Excel Data
Uploading Excel Data
To upload an Excel file into Tableau, if there is already a Salesforce connection made in the workbook, make sure the data source is live.
1. Under ‘Data’, select ‘New Data Source’.
2.Under ‘To a File’, select ‘Microsoft Excel’.
3. You will be prompted to pick the data source desired.
4. If multiple sheets are in the Excel File, the same steps must be followed to drag the desired sheet into view.
5. To add another Excel File, under ‘Connections’ select ‘Add’.
6. You will be prompted to choose another Excel File. Select the desired Excel File.
7. Follow the same steps to connect the two data sources on a related field.