> ## Documentation Index
> Fetch the complete documentation index at: https://docs.curator.interworks.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Data Export

> Enable and configure multiple data export options for end-users to extract data from Curator dashboards.

There are multiple ways for end-users to export data from Curator.  The current Dashboard data-exports all utilize
Tableau's standard export functionality with some optional overrides.  Check out the options below for all available
data exports you can find in Curator.

## Export CSV/Excel

Curator supports the ability to set various options when exporting data to CSV or Excel.  This functionality is supported
in large part by Tableau's native export capabilities, but Curator allows a more seamless export experience when some
guardrails are needed.

> [!NOTE]
>
> If a Dashboard has been left open long enough for its Tableau session to expire, a CSV or Excel export can fail with
> the warning "Your selection did not have any data to export. Adjust your filters and try again." even when the
> selected worksheet does contain data and the filters are correct. The message is shared with the genuine empty-export
> case, so it does not mention the expired session. Retrying the export, or reloading the Dashboard first, resolves it.

### Enable or Disable Export to CSV / Excel

1. Login to the backend of your Curator instance (e.g. `http://curatorexample.com/backend`).
2. Navigate to the **Settings** > **Curator** > **Portal Settings** section from the left-hand menu.
3. Click on the **Features** tab and expand the Toolbar Buttons (Tableau Actions) section.
4. Toggle the switch to enable/disable Export CSV (or Export Excel) and click the "Save" button.

### Specify a worksheet when users export to CSV / Excel

If you would like to explicitly guide users to download data from a worksheet on your Dashboard (e.g. a hidden sheet
containing only the data you want them to have access to) you may find this feature very useful.

1. Login to the backend of your Curator instance (e.g. `http://curatorexample.com/backend`).
2. Navigate to the **Tableau** > **Dashboards** section from the left-hand menu and select an existing Dashboard or
   create a new one.
3. Click on the **Advanced** tab and toggle OFF the "Show Worksheet Options for Data Exports" feature.
4. This will populate a dropdown below the Show Worksheet Options for Data Exports" option called
   "CSV / Excel Worksheet Export".
5. Select your worksheet from this list.
6. Click the save button.

### Enable or Disable specifying a worksheet for export CSV / Excel

By default Curator allows users to select which worksheet to export data from (reflecting the same default behavior on
Tableau Server).  However we offer additional configuration which you can see in the previous steps above.  If you would
like to disable this feature so Curator exports the first-available-worksheet follow the steps below.

> [!WARNING]
>
> On multi-tab workbooks, disabling worksheet selection or pre-selecting a single worksheet restricts exports to that one
> worksheet regardless of which tab is currently active — end-users will not be able to export data from the other tabs.
> To allow exports from any visible tab, keep both the global "Worksheet Select (CSV and Excel Exports)" toggle and the
> per-Dashboard "Show Worksheet Options for Data Exports" toggle enabled.

1. Login to the backend of your Curator instance (e.g. `http://curatorexample.com/backend`).
2. Navigate to the **Settings** > **Curator** > **Portal Settings** section from the left-hand menu.
3. Click on the **Features** tab and expand the Toolbar Buttons (Tableau Actions) section.
4. Toggle "Worksheet Select (CSV and Excel Exports)" to enable/disable worksheet selection options globally.
5. Click the save button.

### Exporting from Tableau Stories

CSV and Excel export is supported from embedded Tableau Stories. With worksheet selection
enabled, the dropdown populates with the worksheets contained in the **active story point** and
refreshes as users navigate between story points. Selecting a worksheet and choosing CSV or
Excel exports that worksheet's data, the same as on a Dashboard.

## View Data

Frequently, users need to be able to view the underlying data within a Dashboard to get more details on the data they're
looking at.  The View Data option exposes this row-level data, and allows users to export this data as well.

> [!NOTE]
>
> The Data option in the Download menu carries a small information icon directly after the word "Data". Hovering over
> that icon (not the Data option itself) shows the hint "Select at least one sheet before the data export can start".
> Tableau does not export anything when no worksheet is selected, and it gives Curator no reliable way to detect that
> after the fact, so the requirement is surfaced next to the button label rather than as an on-screen message after
> clicking.

### Enable or Disable View Underlying Data

1. Login to the backend of your Curator instance (e.g. `http://curatorexample.com/backend`).
2. Navigate to the **Settings** > **Curator** > **Portal Settings** section from the left-hand menu.
3. Click on the **Features** tab and expand the Toolbar Buttons (Tableau Actions) section.
4. Toggle the switch to enable/disable Export Data and click the "Save" button.


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