/Tableau-Extension-ExportAll

Export Summary Data from a Tableau Dashboard to Excel

Primary LanguageJavaScriptGNU General Public License v3.0GPL-3.0

Export All Tableau Extension

Introduction

No matter how much you try to convince them, there will always be some users who want to reduce your beautiful Tableau charts to a table of numbers in Excel. So if they're going to do it anyway, you may as well give them a simple, controlled way, generating one Excel workbook and not a bunch of CSVs.

With the Export All extension for Tableau Server you can place a simple button onto your dashboard, choose which sheets & columns are exported, and with one click your users can download a clean & tidy Excel workbook.

Security/Privacy

At The Information Lab mission is to enable as many people as possible to use Tableau. Collecting private data or even metadata would be a pretty big blocker to this and so we just don't do it. Whether you use the standard hosted extension or the local installation no data is sent from the extension to any of our servers or hosting systems.

In that case why isn't the extension sandboxed?

Good question! We'd love to allow the Export All extension to be sandboxed, it would be able to enable so many more users including those on Tableau Public. In fact we were one of the very early advocates for the sandboxing of extensions.

Sadly when it came to the implementation of a sandboxed extension the downloading of a file by an extension was considered to be a vector for attack and so was blocked. By definition of its primary function of allowing you to download your dashboard's summary data in an Excel file the Export All extension can never be sandboxed. Please send any sad face emojis 😔 to Tableau.

Standard Installation

  1. Download the .trex file
  2. In your dashboard drag out the 'Extension' object
  3. Select 'My Extensions' & open the downloaded ExportAll.trex file
  4. Configure which sheets & columns you'd like to export, save changes & close the configuration window

Local Installation

  1. Download the latest release as a zip archive (v#.#.#.zip) from the assets list on the repository's release page
  2. Unpack & copy the contents of the build folder into the root of your web server
  3. Modify the included ExportAll.trex file changing the value between the tags to be the URL of the web server hosting the extension
  4. Distribute the .trex file to you users and follow the standard installation steps from 2.

Bugs & Feature Requests

Please submit any bugs or feature requests to the repository's issues page