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Connecting to two Excel workbooks

I have an analyst asking if it's possible to connect to two different Excel workbooks. It doesn't look possible, but I wanted to ask anyways. If anyone has any recommendations, please send them my way.

Comments

Two Excel workbooks in one Tableau workbooks? Certainly - you can use Data -> Connect to Data (Ctrl-D) to add as many data sources as you like to a Tableau workbook. Every sheet in your workbook can use a different data source. Dashboards can be used to present results from different independent sources on one page.

Two Excel sheets in one Tableau data source? When setting up your Excel Workbook Connection, select "Multiple Tables" and set up a Table Join to define how the sheets interrelate.

Does that fit your needs, Connelly?

Sorry, but this just does not work (Tableau 3.5). May I suggest a 'BUG" report page - which, may not be a bug, though it can look like one to a user for whom the simplistic directions do not work at all ? Thanks.

Hi, could you clarify what you are trying to accomplish? It sounds to me like you are trying to connect to two Excel workbooks. What is not clear is whether you are trying to connect to the two workbooks so you can use them on a single worksheet in Tableau or if you just want to pull data from two Excel workbooks into one Tableau workbook.

Each worksheet in a Tableau workbook can be connected to a different data source. For example, you may have one sheet connected to an Excel workbook, another sheet connected to a SQL Server database, and finally a third sheet connected to another Excel workbook. You can make these connections by selecting: Data > Connect to Data. When you add a new data connection, a new worksheet is created in Tableau for that connection. You can then combine the sheets into a Dashboard if you want to see all these views together.

Tableau also supports database joins, which means you relate data from two different tables (or worksheets in an Excel workbook) so you can use the data from both of them in a single view in Tableau. For example, if you have a sales worksheet that has information about the products sold and another worksheet that has the return status for each product, you can join the worksheets so you can see how much sales revenue was actually returned. You can join tables by selecting Data > Tables or by selecting the Multiple Tables option when you are first connecting to the data. Just search for "Joins" in the Tableau Online Help to learn more.

Finally, Tableau does not support combining data from two workbooks (or data sources in general) into a single Tableau view. This is a feature request that we've heard in the past and we are considering it for future development.

If you are still having trouble, please feel free to respond with more details on what the problem is. Also you can contact support directly if you think you've found a bug or need more specific help.

Hope this helps!