I am trying to compare data from my SQL database with static data from an excel workbook. The excel workbook titles match the SQL database fields. Yet when I go to edit the connections, my excel file I connected to does not list the column headings to link to my main Master Data set, which is the SQL database.
In Tableau, you must first connect to your two data sources separately -- one connection for SQL Server, and the other for your Excel data. After doing so you may build visualizations that involve both data sources, either directly in the visualization or indirectly via calculated fields or filters.
I hope this helps,