Interact and customise your visualisations and tables:
Each visualisation and table has a series of filters at the top. From these filters, you can customise the data you wish to visualise or include in your custom table. The data in the visualisation or table will change automatically as you select different groupings. To reset the information to its default, you can click on the “reset” icon in the tool bar found at the bottom of your visualization or table.
Download data:
- Click inside of the data table (to access the numeric data) or the comments section (to access the comments).
- Select the download icon from the tool bar found at the bottom of your visualization or table:
- Select one of the following options:
- Image: Downloads an image of the view in .png format.
- Data: Opens a new tab in the browser window and displays the view's data in summary and detail. You can then download the data as a comma-separated value (.csv) file.
- Crosstab: Downloads the view, or the selected sheet in a dashboard, as a .csv file you can open in Microsoft Excel.
- PDF: Downloads a PDF of the view, specific sheets from a dashboard, or specific sheets from a workbook. Under Include, select the part of the workbook you want to download. Select specific sheets or select all. Select Scaling to control the image's appearance on the PDF. Select Paper Size and Orientation.
If you're downloading a dashboard to PDF format, web page objects aren't included.
- Tableau Workbook: Downloads a workbook you can open with Tableau Desktop or Tableau Reader. Tableau Reader can be downloaded here.
Share data:
Every published view and workbook can be shared via links in email and other applications, or embedded directly into web pages, wikis, and web applications.
- To share data, select the share icon from the tool bar found at the bottom of your visualization or table.
- Select one of the options for sharing:
View full screen:
Visualisations and tables can be viewed full screen. This option is helpful when viewing large datasets.
- To access the full downloadable data set, select the download icon from the tool bar found at the bottom of your visualization or table.
- To exit full screen mode, use the “Esc” (Escape) key.