Best Tableau Excel Integration

Get more out of your Tableau data

Sync live data to spreadsheets in one-click to automate reporting, eliminate data discrepancies, and make it easy for your team to self-serve.
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Why Coefficient?

Turn Excel into a Tableau
reporting powerhouse

All of your data, none of the work

  • Connect in one click and directly import data from Tableau worksheets

  • Get rid of CSVs and automatically import up-to-date dashboards, reports, and visualizations

  • Quickly create reports or dashboards and schedule data refreshes

tableau to excel tableau to excel

"We had to move fast, iterate, and ensure data from our BI tool and data warehouse was accessible for non-technical users."

— Evan Cover at Klaviyo

Improve data-driven decision making

  • Track key metrics and trends in real-time

  • Use live data to create more accurate forecasts and drive informed decisions

  • Easily blend Tableau data with other sources like Salesforce, Snowflake, HubSpot, Google Drive and 70 other sources

tableau visualizations in excel tableau visualizations in excel

"By opening up Excel data collection abilities, we can combine, consolidate and automate data visualizations to enhance reporting."

— Jonathan Falshaw at Schibsted

Unlock the full power of your spreadsheets

  • Provide Tableau data access to your team without paying for more seats

  • Schedule email and Slack alerts to stay updated on important changes on your spreadsheet

  • Track historical changes to your Tableau data using Snapshots

tableau data in excel spreadsheets tableau data in excel spreadsheets

"It's nice to have Tableau, it's a great tool. But anyone on my team can use Coefficient themselves without the hefty price tag."

— Evan Dunn at Rep.ai

Ready to dive in?

Connect your live Tableau data to Excel in 3 minutes.

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Import Data from Tableau to Excel

See the full walkthrough
Install Coefficient on Excel and get started 30 seconds
Launch Coefficient from the File menu. Click ‘File’ > ‘Get Add-ins’ > ‘More Add-Ins.’
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Connect to Tableau 30 seconds
Select "Import From" in the Coefficient sidebar, and login to Tableau to authorize the connection.
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Select the worksheet you'd like to import 10 seconds
Paste the worksheet URL you want to import or select a recently viewed workbook.
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Run your import 10 seconds
Click the "Import" button and your data will populate in your spreadsheet.
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Set a schedule to refresh your data 10 seconds
Use the sidebar to set the frequency and time of day for automatic data refreshes.
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Install Coefficient on Sheets and get started 30 seconds
Launch Coefficient from the Extensions menu, or click Add-ons > Get add-ons to install it from the marketplace.
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Connect to Tableau 30 seconds
Select "Import From" in the Coefficient sidebar, and login to Tableau to authorize the connection.
Video will be embedded here
Select the worksheet you'd like to import 10 seconds
Paste the worksheet URL you want to import or select a recently viewed workbook.
Video will be embedded here
Run your import 10 seconds
Click the "Import" button and your data will populate in your spreadsheet.
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Set a schedule to refresh your data 10 seconds
Use the sidebar to set the frequency and time of day for automatic data refreshes.
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We Always Keep
Your Data Secure

  • Coefficient does not save or store any of your
    data
  • Connect securely with Microsoft account
    credentials
  • Stay within the security protocols of your
    existing systems
Learn more about our commitment to data security
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About Tableau

Advanced platform for data visualization and business intelligence, enabling interactive and shareable dashboards for insightful decision-making.

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