KNOWLEDGE BASE

Using Custom SQL with Flat Data Sources


Published: 17 Sep 2014
Last Modified Date: 19 Nov 2015

Issue

How to use custom SQL when connecting to Microsoft Excel, Access or text data sources.

Environment

  • Tableau Desktop 8.2 and later
  • Microsoft Excel
  • Text Files

Resolution

  1. From the Home page select Connect to Data.
  2. Select Microsoft Excel.
  3. In the Open dialog box, select the desired Excel file.
  4. Click the down arrow next to the Open button in the dialog box and select Open with Legacy Connection.
  5. On the left hand side of the Data pane, click New Custom SQL.

Cause

The ability to create a data connection with custom SQL to a flat data source is functionality that is not currently built into the product.
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