Set the mark to shape: excel icon (import icon to shape directory )Ĭ. Paste/Inserted a calculated field with the http path link to the viz web page published separately in quotes: e.g.: and append the wanted dimensionī. At the Tableau Desktop create a view with wanted dimension(s) – creates distinct list of values.ģ. Copy the html path of the viz from the share menu listing the web path on the tableau web page.Ģ. When publishing the dashboard also publish the wanted viz/csv separately from the dashboard.Ī. Perhaps the below method for dynamically filtering a view/csv by dimension(s) which might work - listed below:ġ. Except it's ugly!Įnjoyed reading through this blog concerning converting a viz to csv file (over three years of comments!!) A number of comments noted they wanted the csv to be dynamically filtered on the dashboard – manually completed adding the suffix: ?&dim1=wantedvalue at the end of the URL. Oh my gosh - it almost looks like workflow. The circle will disappear when this is false and reappear when it is true. Get around this by adding a Boolean filter that the user can checkmark with a title such as "Fetch Details for export". The user will have to click in the circle to "Highlight" it and then do the export.įor more fun: Since you are embedding a live worksheet on your dashboard it will take extra time to process. Go to your dashboard and drag the worksheet on whereever you want.ħ. Put an instruction Title on such as: "To Export Details, Click on the circle below and then click on Export (icon above) and choose Crosstab".Ħ. Make the Shape bigger and squish the screen down to show just a few.ĥ. Choose Mark Type "Shape" and select one you like - I chose a circle.Ĥ. Ensure filters are global or applied to this worksheet from your "driver" worksheet.ģ. Create a worksheet with the data you want on Details. I think this approach may provide adequate speed although it is sinfully ugly.Īssume you already have a dashboard with some filters (multi-select) etc. So the last thing we want is to tax the vizSQL engine with rendering all that data. In my case we were trying to do this with a 300,000 row download. Since this only covers a small number of use cases, we must get the user to click an embedded worksheet on a dashboard and then use the Tableau standard export. Using any kind of URL will only work if you have single params to pick from (or max/min dates to pass). Opening the workbook will not work since it assumes you are starting a brand new session and so only your default (published) filters and params are available. The ONLY way to get what we want is to have the user click the standard Export - CrossTab built into Tableau server. I had to name it with a capital A so that it would be the first sheet alphabetically on the dashboard.
I changed the height to 1 and made everything white and transparent and chose Fit Entire View so that it would be inconspicuous.
Add the image icon on the dashboard and place it wherever you like.But I didn’t export the line chart at all. Go ahead, try it!ĭid you try it? If you did, and you opened the CSV, you may have noticed this looks remarkably like the data that you would hope to get if you exported the data for the line chart. All the user has to do is click on that icon and they get a nice CSV. I’ve floated it to the upper right and made it small. On this dashboard, notice how I added an Image object (I used an Excel icon) on the dashboard.
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