CODEWITHSUNDEEP
tableau-apitableau-desktop
user112a2
user112a2

Reputation: 105

tableau, excel workbook, three worksheets, want data sources column in union

I have a question on Tableau Desktop. I have an excel file with three tabs: Applications, Shared Drives, Sharepoint_Libraries. I would like to union all of these tables. I would like a column called Data Source with the below values. So from Applications excel file, I would like a Data Source column in the Union which says Applications. So from Shared Drives excel file, I would like a Data Source column in the Union which says Shared Drives. Lastly, from Sharepoint_Libraries excel file, I would like a Data Source column in the Union which says Sharepoint_Libraries. How can I do this in Tableau? Do I need to edit the source excel files and add the Data Source column in each file? Or, can I create a calculated field called Data Source and use a formula to populate this information?

Data Source
Applications
Shared Drives
Sharepoint_Libraries

Upvotes: 0

Views: 252

Answers (1)

cmcau
cmcau

Reputation: 557

Tableau has a "merged mismatched fields" option for this situation.

So..

  • open Desktop
  • connect to the Excel file
  • drag over the Applications sheet
  • drag over the Shared Drives sheet and position it just below Applications until you see the "union" box appear then release your mouse button
  • repeat for Sharepoint Libraries
  • in the preview window (below) you will see the three different fields.
  • highlight the three fields that you want to merge
  • right-click and choose Merge Mismatched Fields.

Then you can rename the field accordingly :)

Upvotes: 1

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