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PDF, image, PowerPoint and View Data exports
How to get views out of Tableau Desktop: Print to PDF (and why a single sheet loses its filters), copying versus exporting an image, Export as PowerPoint with static slides per sheet or story point, and the View Data window's scopes, tabs and Download rules.
View and share workbook data: Share a workbook (for example, twbx as a PDF or an image, publish to Tableau Server); View and export underlying data; Export to Microsoft PowerPoint.
~7 min read · 6 practice questions ·
What the exam expects
- Print a worksheet or dashboard to PDF, and know which Print to PDF options change the output.
- Choose between Worksheet > Copy > Image and Worksheet > Export > Image, and pick the image format.
- Predict what File > Export as PowerPoint produces for worksheets, dashboards, hidden sheets and stories.
- Open View Data from a mark, the Analysis menu or the Data Source page, read its tabs, and know what Download exports.
- Recognize the Tableau Server and Tableau Cloud Download menu as the browser counterpart of these Desktop exports.
Key terms:
- Print to PDF: the Desktop command that saves views as a PDF file instead of a printed copy.
- Export Image: saves a view as a reusable BMP, JPEG, PNG or SVG file with chosen elements.
- Export as PowerPoint: turns selected sheets into static PNG images on separate slides.
- View Data window: a table of the rows and columns behind a mark, a view or a data source table.
- Summary tab: the View Data tab showing the dimensions that define the view and the aggregated measures.
Key facts
Single sheet to PDF
- Detail
- Filters are not included; export a dashboard holding the sheet instead
Show Selections
- Detail
- Keeps view selections in the PDF
Copy > Image
- Detail
- Clipboard image: BMP on Windows, TIFF on macOS
Export > Image formats
- Detail
- BMP, JPEG, PNG or SVG
PowerPoint slides
- Detail
- Static PNG images, one sheet per slide; story points each a slide
PowerPoint and filters
- Detail
- Currently applied filters are reflected; hidden sheets can be included
PowerPoint dashboard size
- Detail
- Fixed Size > PowerPoint (1600 x 900)
View Data default rows
- Detail
- 10,000 in Desktop; 200 in Tableau Cloud and Tableau Server
View Data Download
- Detail
- All data of the selected tab, not only displayed rows; no custom sort
Data Source page View Data
- Detail
- Move and sort only; no download
Published view Download menu
- Detail
- Image, Data, Crosstab, PDF, PowerPoint, Tableau Workbook
Sources for this section (4)
- Why does Print Scaling not change an exported PDF?
- When does a Paper Size of Unspecified apply, and what does it do?
- Why might SVG be a poor choice when exact Tableau fonts matter?
- What does clearing Show Aliases do to a View Data download?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Tableau Desktop Foundations pack
- Core concepts
- Exam traps
- Worked scenario
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- All 26 lessons of the Tableau Desktop Foundations guide, with reading progress
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