Downloading Large Data

This topic discusses Downloading Large Data Pulls from your Tableau visuals from either Grid Reports or Dashboards with a large quantity of data. Downloading Large Data Pulls can be completed for Tableau dashboards with Crosstab data. Additionally, this topic discusses how to set a view as your default for easy retrieval in the future.

Set Up

Follow these steps to set up your dashboard to download data:

1. Open any dashboard with Crosstab data, then navigate to the tab displaying the Crosstab data. Select any necessary dashboard filter options as desired.

2. Select Yes to show Crosstab data.

   

3. Once the data has loaded click in any blank space within the crosstab table to activate the view.

Note: Do not select a metric(s).

Downloading Large Data

1. Click the Download icon in Tableau toolbar then select Data. The View Data Export Reviews window opens.

   

2. Click the Show Fields icon, then deselect all options by clicking on (All).

   

3. Then select Claim Number, File SFX, and Reviewer Name only.

Note: This is file level data that’s why File SFX is included.

Hint: Use the search field to find the fields.

4. Click on Download. The .csv file will appear in your downloads folder with the 3 columns that were selected.

   

Saving a View

Follow these steps to save a custom view for future use.

1. Click on View: Original, the Custom Views window opens.

   

2. Enter a name in the Name this view field.

3. Select the Make it my default checkbox, this will ensure that next time the dashboard is loaded the options selected will remain.

4. Then click Save.

5. Once you revisit the same dashboard it will load the saved default view. When the Data download option is selected the View Data Export Reviews window will show the 3 columns previously selected.