1 Reply Latest reply on Jan 15, 2014 9:40 AM by Tracy Rodgers

    How to load Hierarchical data in a spreadsheet to Tableau

    Manish Bhatt

      Our customer data source is a big excel sheet with hierarchical data aggregated at each level.I have attached sample data in attached xls. I have gone through following KB article.

      http://kb.tableausoftware.com/articles/knowledgebase/preparing-excel-files-analysis


      I am  aware that we need to clean source xls file so it contains only raw data records and not aggregated amount. But since data volume is very high, it is impossible to clean it manually. When data is hierarchical and in large volume, what is the best way to make it Tableau friendly? Can it be handled within Tableau via Calculated field. We have tried Tableau Excel Add in and it always throws an errorHow to load Hierarchical data in a spreadsheet to Tableau


      Any help will be highly appreciated.


      Cheers

      Manish