Are all the sheets in the same Excel workbook? If so, then you can join the tables. The following KB provides further information on how to do this:
Hope this helps!
I have many, many spreadsheets: 1 per month and client, for 25 diferent customers, during two years. That means, to analyze 1 customer, I have 24 different spreadsheets I should manage inside Tableau. And to make things even worse I should compare the yearly performance of diferent customers. That is 48, 60 or even more spreadsheets.
To avoid this burden I tried first to aggregated the data to 1 spreadsheet per year and client, with 60 to 90 thousand records per sheet and 12 sheets inside the Excel book, but MS Excel and Tableau began to have very slow responses .
That is the reason I´m trying the data importing of monthly spreadsheets and agregate them inside Tableau. Any hint on this approach?
Did you ever get this figured out? Facing the same problem now with Tableau SW v8.0 and multiple spreadsheets in different files....I don't want a join, I really need a union of all data.
You can union from the same workbook, but you may want to look at rdbmerge as a way to get everything on one sheet from multiple sheets and workbooks: RDBMerge, Excel Merge Add-in for Excel for Windows
That's great, Alex, thanks for posting it!
Thanks but this really doesn't fit the use case.
I have several separate workbooks (separate files) all containing data from varies timeframes, regions, segments, etc. I need to keep the separate files and I need Tableau to automatically combine all data under one 'data source' where the analytics are performed on. I really can't have an out-of-band step to 'merge'. Edits are occuring on these spreadsheets daily, but the format is always consistent.
Other than using Custom SQL Tableau is not able to union tables together, and even then the Custom SQL will only union tables from a single data source. You'll need to create a federated data source. Here's how I'd go about an Excel-only solution:
- Create a workbook that has a linked worksheet for every worksheet of the original. There are various instructions online on how to do this.
- In Tableau, create a Custom SQL query that UNIONs those worksheets together.
- Create a Tableau data extract of that SQL query (to get around performance issues caused by using Excel as your data source).
RDB is a fantastic piece of software - even things like being able to add in the filename as a column can be a lifesaver.