6 Replies Latest reply on Mar 10, 2015 10:10 PM by Kaitlyn Desai

Merge Two Excel Files in Tableau

Kaitlyn Desai Mar 10, 2015 1:39 PM

I have a dataset that is too large for one excel file. I have split this into two excel files (1H 2014 & 2H 2014) thus it comes from the same source with identical columns.

Is there a way to append these files into one set in order to analyze in Tableau? (ie I would like to see a graph from 1/1/14 to 12/31/14).

1. Re: Merge Two Excel Files in Tableau

Venkata Krishna Mar 10, 2015 2:14 PM (in response to Kaitlyn Desai)

Did you try putting it on 2 different sheets and then append the data. Also check this link and see if it helps

http://kb.tableau.com/articles/knowledgebase/joining-excel-worksheets
Like Show 0 Likes(0)

Actions
2. Re: Merge Two Excel Files in Tableau

Kaitlyn Desai Mar 10, 2015 2:18 PM (in response to Venkata Krishna)

Thanks for your response - it is too large to be in the same workbook on different sheets. I have to use two different workbooks - any ideas of this?
Like Show 0 Likes(0)

Actions
3. Re: Merge Two Excel Files in Tableau

Venkata Krishna Mar 10, 2015 2:44 PM (in response to Kaitlyn Desai)

Connect to both the excels as 2 different data sources and then go to edit relationships from the data menu and merge the data. Hopefully this should work.
Like Show 0 Likes(0)

Actions
4. Re: Merge Two Excel Files in Tableau

Noah Salvaterra Mar 10, 2015 7:49 PM (in response to Venkata Krishna)

If you create an extract of the first file, you can right click the datasource and select Extract>Append Data From File...

Select the workbook that isn't yet a part of the view and click open.

That ought to do it. If not, maybe the tabs in the workbooks need to have the same name.

N.
Like Show 2 Likes(2)

Actions
5. Re: Merge Two Excel Files in Tableau

Tableau kumar Mar 10, 2015 7:58 PM (in response to Kaitlyn Desai)

Check whether the following approach will help you?

How can show the Data when data is located 3 different sheets in the single XL Workbook - Data Appending

How can show the Data when data is located 3 different sheets in the single XL Workbook

Procedure:

Below are the XL sheets, where having data for 3 Countries in 3 Sheets.

1) All 3 Sheets are located in single XL Workbook.
2) Connect XL workbook (Sheet 1) to Tableau.
3) Then Extract the Data.

4) Connect to the Same XL workbook Sheet2.

5) Define the Relationship Between DB1 & DB2. Then Right click first DB Extract, click on "Append data from data source". Then refresh Extract

6) Now we are having data fro 3 Countries (Which are located in 3 XL sheets in 1 Workbook.)

Best Regards
Laxman Kumar
Like Show 0 Likes(0)

Actions
6. Re: Merge Two Excel Files in Tableau

Kaitlyn Desai Mar 10, 2015 10:10 PM (in response to Noah Salvaterra)

Thank you! The data extract worked - but you do need the sheets in the separate workbooks to have identical names for anyone else who is interested!
Like Show 0 Likes(0)

Actions