Currently I have an excel file which keeps getting updated with new data and also the existing data gets modified every month. So, I end up mapping them manually which is taking a lot of time and efforts.
To be more precise I have 'Relationship managers' (A group in Tableau worksheet) under which there are affiliates. Every month the business sends me the updated list of affiliates for each Relationship managers so I will end up grouping them manually on Tableau with the reference of the excel file which the business sends.
I was curious to know if we could automate this in anyway.