You can create one shared folder and save file with identifiable name and make union.
Assuming the file format is all same.
Tableau can merge the multiple files together in one Tableau file as long as multiple files are located in same folder.
For time being, you can build your report using excel/csv. Once the data is available in your DB, you can add that connection and replace your existing connection.
Thanks a lot for your reply! This makes total sense, I tried to do the Union and all the steps are clear, HOWEVER I cannot figure out how to add a second excel sheet to the "Sheets" section in tableau! Every time I want to add the sheet of the next month it automatically creates a new connection as opposed to a second sheet as in the view you sent!
If I double click on "Union", and do the search in the folder to get my second sheet, there is an error message saying that there is no other sheet to be matched although the two sheets are in the same format and have the same structure and same naming structure....
Can you help me with this?
Thanks in advance.
Thanks for this!
Lydia- My 2 cents, if you're going ahead and building the report based off spreadsheet now, and switching to DW in future, ensure the column names, table schema stay the same. Any mismatch in columns (number or naming) can break things and nightmare to troubleshoot. The same also applies when you're updating spreadsheet to update the report. File name, column names matter.
Also to Shin's suggestion, it is important to place your spreadsheet in a network drive to which Tableau Server (if you're going to publish to server) has access to. Use UNC path when connecting to this spreadsheet from desktop, build the workbook and when publishing, publish it without including external files.
Hope this helps.