Export data from Tableau or Qlik to a CSV file

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

Format Example
'%Y-%m-%d %H:%M:%S' ( or '%Y-%m-%d %H:%M') 2017-03-27 15:25:31 (2017-03-27 15:25)
'%Y/%m/%d %H:%M:%S' (or '%Y/%m/%d %H:%M') 2017/03/27 15:25:31 (2017/03/27 15:25)
'%Y.%m.%d %H:%M:%S' (or '%Y.%m.%d %H:%M') 2017.03.27 15:25:31 (2017.03.27 15:25)
'%m/%d/%Y %H:%M:%S' (or '%m/%d/%Y %H:%M') 03/27/2017 15:25:31 (03/27/2017 15:25)
'%m/%d/%y %H:%M:%S' (or '%m/%d/%y %H:%M') 03/27/17 15:25:31 (03/27/17 15:25)
'%Y-%B-%d %H:%M:%S' (or '%Y-%B-%d %H:%M') 2017-March-27 15:25:31 (2017/03/27 15:25)
'%m/%d/%Y %I:%M:%S %p' (or '%m/%d/%Y %I:%M %p') 03/27/2017 3:25:31 PM (03/27/2017 3:25 PM)
'%B %d, %Y %I:%M %p' March 27, 2017 3:25 PM
'%B %d, %Y %I %p' March 27, 2017 3 PM
'%a %b %d %H:%M:%S %Z %Y' Mon Mar 27 15:25:31 EST 2017
'%Y-%m-%d' 2017-03-27
'%Y/%m/%d' 2017/03/27
'%Y.%m.%d' 2017.03.27
'%Y-%b-%d' 2017-Mar-27
'%m-%d-%Y' 03-27-2017
'%m-%d-%y' 03-27-17
'%m/%d/%Y' 03/27/2017
'%m/%d/%y' 03/27/17
'%d %b %Y' 27 Mar 2017
'%d-%b-%y' 27-Mar-17
'%B %d %Y' March 27 2017
'%B %d,%Y' March 27, 2017
'%Y-%m' 2017-03
'%b, %Y' Mar, 2017
'%b,%Y' Mar,2017
'%b %Y' Mar 2017
'%B, %Y' March, 2017
'%B,%Y' March,2017
'%B %Y' March 2017

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
[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

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. Optional import settings
    • specify the delimiter (The download will be comma delimited if using a PC, but will be tab delimited if you are using a MacOS)
    • determine how import errors should be handled
  3. File contains a header row
    • if checked: the first row is treated as header row
    • if unchecked: the System automatically creates a header row with column names
  4. Select Import

Result of CSV import

Proceed to Build Metrics

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