6 Replies Latest reply on Jan 20, 2019 12:55 PM by Michael Gillespie

    Excel Data in Tableau

    Robert Kroener

      Hi there,

       

      Is Tableau able to read excel data which has e.g. a formula/calculation in the background (e.g. instead of having a number (4) in a cell there is a calculation like (=A1+A2) resulting an output in the cell of 4)?

      What steps do I have to take, to enable Tableau to work with such data?

       

      Many thanks and regards

       

      Robert

        • 1. Re: Excel Data in Tableau
          Jim Dehner

          Good morning Robert

          Excel and Tableau are fundamentally different - excel is cell based - tableau is daa based oriented - so the answer is no

          you can load the data and probably reshape data but will need to recreate any calculations using Tableau commands which are similar but not the same

           

          see the training videos at Tableau Training: View Training Courses

           

          Jim

          If this posts assists in resolving the question, please mark it helpful or as the 'correct answer' if it resolves the question. This will help other users find the same answer/resolution.  Thank you.

          • 2. Re: Excel Data in Tableau
            Michael Gillespie

            Robert:

             

            There are 2 ways to interpret your question.

            1) Can Tableau extract the calculation from a cell in Excel and use THAT?  This is more or less what Jim is answering.

            2) Can Tableau get the RESULT of a calculation in a cell in Excel, or do you have to do something like "paste values" to allow Tableau to read the result?

             

            For question 2, the answer is, Tableau will happily read the result of any calculation in a cell and use that as the value it imports into Tableau.

             

            Which question is your question?

            • 3. Re: Excel Data in Tableau
              Robert Kroener

              Hi Jim,

               

              many thanks for your answer. Is the  same true for a case where there is just made reference to another cell (instead of having a number in the cell it is wrtiten in the cell: =E1)?

              • 4. Re: Excel Data in Tableau
                Jim Dehner

                Hi Robert

                 

                Tableau works on dimensions (think like an entire column in excel) and measures ( the values in the rows of that column) - so if you had 2 dimensions (columns A and B) and wanted to add them together A + B

                will add the 2 values together not just for one "Row" but for every row (the form in Tableau is actual sum(A) + sum(B)

                 

                It is different and can be confusing

                 

                see below  - there is one dimension (Product category - it has 3 members - in excel you would make 3 separate columns)

                there are also 2 measures Sales and Quantity -

                the values in the table are the total Sales or Quantity for the 3 product categories in the data set -

                there are actually several thousand records that are added together - each record is a sales transaction by customer, date, and product)

                 

                In excel you would list all the transactions and do Sumifs()   type of calculations to get the totals and then a vlookup to move the totals to a summary sheet

                 

                 

                It takes some practice and some training - I came to Tableau from Excel -  also need some training - stat at the site Tableau Training: View Training Courses

                 

                 

                Jim

                If this posts assists in resolving the question, please mark it helpful or as the 'correct answer' if it resolves the question. This will help other users find the same answer/resolution.  Thank you.

                • 5. Re: Excel Data in Tableau
                  Robert Kroener

                  Michael:

                   

                  it is the second questen which refers to my problm. Are there any additional actions needed to wot with this data in tableau or is it the same importing process as in any other case?

                  • 6. Re: Excel Data in Tableau
                    Michael Gillespie

                    Now that the forums are back up I can answer you!

                     

                    Nope, nothing special you have to do to get Excel data into Tableau.

                     

                    Once it's THERE, however, take Jim's guidance as to how to work with it.  Tableau and Excel have superficial similarities but they are not the same too, and you have to think about calculations differently.

                     

                    Best of luck, and keep asking questions!