How to export Dashboards in PDF and PNG?

Effective communication and quick dissemination of information are crucial in today’s business environment. Dashboards visually represent important metrics, trends, and insights, allowing decision-makers to make informed decisions quickly.

Exporting dashboards in PDF or image formats helps share insights with others without requiring specialized software.

In the following steps, we’ll provide a guide to streamline the process of exporting Tableau dashboards in PDF and PNG.
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Step 1: Connect to Data

In Tableau Desktop connect to SampleSuperstore data fromTableau. 

Step 2: Create a graphic with the profit by region

Create a new sheet with Profit and Sales Trendline 

Add Sales on Columns  

Add Profit on Rows 

Add Sum (Profit) on Color 

Sort by Ascending 

Right click, go to format Format and at Lines and select Grid Line None 

Right-click on Edit Axis and delete the title of the axis 

Step 3: Create a KPI 

Create a new Sheet named Profit 

Add Profit on the Text Mark 

Go to Marks on Text and select Tableau Medium with 15 font 

Write Profit above the Profit KPI 

Step 4: Create a dashboard

→  Bring a Vertical 

Bring a Horizontal in the vertical container 

Bring a Horizontal and put a text object in this container 

Bring the KPY Profit sheet 

Bring two Blank objects 

Right-click on the title and click hide the title 

Bring a new horizontal container and put the Profit by Region on their sheet

Right-click on the title and click hide the title 

Click on the bar chart and make it an Entire view 

Step 5: PDF and Image Export

Bring a download object 

→ Right-click on the download object, select Edit, and select to be Export to as PDF 

Set the Background to None and the Font to Black 

Bring a download object 

Right-click on the download object, select Edit, and select to be Export to as Image 

Set Background to None and Font to be Black 

Step 6: Testing

Export PDF (by pressing the ‘ALT’ key and click on the export button in the editing more, or simply click the download button in presentation mode or on Tableau Server) 

Export Image (by pressing the ‘ALT’ key and click on the export button in the editing more, or simply click the download button in presentation mode or on Tableau Server) 

 

Here is the dashboard in Tableau Public:


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