If you want to union more tables that are located outside of the current folder (for Excel, text, JSON, .pdf files) or in a different workbook (for Excel worksheets), select one or both check boxes in the Union dialog box to expand your search.įor example, suppose you want to union all Excel worksheets that end with "2016" in its name outside of the current folder. The tables initially available to union are scoped to the connection you've selected. In this case, the connection is called Sales, and the connection made to the Excel workbook containing the worksheets you wanted was in the quarter_3 folder in the sales directory (e.g., Z:\sales\quarter_3).Įxpand search to find more Excel, text, JSON, .pdf data Search criteria like this will result in the union of May2016, June2016, and July2016 tables (Excel worksheets), from the selected connection. To union tables using wildcard searchĬlick Wildcard (automatic) in the Union dialog box.Įnter the search criteria that you want Tableau to use to find tables to include in the union.įor example, you can enter *2016 in the Include text box to union tables in Excel worksheets that end with "2016" in their names. The connection and the tables available in a connection are shown on the left pane of the Data source page. Search is scoped to the selected connection.
#CAN I CONNECT QUICKBOOKS TO SQUARE WITH UNIFY FOR MAC PDF#
pdf file data, you can also use this method to union files across folders, and worksheets across workbooks. When working with Excel, text file data, JSON file. pdf file names, and database table names. Use the wildcard character, which is an asterisk (*), to match a sequence or pattern of characters in the Excel workbook and worksheet names, Google Sheets workbook and worksheet names, text file names, JSON file names. Use this method to set up search criteria to automatically include tables in your union. Union tables using wildcard search (Tableau Desktop) Tip: To add multiple tables to a union at the same time, press Shift or Ctrl ( Shift or Command on a Mac), select the tables you want to union in the left pane, and then drag them directly below the first table. Select another table from the left pane and drag it directly below the first table. On the data source page, double-click New Union to set up the union.ĭrag a table from the left pane to the Union dialog box. This method allows you to drag individual tables from the left pane of the Data Source page and into the Union dialog box. Use this method to manually union distinct tables. The table names are "May2016," "June2016," and "July2016."Ī union of these tables creates the following single table that contains all rows from all tables. Supported connectors may vary between Tableau Desktop and Tableau Server and Tableau Online.įor best results, the tables that you combine using a union must have the same structure. That is, each table must have the same number of fields, and related fields must have matching field names and data types.įor example, suppose you have the following customer purchase information stored in three tables, separated by month. If your data source supports union, the New Union option displays in the left pane of the data source page after you connect to your data. To union your data in Tableau data source, the tables must come from the same connection. You can union your data to combine two or more tables by appending values (rows) from one table to another.
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