3 Replies Latest reply on Sep 26, 2018 6:05 AM by Okechukwu Ossai

    Clone an excel in Tableau

    Manuel Sanchez
    Manuel Sanchez Sep 26, 2018 3:52 AM

      Hello everyone,

       

      I have a little problem with Tableau Desktop (v 2018.2.0). I need to clone a Excel report in Tableau with the same format. In the datebase i have the KPIs but i don´t know how to create the text rows. I don´t attach the package workbook because is empty yet, but i attach the image of the excel that i´m trying to clone in Tableau.

      The measures are in the database and the dates too, my problems are the rows with the titles Option A, Option B, etc... because i haven´t a dimension with this information.

      The measures that i have are disaggregment and i have 1 measure for each cell, i mean i have the measure Option A Date 1, Option A Date 2, Option A Date 3, Option B Date 1....

      Sin título.png

      Someone can give me a hand? Thanks a lot

        • 1. Re: Clone an excel in Tableau
          Naveen B
          Naveen B Sep 26, 2018 4:09 AM (in response to Manuel Sanchez)

          Hi Manuel,

           

          if my guess is right your data looks like below

           

           

          Connect to Excel and Pivot the data

           

           

          You will get a view like below

           

           

          and then create a calculated field like below

           

          To extract Option

           

           

          To Extract Dates

           

          Arrange your view like below

           

           

          and enable the column grand totals from analysis tab

           

          hope this helps plz mark this answer as correct or helpful to close the thread

           

          BR,

          NB

          • 2. Re: Clone an excel in Tableau
            Manuel Sanchez
            Manuel Sanchez Sep 26, 2018 4:28 AM (in response to Naveen B)

            Hello Naveen and thanks a lot for your fast reply!

             

            My explication was very bad, sorry, i need to clone that excel but i don´t get the kpis from excel, i get it from Oracle, so i haven´t the pivot field names. That was my question, can i create that pivot field names (option A, B, C, etc) in Tableau?

             

            I´m thinkng in something like create a group with some specific measures and use it like dimension but i don´t know if this is possible or not.

             

            Thanks again for your help,

            • 3. Re: Clone an excel in Tableau
              Okechukwu Ossai
              Okechukwu Ossai Ambassador Sep 26, 2018 6:05 AM (in response to Manuel Sanchez)

              A good starting point will be to understand your current data structure.

              How many fields are in your Oracle Database and what are their names?