2 Replies Latest reply on Aug 2, 2017 4:36 PM by Jonathan Drummey

    What is the best way to output a summarised result (transition data) so that another workbook can retrieve/extract it?

    Christopher Lee

      Would like to seek some advice on this requirement.

       

      I have a workbook 1 to read a file (be it a local Excel file or a SQL file) and generate a summarised total (by categories). I have another workbook (workbook 2) to read another file and generate a similar summarised total from it. How do I store these 2 sets of totals so that my third workbook can retrieve from them to generate and show the grand totals of these 2 sets of data?

       

      Running on Desktop version, I could manually output the summarised totals to 2 local files (.mdb) and let the third workbook to read from them.  But, how do I automate this process?

       

      If I move forward by publishing all the workbooks to (the same) Tableau server, where should the 2 sets of summarised totals be stored and in what available file format so that the third workbook which is already published in the Tableau server can retrieve from?

       

      Thank you.

      Chris