Is that look you want ? I have used few of them for demo only .
It is called data blending, and you need to check this link out: http://onlinehelp.tableau.com/current/pro/desktop/en-us/help.htm#multiple_connections.html
1) Created all Agent files as CVS files so that I can union them
2) Connect to Text file for Agent 1, and then bring other Agent 2 and union them
3) Under Data Tab, cliick New Data Source and select your ERP data
4) Go to the any sheet, and Under Data tab, select Edit Relationship
5) Your Primary source is ERP and secondary is Agent Data
6) Agent Name is common key between them that connects both data
7) fields that has orange mark means it came from secondary data source.
I have attached sample workbook.
sample.twbx 10.9 KB
First of all thank you very much for responding.
I tried out my data in the way you suggested and it worked out well. What I finally did was connected my excel file directly to Smartsheet via the smartsheet data connector and then added the ERP data file - did a left join - and i am able to achieve the same result.
However one thing that I need confirmation (which was part of my original question) is cant we directly union smartsheet files in Tableau without making a CSV extract or an excel with smartsheet live data connector?
With CSV file, Tableau allows you to see all CSV files under the same folder on left pane and union them all without going back and forth to add each of the individually and set full join relationship for all of them. Thus with CVS type file, it is just drag and drop. I hope it clears your question.
Yes it does.