allows you to automate the export of views’ data from Tableau to Excel without any coding. You will quickly set up the integration and get your data to your workbook either on-demand or on a schedule. The interval for automatic data refresh is customizable, so it will meet your most demanding requirements. Optionally, you can benefit from other features, such as selectable import mode and the option to specify the cell range for importing data.

The main advantage of the Tableau Excel integration by is that you avoid manual exports of data from Tableau. You won’t need to download Excel or CSV files with your views’ data anymore. Instead, you can specify a schedule for automated exports and be sure that your workbook will have the latest information extracted from Tableau. This will significantly improve your data-driven decision-making.

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You ask, we answer!
You can export data from a Tableau dashboard either manually via downloading a CSV or Excel file or using the Tableau to Excel integration by
No, you don’t. You can connect Tableau to Excel to automate the export of views’ data with just a few clicks.
To export a table from your Tableau view, you need to click the Download button, select Crosstab, then choose a sheet from the dashboard and a file format - CSV or Excel. Then the file will be downloaded to your device.
The main drawback of the native method is that you’ll have to repeat this flow repeatedly every time you need to refresh the data in your workbook. Alternatively, you can set up a Tableau to Excel integration that will do this for you.
There is no option to export multiple sheets of a dashboard at once. You can export sheets one by one manually. The Tableau integration by allows you to only automate exports of the alphabetically first sheet of your dashboard.
You will get your views’ data without any formatting if you use the Tableau to Excel integration by or the manual exporting method.
Both the Tableau to Excel integration by and the manual exporting method will load your views’ data without any formatting, including merged cells, calculations, diagrams, etc.

See what our customers say

" automatically imports the full dataset you need and it refreshes it completely on any schedule you want. No triggers necessary. And the best of all, the team is very supportive.

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Alfredo H.
Financial Analyst

"The integrations are easy to set up and automate, my colleagues think I'm a genius, but it's really that is doing the heavy lifting.

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Program Director

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Looking to import data from  ShopifyClockifyJira,  or any other app? Not a problem. Use to link a data source to Excel to automate workflows and leverage the power of spreadsheets across all your projects!

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