11 Replies Latest reply on Jan 16, 2019 3:39 PM by Daniel Cher

    Combine two workbooks

    Daniel Cher

      I know this is possible but I cannot figure it out.

       

      Data source 1: SalesForce. Dataset has number of units sold by sell date and account. Using this, I can calculate "# of widgets sold per region per month". Easy.

       

      Data source 2: My sales colleague sends me his Excel spreadsheet with quota (i.e., # of units that shoudl be sold) per region per month.

       

      I would like to combine the summary table from data source 1 (i.e., sales at the region-month level) with data source 2 (i.e., quota at the region-month level), combining on region and month.

       

      Tableau allows me to make summary tables (worksheets) with data appropriately summarized. How do I combine summary tables?