Our walk-through Power Tools: Desktop continues this week with a look at the Workbook Merge feature. So far in this demo video series, I’ve highlighted different methods for increasing performance. Today’s video, however, will vary slightly as we look into the most efficient way to combine your workbooks. Let’s get started!

Multiple Reports

One of the many benefits of working with Tableau is the ability for users to build their own individual reports. If you are part of a large team or organization, this is where it can be a bit tricky. You’re not able to operate autonomously when working in a constant collaboration with others or perhaps you and another team member unintentionally create similar reports. The Workbook Merge function on Power Tools: Desktop can combine these efforts.

Sharing the Workload

What we want to do is move a version of an already built dashboard and add it to another workbook, all without having to recreate it. Workbook Merge was developed for this very scenario.

Workbook Merge allows you to combine workbooks from multiple users in an easy to use drag-and-drop option. You’ll be able to create brand new workbooks and select specific dashboards, worksheets and more to bring over into your newly created workbook. After you make those selections, you can easily publish to your new project in Tableau Server.

Start Your Power Tools Collab!

If you haven’t already, head over to our Power Tools: Desktop page and download your free trial. If you love it, and we think you will, get in touch with us and we can set you up with the full Power Tools for Tableau suite to start revolutionizing your data!

See you next time!