Tableau 2020.2: Improved crosstab export
Tableau 2020.2 finally makes crosstab export sensible, but only if you've actually named your sheets.
- In older versions you had to click a chart first before the crosstab download option became active, with no visual feedback that anything was selected
- In 2020.2 you can hit download and choose your sheet from a new interface without pre-selecting a chart
- The sheet picker shows your worksheet names, so naming sheets properly is essential or users will see Sheet 1, Sheet 2, etc.
- The export downloads as a CSV that opens in Excel, with formatting applied to negative values out of the gate
Tableau 2020.2 makes crosstab export from a dashboard on Server or Online much easier to use, replacing a confusing hidden step with a clear sheet picker.
On Tableau Server or Online, dashboard users can export the underlying data of a view as a crosstab. This shows how that flow changed in 2020.2.
- Old behaviour: crosstab greyed out 0:21
Previously, hitting download on a dashboard showed the crosstab option greyed out unless you'd already clicked on a specific chart. There was no visual feedback showing a chart was selected, so most users never worked out this hidden requirement.
- New flow: download without pre-selecting anything 1:02
In 2020.2 you can hit download straight away without clicking a chart first, then choose crosstab and get a proper interface listing the sheets in the dashboard to pick from.
- Sheet names must be meaningful 1:21
This picker displays your actual worksheet names, so if sheets are left as default names it will show unhelpful labels like Sheet 1, Sheet 35, and so on to your end users. You need to name your sheets properly before publishing, otherwise this new interface looks bad in front of viewers.
- Export result 1:40
Once you pick a sheet, it downloads as a CSV that opens in Excel, and negative values already come with formatting applied.
- This is purely a usability improvement to an existing feature, not new functionality — the underlying crosstab export capability hasn't changed.
- The exported file is a CSV despite opening into Excel, not a native Excel file.
Reach for this whenever you're publishing dashboards to Server or Online that viewers will want to export data from — and use it as a reminder to name your worksheets sensibly before publishing.
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- 5 July 2026 at 09:38
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- 5 July 2026 at 09:41 · by Tim Ngwena
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