Sharing Tableau data can be a challenge, but almost every data analysis program can read a comma-separated value file. In this video, learn how to export data to a CSV file.
Most of this course focuses on how to bring data into Tableau, but it can be just as useful to know how to export it. The most useful data format is often the comma separated value, or CSV file. In this movie, I will show you how to export your Tableau data as a CSV file and what it looks like when you open it in Excel or another spreadsheet program. My sample file is 03092CSV and you can find that in the Chapter 3 folder of the Exercise Files Collection. In this workbook, I have a worksheet with a visualization, but what I really care about is the data. I want to export it to a CSV file that I can open in Excel or another worksheet. I have created a visualization inside of this workbook, but what I really care about is the data. To export my data to a CSV file, I'll go to the Data menu and then point to my data source and then almost all the way at the bottom of the Shortcut menu is Export Data to CSV. When I do, I get the Export Data Dialogue box, which is just a renamed version of the Save As Dialogue box with the Save As Type set to Character Delimited Files in this case, .CSV. For the file name, I will edit it, so I'll change it to Red30 Sales and then click Save. So I just saved my data as a .CSV file. Now, I can go to the Chapter 3 folder of the Exercise Files Collection and open that file, so you can see what it looks like. So, I will use Alt Tab to move among my windows and open File Explorer. And here, inside of Chapter 3 folder of the Exercise Files Collection, I now have Red30Sales.CSV and because I've previously set Excel as the program to work with CSV files on this computer, it has the Excel icon. If I double click, Excel fires up and I see the contents of the file as you can see here. There is one issue that we can see here under Employee ID. So we have the value displayed as 9E+08 so that's 9 times 10 to the 8th, however if I click the value, you see that the actual number is displayed. So if I wanted to, I could change the value of this column to regular numbers. Why don't I go ahead and do that just by way of illustration? So I'll select Column D by clicking its column header and then on the Home Tab of the ribbon, which is already displayed, I'll go up to the Number Format Control, click its down arrow, and I will click Number. I currently have two decimal points, so I will click Decrease Decimal twice and you can see that the values have changed. And now if I wanted, I could save the changes in my .CSV file and I'd be ready to use it in Excel.
- Explain where a user would navigate to seek specific help in Tableau.
- Determine the best approach for using Excel in Tableau.
- Interpret how to use the features and functions of Tableau when creating charts.
- Describe how best to manage data in a worksheet or visualization.
- Explain how to create a selection filter for certain values.
- Explain how to manage data for different chart formats.
Skill Level Beginner
1. Introducing Tableau
2. Managing Data Sources and Visualizations
3. Managing Tableau Worksheets and Workbooks
4. Creating Custom Calculations and Fields
5. Analyzing Data
6. Sorting and Filtering Tableau Data
7. Defining Groups and Sets
8. Creating and Pivoting Crosstabs
9. Creating Basic Visualizations
10. Formatting Tableau Visualizations
11. Annotating and Formatting Visualizations
12. Mapping Geographic Data
13. Creating Dashboards and Actions
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