Tableau Calculated Fields- Export to Excel

Tableau is an effective tool for data visualization that allows users to analyze and present data in an engaging and interactive way. To create new metrics and measures from existing data, Tableau offers calculated fields. However, exporting Tableau calculated fields to Excel can be difficult, particularly if you need to export them in a specific format or in 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.

Why Would You Want to Export Your Calculations?

There are multiple reasons why exporting Tableau calculated fields to Excel can be useful, including:

• Documentation: If your workbook has many dimensions, measures, and calculations, exporting your calculations can help you quickly reference them and keep your workbook organized.
• Sharing with colleagues: If you have colleagues who don't have a Tableau desktop license but still want to review your work or help you improve your calculations, exporting your calculations can allow them to access the relevant data.
• Investigation: If someone sends you a workbook with a data source you're not familiar with that contains many calculations, exporting the calculations can help you quickly investigate and check the various features of the embedded Tableau calculations.

By exporting your Tableau calculated fields, you can efficiently manage and share your work, as well as investigate new data sources.

Method 1: Open the TWB File in a Text Editor

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:

• In the TWB file, search for the '<calculation>' tag that defines the field, such as '<calculation class='tableau' ...>'.
• Copy the entire tag, including the name, formula, and any other configurations.
• Paste it into a new text file and save it with a .cal extension, such as "my_calculation.cal".
• To import it into another Workbook, open it in Tableau, choose "Import Calculated Fields" from the Analysis menu, and select the .cal file. Once imported, the Calculated Field will be available for use in the new Workbook.

Method 2: Install Alteryx and Download a Workflow

Step 1: Install Alteryx

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:

• Visit the Alteryx official website and go to the "Products" tab.
• Select "Alteryx Designer" and click "Download."
• Choose the version you need from the download options and select "Download Now."
• Once downloaded, follow the prompts to install Alteryx on your device. After installing Alteryx, you can proceed with exporting Tableau calculated fields to Excel using Method 2.

Step 2: Download a Workflow

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: Using Our Metrics Exporter (Powered by Kyligence Zen)

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.

Turn Your Tableau Calculated Fields into Reusable Metrics

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:

• Share with your colleagues: Effortlessly share hundreds of defined metrics in Tableau with your colleagues.
• Analyze in Excel: After uploading your metrics to Kyligence Zen, you can easily connect and analyze them in Excel.
• Investigate: Using Kyligence Zen, you can easily browse and understand the definitions of each metric.

Follow these simple steps to turn your Tableau Calculated Fields into reusable metrics.

Export your data source structure into CSV

To export a Tableau data source into a CSV file, follow these steps:

• Open the Tableau workbook that contains the data source you want to export.
• Click on the data source tab at the bottom of the Tableau window.
• Select the data you want to export by either clicking on a single table or selecting multiple tables using the Shift or Ctrl keys.
• Click on the "Export" button in the toolbar at the top of the screen.
• Choose the "CSV" file format and select a location to save the file.
• Click the "Export" button to save the data as a CSV file.

Log in and upload your data structure to Kyligence Zen

• Login into Kyligence Zen
• Go to Data, click New, Choose Table

• Choose upload csv, upload the CSV file you exported from your Tableau workbook.

• After completing all the steps in the wizard, you will create a table for the data source that you exported from the Tableau workbook. Below is a screenshot of a simple example:
  
• Go to Metrics, click Import. Upload the .zen.ymlfile you got from the tool on this web page.
  
• All metrics defined in the Tableau workbook will be imported into Kyligence Zen.
  
• Click on any metric and click share to easily share the metrics with your colleague.
• Refer to this document to analyze the metrics in Excel.

Conclusion

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 easily export calculated fields in bulk and in a specific format. With this tool, you can save time and ensure that you have the most up-to-date data at all times.

References

• Tableau Calculated Fields: https://help.tableau.com/current/pro/desktop/en-us/functions_functions_calculations.htm
• Exporting Data from Tableau: https://help.tableau.com/current/pro/desktop/en-us/exportdata.htm
• Kyligence Zen: https://kyligence.io/products/kyligence-zen/

  Kyligence ZenML Toolkit: https://github.com/Kyligence/zen-ml-toolkit