In this video, we explore a new Viz extension in Tableau that brings Excel-like capabilities natively to the platform. This extension simplifies the process of building tables, offering a more efficient alternative to the hacks used over the past decade. I demonstrate how to add and use this extension, covering features like column formatting, sorting, filtering, and exporting to Excel. We also discuss the security concerns and practical applications of this tool, emphasizing its potential to streamline workflows and enhance data analysis.

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Tableau Desktop Crash course Playlist https://www.youtube.com/playlist?list=PLRfaJ7ZL0cF4fwAQFPvDMWxN_xPFu2Xuj

Timestamps
0:00 Intro
0:16 Adding the extension
1:46 Building the table
2:28 Customisations
11:13 Formatted Excel Exports
11:57 Dashboards and Subscriptions
13:52 Final thoughts

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20 Comments

  1. Has anyone else experienced issues with Viz extensions when your resultant viz is embedded? This new tables extension looks interesting, but I am reluctant to devote too much time to trying it out if they don't display properly in embedded vizzes.

  2. Love this ext. but is this a Tableau owned viz extension or something like supertables which is owned by infotopics? Reason I ask is being from the health care industry we need to have contracts created. We are already partnered with Tableau.

  3. I instantly downloaded the new version of Tableau after I saw your LI post on this. It's a really cool extension that will get some requests off my back! There are still a few things to improve though. It still chokes if you try to put 1 million rows in the Tableau table. Because of the way I believe Tableau aggregates first thing in a viz, it needs to look at all data at once and probably can't do pagination first thing (although maybe the extension will allow that at once point). That does match the Excel limitation though haha. I noticed the tooltips are off though if I have a large table and I put a Tableau filter on it (separate from the table extension filter). The tooltip doesn't seem to recognize that some records are filtered out and shows what would be there without it. But I just turn them off since there's little point in tooltips when you can look at the entire table.

  4. I have no idea how or why i dragged Lat and Long! I blame dad brain. You can see at the start i have a different chart so i must have just lost the plot / tunnel vision with the instruction.

  5. Thought this was great until I implemented it on a dashboard and realised it won’t export as a PDF, it just goes blank. So disappointing as was hoping to use this for a management dashboard.

  6. Hey Tim, really enjoyed the video. I have been messing around with it a little bit. Do you know if it is possible to have more than 5 rules per column? I want the color of the background to change based on the text, but I have 18 different texts/colors to use. Thanks!

  7. Tim, the first thing I noticed is that you cannot align the numbers to the right or any type of alignment at all. That is basic functionality for any table. Do you know if that’s possible?

  8. It’s 2024 and Tableau finally starts adding functionality that Excel has had since the 1990s 😂. Are you capable of formatting specific rows? I work in the financial industry, and no matter how much you’re asked to “Tableau,” people will ask how to “Excel” it. I really wish this was just a standard Tableau functionality OOTB.

  9. Great video thanks Tim. This extension has a lot of potential. Quite often clients want analysis in Excel format as well as a dashboard.

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