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TABLEAU PREP · REGIONAL CSV SPLIT

How to split a Tableau Prep Builder output CSV by region

Open Split by value

Turn a cleaned Tableau Prep Builder export into separate CSV files for regional sales or operations teams. The tool uses the exported CSV—not a live Tableau connection—and splits one region column in the browser.

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Related tool: Split by value

Business scenario: distribute US sales by territory

Northwind Field Services cleans July opportunities in Tableau Prep and assigns Northeast, Midwest, and West territories. The final CSV is then divided for territory directors. LocaCSV does not run the Tableau flow or read .hyper files.

  • Split field: Sales_Region
  • Output: one CSV for each of three territories
  • USD values and US-style dates remain text exactly as exported

Example input CSV

Standardize the territory labels in Tableau Prep first. Northeast and North East are different values and would create different files.

tableau_opportunities_july.csv
Sales_Region,State,Account,Owner,Revenue_USD,Close_Date
Northeast,New York,Hudson Health,Olivia Carter,128500.75,07/31/2026
Midwest,Illinois,Lakefront Supply,Ethan Brooks,94200.00,07/31/2026
West,California,Pacific Works,Sophia Nguyen,176300.50,07/31/2026
Northeast,Massachusetts,Beacon Retail,Liam Murphy,88350.00,07/31/2026

Choose a split column and preview filenames

This compact Tableau Prep export contains 8 columns and 8 sales rows. Choose a header and the CSV filenames and row counts in the ZIP update from that column's values.

Input CSV

8 rows8 columns

Sales_RegionStateStore_IDAccountOwnerRevenue_USDOrdersClose_Date
WestCaliforniaCA-014Pacific MarketOlivia Carter184500.7512607/31/2026
NortheastNew YorkNY-008Hudson RetailEthan Brooks142800.009407/31/2026
SouthTexasTX-021Lone Star SupplySophia Nguyen167250.5011107/31/2026
MidwestIllinoisIL-006Lakefront StoresLiam Murphy119600.008307/31/2026
WestWashingtonWA-011Cascade GoodsAva Johnson136400.258807/31/2026
NortheastMassachusettsMA-017Beacon CommerceNoah Williams128750.007907/31/2026
SouthFloridaFL-004Gulf Coast RetailMia Davis151900.0010207/31/2026
MidwestOhioOH-009Buckeye IndustrialLucas Martin109480.407207/31/2026
Input CSV8 rows · 8 columns
  1. Sales_Region
    West
    State
    California
    Store_ID
    CA-014
    Account
    Pacific Market
    Owner
    Olivia Carter
    Revenue_USD
    184500.75
    Orders
    126
    Close_Date
    07/31/2026
  2. Sales_Region
    Northeast
    State
    New York
    Store_ID
    NY-008
    Account
    Hudson Retail
    Owner
    Ethan Brooks
    Revenue_USD
    142800.00
    Orders
    94
    Close_Date
    07/31/2026
  3. Sales_Region
    South
    State
    Texas
    Store_ID
    TX-021
    Account
    Lone Star Supply
    Owner
    Sophia Nguyen
    Revenue_USD
    167250.50
    Orders
    111
    Close_Date
    07/31/2026
  4. Sales_Region
    Midwest
    State
    Illinois
    Store_ID
    IL-006
    Account
    Lakefront Stores
    Owner
    Liam Murphy
    Revenue_USD
    119600.00
    Orders
    83
    Close_Date
    07/31/2026
  5. Sales_Region
    West
    State
    Washington
    Store_ID
    WA-011
    Account
    Cascade Goods
    Owner
    Ava Johnson
    Revenue_USD
    136400.25
    Orders
    88
    Close_Date
    07/31/2026
  6. Sales_Region
    Northeast
    State
    Massachusetts
    Store_ID
    MA-017
    Account
    Beacon Commerce
    Owner
    Noah Williams
    Revenue_USD
    128750.00
    Orders
    79
    Close_Date
    07/31/2026
  7. Sales_Region
    South
    State
    Florida
    Store_ID
    FL-004
    Account
    Gulf Coast Retail
    Owner
    Mia Davis
    Revenue_USD
    151900.00
    Orders
    102
    Close_Date
    07/31/2026
  8. Sales_Region
    Midwest
    State
    Ohio
    Store_ID
    OH-009
    Account
    Buckeye Industrial
    Owner
    Lucas Martin
    Revenue_USD
    109480.40
    Orders
    72
    Close_Date
    07/31/2026

Generated CSV files

  • West.csv2 rows
  • Northeast.csv2 rows
  • South.csv2 rows
  • Midwest.csv2 rows

Steps in LocaCSV

  1. Run the Tableau Prep flow and save the final output as a CSV with a header row.
  2. Open Split by value and select one CSV no larger than 50 MiB.
  3. Confirm the input encoding and delimiter, then check the region labels and columns in the preview.
  4. Choose Sales_Region as the single target column. Decide whether blank regions should be exported separately, excluded, stop the run, or be replaced with a label.
  5. Choose the output encoding and delimiter, then run the split.
  6. Review input rows, output rows, excluded rows, and file count before downloading the ZIP.
Split by value

Example output after the split

The downloaded ZIP contains a CSV for each territory plus a processing-results CSV. Row order within each territory follows the input order.

  • Northeast.csv: 2 rows
  • Midwest.csv: 1 row
  • West.csv: 1 row
Northeast.csv
Sales_Region,State,Account,Owner,Revenue_USD,Close_Date
Northeast,New York,Hudson Health,Olivia Carter,128500.75,07/31/2026
Northeast,Massachusetts,Beacon Retail,Liam Murphy,88350.00,07/31/2026

Common mistakes

  • Trailing spaces create separate values such as West and West . Enable trimming only when that matches the business rule.
  • Blank territories are excluded without checking the excluded-row count. Select the blank-value policy before running.
  • More than 100 unique values exceed the Free output limit. Use a broader territory level or prepare smaller inputs.
  • A Tableau display alias is mistaken for the exported column name. Select the column shown in the CSV preview.
  • Region values contain slashes or Windows reserved names, so the safe output file name differs from the label.

When splitting the export here makes sense

LocaCSV is a good fit when Tableau has already produced a finished regional field. The CSV body, file name, headers, cell values, and split values are not sent to an external API.

  • Good fit: one CSV up to 50 MiB, one split column, no more than 100 outputs
  • Good fit: CSV using a supported encoding and comma, semicolon, tab, or pipe delimiter
  • Not a fit: running or scheduling the Tableau Prep flow itself
  • Not a fit: multi-column splits, filename templates, or more than 100 outputs in one run