But you can create the flow with dummy file names and then rename your actual files using a bat file to match those in the flow. If your files are not text based like Excel files, The solution is a bit more tricky. Run the bat file and your output will contain all the data. Now save the flow and add as many sales files as you want in to the folder. We can fix this by adding a filter to exclude the string ‘Category’ from Category Field. type Sales*.csv>Input.csvĬall "C:\Program Files\Tableau\Tableau Prep 2018.3\scripts\tableau-prep-cli.bat" -t "C:\Automation\Wildcard_Workaround.tfl"Īdd sales data for 2 months in to the folder and run the bat file, you will see that your output contains data for the second month as well, but the headers are included in data. Now, create a batch script that writes contents of all sales files in to ‘Input.csv’ and execute the flow. Please note that the clean step is empty now, but we need it later. For more information, see Union files and database tables in the Input step. In web authoring you cant create or edit input unions but they are supported in flows published from Tableau Prep Builder. I am calling my flow as ‘Wildcard_Workaround.tfl’. Note: In Tableau Prep Builder, you can union multiple files or database tables from a single data source in the input step using a wildcard search. Create a flow like below that generates ‘Output.csv’ from ‘Input.csv’. Create a copy of ‘Sales_2018_Jan.csv’ and call it ‘Input.csv’. Sales_2018_Jan.csvįirst step is to create a flow that uses a dummy input file. We want to create a flow that combines all the files automatically for further analysis. While waiting for Tableau’s fix, how can we workaround this issue? It turns out that all it take is a two line batch file.Ĭonsider a scenario where sales results are received monthly in its own file. This is a known issue and there is an idea submitted by Owen Price to fix this. If you are using Tableau Prep for long enough, you might have run in to an issue where the new files are not picked up by the wildcard union. So, to find in which weeks the budget target wasn’t reached for either value or volume, we need to create two separate joins and then bring the results together.Update: With the release of Tableau Prep 2018.3.3, Wildcard union files are refreshed automatically and the workaround mentioned in this post is no longer required. all join clauses should be true at the same time to get an output. Multiple clause joins in Tableau Prep evaluate the data based on an AND condition, i.e. However, in this case, we need to join the sales report table with the budget table to only to return the weeks where the budget target wasn’t reached for either value or volume. To create the second output for this challenge, we need to use the multi-join functionality again, as in the Step 6 above. Step 11: Identifying weeks where the budget target wasn’t reached To conclude this step, we need to change the data type of the Week field to Number (whole) to make sure it matches the Week field in the sales report table. This will keep only the actual week’s number in the Week field now. In this calculation, we say that our delimiter is '2020_', and we want to go from the end of the string and extract all characters before the first appearance of our delimiter (that’s why we use '-1' in the calculation). To avoid creating duplicated fields, let’s write the following calculated field that I called Week (same as the current field) so the calculation’s result replaces the original Week field: TRIM ( SPLIT (, "2020_", - 1 )) Now we need to update the Week field so it’s just a week’s number, for example ‘1’ instead of ‘2020_1’. To do so, click on the three dots icon in the Type field header, and select Clean > Make Uppercase. Let’s start with changing the case for the Type field to uppercase so it matches the Type field in the sales report table we worked on earlier.
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