1 Reply Latest reply on Oct 26, 2016 5:17 PM by diego.medrano

    Regarding automating an excel file

    Sagar M



      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.


      Thanks in advance.