Export Views and Workbooks
There are several options to export your views and workbooks out of Tableau and into a presentation, report, or web page.
Export workbook as another version of Tableau
If you need to share your workbook with someone using an earlier version of Tableau Desktop, you can export your workbook to a previous version of Tableau. The downgraded workbook can be opened in the selected version and later. When you export a workbook as another version, any features or functionality that aren't available in the older version are removed for compatibility. For more information, see Make Workbooks Compatible Between Versions.
Export as version in Tableau Desktop
To export your workbook to be accessible on previous versions of Tableau Desktop, do the following:
In Tableau Desktop select File > Export As Version and select the version that you want to downgrade to.
- Save the workbook to your My Tableau Repository or a selected location.
Download as version in Tableau Online or Tableau Server
If you are using Tableau Server or Tableau Online, you can export a workbook to be opened in an older version of Tableau Desktop.
In Tableau Server or Online, open the view you'd like to download. Select Download > Tableau Workbook and select the version that you want to export to. The workbook will download to your computer.
Any features or functionality that aren't available in the older version are removed for compatibility.
Copy the view to another application
You can copy individual views as an image and paste it into another application, such as Microsoft Word or Excel. If you'd like to copy all of the sheets of a workbook into Microsoft PowerPoint, see Export and download as PowerPoint for details.
If you're using Tableau Desktop on a Mac, a TIFF (Tagged Image File Format) is created for pasting purposes. On Windows, a BMP (Bitmap) is created. Either image format will include everything in your view, including Tableau fonts.
If you're running Windows, you can create an EMF (Enhanced Metafile) image instead of a BMP, but if your view includes a Tableau font (such as Tableau Regular, Tableau Semibold, etc.), a font that's similar to the Tableau font will be substituted. See Create an EMF of the view (Windows only) below for steps.
To create a vector-based file of your view that embeds the Tableau fonts, you can use File > Print to PDF. See Export to PDF for details.
Select Worksheet > Copy > Image.
In the Copy Image dialog box, select what you want to include in the image, along with the legend layout (if the view contains a legend).
Click Copy. Tableau copies the current data view as a BMP (Windows) or a TIFF (Mac) and places it on the Clipboard.
Open the target application and paste the image from the Clipboard.
You can create an EMF of your view instead of a BMP by using the Export command. If your view uses a Tableau font, it will be substituted with a similar (non-Tableau) font.
Select Worksheet > Export > Image.
In the Export Image dialog box, select what you want to include in the image, along with the legend layout.
Click Save and in the Save Image dialog, save the image as Enhanced Metafile (*.emf).
The export image command saves the current view as an image file. You can export to an image file with the following three steps.
To export the file in Tableau Desktop:
Select Worksheet > Export> Image.
In the Copy Image dialog box, select the contents you want to include in the image and the legend layout (if the view contains a legend).
In the Save Image dialog box, navigate to where you want to save the image file and type a file name into the text box. Select a file format from the Save as type drop-down menu.
Tableau Online and Tableau Server
To export a view as an image file in Tableau Online or Tableau Server:
- Select Download > Image from the toolbar.
- When the image is generated, select Download to export the image file to your computer in .png format.
The generated .png file has the same title of the sheet that was exported.
You can export your workbook into Microsoft PowerPoint for use in presentations. This option downloads all sheets and story points from a workbook into static images in PowerPoint.
Exporting your workbook to PowerPoint creates a PowerPoint file with the same name as your workbook. The generated PowerPoint file includes one title slide with the name of your workbook and date the file was generated.
Note: To generate the PowerPoint file, Tableau creates a static image of all sheets and story points in your workbook. As a result, any applied filters or custom views open when a PowerPoint is created will be included.
To optimize your workbook images for PowerPoint, select Size > PowerPoint (1600x900) in the dashboard or stories layout.
To export a workbook to PowerPoint in Tableau Desktop, select File > Export as PowerPoint. This creates a PowerPoint file that saves to your computer.
Note: You can use File > Page Setup to control if and how titles, views, legends, and captions appear.
Tableau Online and Tableau Server
You can download workbooks to PowerPoint when authoring or viewing content in Tableau Online or Tableau Server. When viewing a workbook, select Download > PowerPoint from the toolbar. This creates a PowerPoint file of all of the published workbook sheets and story points for download.
When authoring or editing a view, you can select Download > PowerPoint. This generates a PowerPoint file for all sheets and story points in your workbook, including any unpublished sheets.
For untabbed views, only the current viewed item and its unhidden children will be exported.
In Tableau Desktop, you can publish one or more views to PDF by selecting File > Print to PDF. In Tableau Online and Tableau Server, you can download one or more views as a PDF by selecting Download > PDF from the toolbar.
Note: When you export a sheet to PDF, filters in the view are not included. To show filters, create a dashboard containing the sheet and export the dashboard to PDF. However, when exporting a dashboard to PDF, the contents of web page objects are not included.