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A business analyst needs to create a view in Tableau Desktop that reports data from both Excel and MSSQL Server.
Which two features should the business analyst use to create the view? Choose two.
Comprehensive and Detailed Explanation From Exact Extract:
To combine Excel and SQL Server data in the same logical data model, Tableau offers two supported capabilities:
Relationships
Recommended modern method for combining tables from multiple sources.
Supports cross-database relationships between Excel and SQL Server.
Maintains separate physical layers but integrates data at query time.
Cross-Database Joins
Allows joining data from different databases in the physical layer.
Fully supported for Excel + MS SQL Server.
Useful when granular row-level merging is needed.
Why the other options are incorrect:
C . Data Blending
Legacy feature, used only when no direct combination is possible.
Tableau recommends relationships instead.
Produces separate queries and may lose row-level detail.
D . Union
Requires tables to have equivalent structure.
Cannot union Excel with SQL Server unless identical column structure exists.
Not appropriate for most mixed-source reporting.
Therefore, the correct techniques are Relationships and Cross-Database Joins.
Tableau data modeling documentation recommending Relationships for multi-source modeling.
Cross-database join support list including Excel + SQL Server.