1 Reply Latest reply on Aug 7, 2018 11:33 PM by Jan van Roozendaal

    Comparing Yesterdays file to todays Refresh file to find all changes

    Megan Peterson

      Hello,

       

      I am very new to Tableau,
      I have a task to alert business owners when teams leave their organization or when teams come in. To do this I extract the data in an excel file from Datameer with all teams/project names and their corresponding organization etc.

      This data gets refreshed daily.

       

      How can I use two sets of identical data (aside from the potential addition or subtraction of a few teams) and compare them against each other in tableau?

      Again, I will need to compare more than just one column to one column. I need to compare the entire sheet to the new sheet.

       

      Thanks in advance for the help!

        • 1. Re: Comparing Yesterdays file to todays Refresh file to find all changes
          Jan van Roozendaal

          Hi Megan,

           

          You could establish two data source connections to the same Excel file: one where the connection is set to 'live' so that adjustments to the file are picked up automatically, and a second instance where you create an extract of the Excel data so that you are 'locked' to one snapshot of the data at a given point in time. You can find more information on how to create and work with extracts on Tableau's Online help page about extracts: Extract Your Data

           

          Simply establish a new data source connection within your existing workbook as such:

          1.png

           

          You'll see two entries in your list of data sources on the top left of the user interface.

           

          You could simply rebuild your sheets using fields from your extract variant of the Excel data source. This way, you can compare sheets based of live data versus data last refreshed 'x days ago'.

           

          For instance, here's a sheet where I use the dimension "Status" on my Excel data source set with a live connection:

          3.png

           

          And here is a second sheet using the same dimension from the data extract:

          2.png

           

          If you have a Tableau Server environment available, you can place a refresh schedule on that data extract.

           

          Let me know if this answer helps!

           

          - Jan