Help & DocumentationWorking with Tableau Set-up ConsiderationsExport data from Tableau or Qlik to a CSV file

Export data from Tableau or Qlik to a CSV file

Note: the CSV loader will support the following Date formats:

Date Format Example
yyyy-MMMMM-dd HH:mm:ss 2013-August-01 01:23:45
yyyy-MM-dd HH:mm:ss 2012-01-01 01:23:45
yyyy-MM-dd'T'HH:mm:ss 2014-03-10T01:34:26
MM-dd-yyyy 01-01-2012
yyyy-MM-dd 2012-01-01
yyyy-MM 2012-01 (but not 2012-2013)
M/d/yyyy h:m:s a 4/15/2013 1:00:00 AM
MM/dd/yyyy HH:mm:ss 01/01/2012 01:23:45
MM/dd/yyyy HH:mm 01/01/2012 01:23
MM/dd/yyyy HH 01/01/2012 01
MM/dd/yy 01/01/12
dd.MM.yyyy 31.03.2013
MMMMM d, yyyy h:mm a April 15, 2013 1:00 AM
MMMMM d, yyyy h a April 15, 2013 1 AM
MMMMM dd,yyyy January 01, 2012
dd MMM yyyy 05 Nov 2013
MMMMM, yyyy January, 2012
MMM, yyyy Jan, 2012
dd-MMM-yy 4-Jan-15
dd-MMM-yyyy 17-SEP-2013
yyyy-MMM-dd 2012-FEB-01
yyyy-MMM 2013-DEC
EEE MMM dd HH:mm:ss z yyyy Wed Aug 21 15:50:21 UTC 2013

1. [TABLEAU] Export data to a CSV file

1.1. Select your Tableau worksheet filters

Limit filters as desired.

1.2. At the right top corner of the screen click Download > Data

At the right top corner of the screen click Download > Data

1.3. [View Data] Select 'Underlying' tab and click the download link

[View Data] Select 'Underlying' tab and click the download link

2. [QLIK SENSE] Export data to a CSV file

Select your Qlik Sense Dashboard containing the required Report. In our example we can see the 'Shipments' dashboard containing different reports:

  1. Choose a specific Report you want to get data from. In this example we are choosing a 'Number of shipments late vs on time' report
  2. Hover over the right corner of this Report until 3 buttons are shown: Take snapshot, Exploration menu, Full screen
  3. Click Exploration menu and to open the Report Viewer

2.1. Select your worksheet filters (if any) / apply sorting order to the right of the Report

2.2. Right click the image and select 'Export data' from the menu

Right click the image and select 'Export data' from the menu

2.3. After the export is completed, click the download link

3. Verify that the .CSV file contains correct data - example is in Excel display

  1. Note that the first row is a Header row

4. You can now complete the 'Build Metrics from CSV' function

  1. Choose the file just downloaded
  2. NOTE:  The download will be comma delimited if using a PC, but will be tab delimited if you are using a MacOS
  3. File will contain a header row
  4. Select Import

5. Result of CSV import

Proceed to Build Metrics, Step 3

0 Comments

Add your comment

E-Mail me when someone replies to this comment