Creating joins between multiple Excel files [Trial user]

tableaucommunity@tableau.com — Thu, 13 Mar 2014 03:17:38 GMT

Hi there,

I'm evaluating Tableau at the moment and I'm having difficulty in creating joins between multiple Excel files. If I put all of the Excel worksheets into a single Excel file it all works well, relationships are even auto-assigned correctly, but I cannot for the life of me get multiple Excel files (working as individual connections) working.

I've had a search and the only real solution presented is to combine everything into one sheet, but given I'm evaluating Tableau prior to purchase, it's a bit concerning that I can't even make joins between a few Excel docs.

For the record I am trying to do a fairly layered set of joins.

It uses 4 tables with the following fields:

Table 1:

Date (dimension), profit (metric)

Table 2:

Date (dimension), Customer ID (dimension), revenue (metric)

Table 3:

Customer ID (dimension), CustGroup (dimension)

Table 4:

CustGroup (dimension), CustName (dimension)

I’ve gone and mapped the relationships between Date in tables 1 &2, Customer ID in tables 2 & 3, as well as CustGroup in tables 3 & 4. With that theory I was hoping to be able to pull in Date from Table 1 and CustName from Table 4 to create a crosstab and data to play with, but to no avail.

Is there some silly thing I'm not doing, is there a technical constraint stopping this, or is what I'm doing just illogical?

Thanks!

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Creating joins between multiple Excel files [Trial user]