Installing the Tableau Add-In for Reshaping Data in Excel

Often, the data in an Excel file is formatted in a way that is not optimized for Tableau. To get the most from Tableau using an Excel data source, you must reformat the Excel file as raw data. Use the Preparing Excel Files for Analysis article to help reformat the Excel file. If you have followed the suggestions from that article and believe that you still have data formatted in a way that doesn't take full advantage of Tableau's full functionality, you can use a Tableau add-in for Excel to help you further reshape your data.

Important: The Tableau add-in is an unsupported and undocumented tool provided by Tableau. Make sure to back up your data before using this tool.

Step1

Download the Excel add-in that is attached to this article.

Step2

Go to the location you downloaded the Tableau add-in, open the tableau_data_tool.zip file, and then double-click the file to install the add-in.

Step3

Open Excel.

Step 4

Click the File tab, click Options, and then click Add-Ins.

Step 5

In the Manage box, select Excel Add-ins, and then click Go.

Step 6

In the Add-Ins dialog box, verify the checkbox next to the Tableau add-in is selected, and then click OK.

Step 1

Download the Excel add-in that is attached to this article.

Step 2

Go to the location you downloaded the Tableau add-in, open the tableau_data_tool.zip file, and then double-click the file to install the add-in.

Step 3

Click the Microsoft Office button, click Excel Options, and then click Add-Ins.

Step 4

In the Manage box, select Excel Add-ins, and then click Go.

Step 5

From the Manage drop-down list, select Excel Add-ins, and then click Go.

Step 6

Select the checkbox next to the Tableau add-in, and click OK.