2 Replies Latest reply on Jun 12, 2013 12:46 PM by Aishwarya Balamukundan

    Multiple formatted excel files in Tableau

    Aishwarya Balamukundan

      I have a master excel file that I am currently working with in tableau.  I have a  another excel file which is basically a formatted report. I need to import this into tableau and integrate it with my other excel.

       

      I read through Preparing Excel Files for Analysis | Tableau Software, but it did not solve my problem.

       

      Any suggestions/thoughts will really help ! Thanks!

        • 1. Re: Multiple formatted excel files in Tableau
          jon.bearscove

          It seems like there could be one of three different scenarios here:

           

          1.  Your formatted report has the same columns as your existing Tableau worksheet.

          2.  Your formatted report has one or more columns that match, and the rest is different from your Tableau worksheet.

          3.  Your formatted report is completely different than the Tableau worksheet, and would be used to make different visualizations to add to a single dashboard composed of different data extracts.

           

          What might help answer your question is depending on how similar or different your two data sets are.  For example, I'm always adding additional data to my existing worksheet by right clicking on my data source, hovering over Extract, then clicking on Add data from file.  This is different than say, #2 above where there would have to be some relationships between the two data sets to use both.

           

          Since my worksheet and the 'report' have the same columns it simply gets sucked right up into my existing data set.  If it were even slightly different, this wouldn't work without some prep work.

          • 2. Re: Multiple formatted excel files in Tableau
            Aishwarya Balamukundan

            Thanks for your reply Jon.

             

            Yes, I have one column that matches, and others are different. Since the columns are not matching, I guess some work is required to extract the data.

             

            Thanks again!