Joanna He • 2023-03-31
Tableau is an effective tool for data visualization that allows users to analyze and present data engagingly and interactively. Tableau offers calculated fields to create new metrics and measures from existing data. However, exporting Tableau calculated fields to Excel can be difficult, particularly if you need to export them in a specific format or bulk. In this blog post, we will explore some techniques for exporting Tableau calculated fields to Excel and suggest the most suitable method for your needs.
There are multiple reasons why exporting Tableau calculated fields to Excel can be useful, including:
By exporting your Tableau calculated fields, you can efficiently manage and share your work, as well as investigate new data sources.
There are several ways to export Tableau Calculated Fields to Excel, one of which is by opening the Tableau Workbook (TWB) file in a text editor. While this method requires some technical skills, it provides a straightforward way to copy and transfer the calculated field code between different Tableau Workbooks.
Here is an example of how to extract a Calculated Field using this method:
To export a calculated field from Tableau using Method 2, you need to install Alteryx on your device. Installing Alteryx is easy; just follow these steps:
To download a workflow from Alteryx, open your web browser and navigate to the Alteryx website. Sign in or create a new account, then navigate to the "Gallery" tab. Use the search bar to find a pre-built workflow that includes the calculations you need, or create your own from scratch. Once you have located the workflow you want to use, click on the "Download" button to save a copy to your computer. Make sure to save the workflow in a location that is easy to find and remember. Once the download is complete, you can open the workflow in Alteryx to begin working with your Tableau calculated fields. With Alteryx, you can easily convert your calculated field data into a format that is compatible with Tableau, enabling you to create more dynamic visualizations and gain deeper insights into your data.
The best method for exporting Tableau calculated fields is to use a metrics exporter. A metrics exporter is a tool that allows you to export Tableau calculated fields in bulk and in a specific format. Our metrics exporter, powered by Kyligence Zen, is a powerful tool that allows you to easily export calculated fields from Tableau to CSV or Excel formats. With this tool, you can select the specific calculated fields you want to export and then download them in a few clicks. To use our metrics exporter, simply upload your Tableau workbook using the tool above, and after a while, the exported spreadsheet will be automatically generated and downloaded to your computer. We currently support .twb and .tds file types.
You will also get a .zen.yml file downloaded, to make the most out of your exported Tableau calculated fields, you can leverage this zen.yml file to reusable, sharable metrics using Kyligence Zen.
By downloading the .zen.yml file from the Metrics Exporter (Powered by Kyligence Zen) provided above, you can maximize the potential of your Tableau Calculated Fields.
Once you upload the .zen.yml file (containing your Tableau Calculated Fields definitions) to Kyligence Zen, you can:
Follow these simple steps to turn your Tableau Calculated Fields into reusable metrics.
To export a Tableau data source into a CSV file, follow these steps:
.zen.ymlfile you got from the tool on this web page.
Exporting Tableau calculated fields can be a challenging task, especially if you need to export them in bulk or in a specific format. While manual copy and paste, and the "Export as Crosstab" features are viable options, they can be time-consuming and may not provide the necessary formatting or metadata. Our recommended method is to use our metrics exporter, which allows you to export calculated fields in bulk easily and in a specific format. With this tool, you can save time and ensure that you always have the most up-to-date data.
Kyligence ZenML Toolkit: https://github.com/Kyligence/zen-ml-toolkit