It's a union definitely, a join would only work if every customer had sales in every month.
The real solution would depend on your data file - if it's a XLS or CSV you can union in Tableau, and there will be an additional column created that contains the filename. Does the filename indicate the month at all ?
Perfect, the files are all XLSX and the file name includes the month and year and in the title, however, the column names within each file are all named the same
Awesome, then union and use the automatically created column to figure out the month.
I think you posted the same question on the Alteryx Community as well. If you have the choice, I would definitely do this in Alteryx because it would be better to solve this problem in the "data prep" area.
Tableau Prep is a perfect tool to do this.
1. Use a wildcard union to bring all tables in to the flow
2. Add a "ROWS TO COLUMNS" Pivot for Table Names
3. Write the output to file
I am attaching the packaged flow file for reference.
Multy_Table.tflx 12.5 KB