tableau - Merge/Union multiple data sources -


i've got 4 excel files have exact same columns, broken out quarter. needed because automated system can't handle large of files.

in tableau i've connected each data source , called them q1/q2/q3/q4.

how can work 1 single year?

i've explored joining, , read articles talking custom sql unions. doesn't work, seems let me union between worksheets in same workbook. they're different workbooks, , hence different data sources.

starting version 10.1, can union worksheets different excel workbooks using wildcard search feature when specify union.

nevertheless, tableau can handle large excel or csv files, other choice append multiple data files 1 long file before using tableau.

if front end tool can't generate more quarter's worth of data @ time, it's not difficult append files 1 file (with single header row) before using tableau, when using csv. there many ways this, 1 free toolset simplifies tasks csvkit http://csvkit.readthedocs.org

a second option load data database table instead of long csv or excel file.

a third option create tableau data extract 1 of files, , append data extract other files. that's least effort on part, make sure understand how extracts work bit first (and keep original files around when have rebuild extract)

there 4th option. use excel's copy worksheet command (right click on tab) combine files single excel workbook multiple worksheets (tabs). can use custom sql combine workbooks union command. require use legacy excel driver have custom sql available. not option recommend use case, work if hate other choices.


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