Accessing your Tableau Worksheets data directly in Google Sheets is essential for flexible analysis, custom reporting, and sharing insights with your team.
Instead of manual exports, you can set up a live connection that keeps your spreadsheet updated automatically.
This guide shows you how to import your Tableau Worksheets data into Google Sheets using Coefficient.
TLDR
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Step 1:
Step 1. Install Coefficient from the Google Workspace Marketplace and connect to your Tableau account.
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Step 2:
Step 2. Select Import from… and choose Tableau, then select the Worksheets object.
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Step 3:
Step 3. Configure your import settings and pull the data into your Google Sheet.
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Step 4:
Step 4. Set up auto-refresh to keep your Worksheets data updated automatically on your preferred schedule.
Step 1: Install and Connect Coefficient
First, you need to get Coefficient for Google Sheets.
- Open Google Sheets.
- Go to Extensions > Add-ons > Get add-ons.
- Search for “Coefficient” and install it from the Google Workspace Marketplace.
Once installed, open the Coefficient add-on from Extensions > Coefficient > Launch.
In the Coefficient sidebar, click “Import from…” and find Tableau in the list of connectors. You’ll be guided to connect your Tableau account securely.
Step 2: Import Tableau Worksheets Data
After connecting, you’ll see options for importing data from Tableau.
- Select the “Worksheets” object from the available options.
- Choose the specific worksheets you want to import.
- You can apply filters, select specific columns, and preview the data before importing.
- Click “Import” to pull the data into your active Google Sheet tab.
Step 3: Set Up Auto-Refresh (Optional)
To keep your Tableau Worksheets data current, set up an automatic refresh schedule.
In the Coefficient sidebar, find your imported data.
- Click the “Refresh” button or the three-dot menu next to your import.
- Select “Schedule Refresh”.
- Choose your desired frequency (e.g., daily, hourly, weekly) and time.
Coefficient will now automatically update your sheet with the latest data from Tableau based on your schedule.
Available Tableau Objects
- Worksheets
How to Import Worksheets Data from Tableau into Excel
Accessing data from your Tableau Worksheets in Excel allows for more detailed analysis of the underlying data. Coefficient connects Tableau directly to your spreadsheet seamlessly.
This guide shows you how to import your Tableau Worksheets data into Excel using Coefficient.
TLDR
-
Step 1:
Step 1. Install Coefficient for Excel and connect to your Tableau account.
-
Step 2:
Step 2. Select Import from… and choose the Worksheets object.
-
Step 3:
Step 3. Configure filters or select fields as needed and import into your Excel sheet.
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Step 4:
Step 4. Set up auto-refresh to keep your worksheet data automatically updated.
Step-by-step guide
Follow these steps to get your Tableau Worksheets data into Excel.
Step 1: Install and Connect Coefficient
First, install Coefficient for Excel. Go to the Insert tab, click “Get Add-ins,” search for Coefficient, and install it from the store.
Open the Coefficient add-in from the Home tab. Select Tableau when prompted to connect a data source.
Log in to your Tableau account and authorize Coefficient to access your data.
Step 2: Import Worksheets Data
With Tableau connected, click “Import from…” in the Coefficient sidebar.
Select Tableau as your source. Then, choose “Worksheets” from the list of available objects to import.
You can refine the data by selecting specific fields or applying filters before clicking “Import” to add it to your Excel sheet.
Step 3: Set Up Auto-Refresh (Optional)
Keep your Worksheets data in Excel automatically updated. After importing, find the auto-refresh options in the Coefficient sidebar.
Schedule refreshes hourly, daily, or weekly. Your Excel sheet will then sync automatically with the latest data from your Tableau worksheets.
Available Tableau Objects
- Worksheets