I would like to use data from two tabs of excel, the first I have been able to calculate a margin dollar number by month over time. I now want to join in the other data, which is the total amount that was purchased, and then I want to calculate between the two data sets, by month, how much we have recovered from our initial investment. Please help!!
It depends on how the two tabs are set up. Do they have similar fields? The following KB may be able to provide further information on how to import this data into Tableau and use it in a way that meets your needs: