Export Tableau to Excel

See how you can connect Tableau to Excel below:

Step 1: Collect data
To get started, authorize your Tableau account. In a new window, provide the Personal access token name and the Personal access token secret. Then, specify the View URL directing to the dashboard from where you'd like to export data.



After pasting the View URL, click Finish and proceed. Then, press Transformations to move forward.

Step 2: Organize and transform
Before loading data from Tableau to Excel, you can preview it to ensure accuracy. You can also transform data in the following ways:

• Edit, rearrange, hide, or add columns.
• Apply filters and sort data in the preferred order.
• Create new columns with custom formulas.
• Combine data from different accounts or apps.

By doing so, you adjust data according to your reporting and analytics needs.



As soon as you know the data is in order, click on Destinations.

Step 3: Load and automate
Here, the first task is to authorize your Excel account. Next, you must specify the exact destination to export Tableau to Excel. To do this, select an existing workbook and worksheet. Alternatively, you can create a new worksheet by providing its name in the corresponding field.



Click Set a schedule to turn on Automatic data refresh and specify the preferred interval in the dedicated dropdown field. The last click must be on the Save and run importer button. Get your data to the destination in a matter of minutes.

Toggle on automated data refreshes to receive a self-updating report in Excel. You can choose how often it will be updated: monthly, daily, hourly, or even every 30 or 15 minutes. Additionally, consider specifying the days of the week, time preferences, and the time zone.



With this Coupler.io's functionality, you'll have the latest data available for analytics. Your report will be kept in sync with the most recent updates to the source.

By using Coupler.io, you can easily connect and extract data from numerous source apps. Simply click on the Connect one more source button to integrate various data streams, whether they are different accounts of the same source or separate platforms.

Another Coupler.io's advantage is its capability to blend data from multiple sources. You can combine Tableau data with information from CRM apps, analytics tools, marketing platforms, and more. It gives you the possibility to expand the range of your analytics.

Once you've connected all the preferred data sources and reached the Transformations step, you will have access to the following options for data blending:

• Union data: Merge data elements from one source into another. This method requires columns in both sources to share identical names.
• Join data: Combine two datasets side by side. This option demands that at least one column in each dataset has the same name.

Thanks to these versatile import modes and data blending options, you can derive deeper insights from your report in Excel.

With Coupler.io, it's not only possible to export Tableau to Excel, but you can also replicate importers to load data to various alternative destinations:

• Google Sheets – another spreadsheet app for simple and quick reporting.
• Data warehouses: BigQuery, PostgreSQL, or Redshift – for storage, querying, and complex analysis of Tableau data.
• Other business intelligence (BI) tools: Looker Studio, Power BI, and Qlik Sense – for data visualization through dynamic and interactive dashboards.

Tableau data can be imported into these apps just as described earlier for Excel.