Powerpivot - Combining Multiple Tables And Calculating Across Them
Sep 7, 2013
I'm trying to figure out whether or not something is possible in power pivot. I'd like to load two tables into powerpivot and then set up formulas that create calculated values across the two tables.
Here's a simplified description of what the tables look like. [URL] .........
The pivot table should join the two tables on Month and Category and allow me to create calculated values across the cost category, like this. Note it's filtered to a single cost category right now: [URL] .......
In this view it's filtered to all cost categories but i'd be looking to still maintains the right count of members (i.e. it doesn't inflate the numbers from duplicate records as you might get if you were to join the two tables in a sql database): [URL] ....
The actual tables I would use are quite a bit larger (too large for excel without pp), and have quite a few more of each type of category.
Would something like this be possible to do in powerpivot without having to do some data prep work in another app to join the two tables together?
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Mar 22, 2014
I threw together some sample data, just to test things out. It's very basic, one table of "Customers" and another table with the 50 US State's and their corresponding abbreviations. In the "Customers" table, there is a column of state abbreviations, and in the "States" table there is a column of state abbreviations as well. I have a relationship set up between these two in PowerPivot.
Each "Customer" in the "Customers" table has a unique "User ID". In some states, there are multiple "Customers" (User ID's).
When I try to pull a PowerPivot Table off of these tables, it's showing me all the states as being associated with every user ID. It looks correct if I just pull in the "States" column and the "User ID" column from the "Customers" table...
image1.jpg
But as soon as I drag in the "Full State Name" column from the "States" table, it screws up the PowerPivot Table and shows all the state names being related to the state abbreviations, and all the User ID's as being related to all the states. (This isn't the full image of the table, only part of it, since the full image would be too large).
image2.jpg
I'm used to doing everything with VLOOKUP's, and seldom used PivotTables at all in the past. But it was my understanding that these new PowerPivots would eliminate much of the need for VLOOKUP's.
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Nov 27, 2012
I am trying to create one giant pivot table from 3 different tables. I have been playing around with power pivot but can't create any relationships since my data is duplicated or something. I have three tables, each of which have a few columns that are the same- date, account, description and amount. The three tables are comprised of 3 bank statements from Mar-Oct. What I want to do is basically pivot the three tables so that I can list account by date for all of the entries in the 3 tables, however each of my tables may have duplicate dates such as:
Table 1
DateDate DetailCB AccountTranslationTransaction
2012.042012.04.02IN TRANSITFunds to be released(211.41)
2012.042012.04.02NETAutomatic investment(7,164.27)
2012.042012.04.0212030Client Payment211.41
2012.042012.04.0212030credit card receivable (Cielo)1,684.00
2012.042012.04.0212030credit card receivable (Cielo)1,862.26
2012.042012.04.02N/Aavailable balance0.00
Table 2
DateDate DetailCB AccountTranslation Transaction
2012.042012.04.02NOT DETERMINEDTO BE CONFIRMED WITH LUCIANA - INVESTMENT IN (649.63)
2012.042012.04.0312030RECEIVED FROM SUPPLIER 78.84
2012.042012.04.03NETTRANSFER CHECKING TO CORPORATE CHECKING (100.00)
2012.042012.04.03NETTRANSFER FROM INVESTMENTS 250.00
2012.042012.04.0412030RECEIVED FROM SUPPLIER 17.68
2012.042012.04.0512030RECEIVED FROM SUPPLIER 337.90
Is there a way for me to connect these two tables so that I can pivot by 2012.04 and show the sums of transactions by CB Account?
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Apr 10, 2014
I have 10 workbooks that each contain a table of data. Each table is consistent in format and headings.
I need to group all 10 tables into one big table. I do not want to merge or combine data just simply have all the data in one master table.
Previously I have used named ranges and arrays to copy them in but this seems cumbersome and thought there must be an easier way to do it.
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Jul 1, 2013
Using Excel 2010. I'm writing a macro that sets up a workbook to be used for estimating at the beginning of a project. In the code I need to create multiple tables (formerly known as "lists") in the workbook. Then later in the code I need to refer back to those newly created tables. Currently, the code that creates the table is part of a loop that creates the table on many different worksheets. The problem of course, is that I have to name the Table, and then it won't create a table of the same name on the next sheet. Then, later in the code, I need to make adjustments to the table that was just created before looping to the next sheet.
Is there a way to create a table without giving it a constant name? Or by giving it a name that builds off of other info in the sheet? For example, I would be good with the naming the table after the sheet name: "Sheet1_Table" or such.
Code:
Sub Auto_Open()
'
Dim sht As Worksheet
If Range("A1") = 1 Then
[Code].....
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Dec 22, 2013
I have to use data tables to calculate Net Present Value (NPV) by altering specific variables.
How to use the data tables function under the what-if analysis.
My sheet and calculations are all set up
But for the life of me i cant figure out how im going to tell excel that im changing for example wage costs and not fixed assets when trying to asses the NPV.
Ive done it manually by altering the figures on the Inputs and Data Sheet.
My NPV calculation is on the Workings and calculations sheet.
The data tables i have done manually are on the Inputs and Data sheet.
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Aug 20, 2008
I have a file with numerous data tables that slows down the file significantly due to it's large size. I would like to set the calculation method to Manual, but also be able to manually turn the tables on and off so that they don't slow the file down when I hit F9 to calc. Is there a formula or method to accomplish this? BTW, I can't use VBA.
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Aug 17, 2008
i am trying to make a spreadsheet up which will calculate and sort out teams in a league table for my local football team. basically, i have around 6 teams in the league and they need to be sorted via: points, then goal difference, then goals scored and then by the match between the two teams if still equal. I have managed to work out how to get excel to calculate all of the numbers of wins and losses and goals scored, etc but cannot find how to rank the teams in order regarding how i just explained.
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Jan 6, 2009
I'm currently doing a survey using an excel workbook that contains multiple questions across multiple worksheets using radio buttons linked to certain cells.
I have around 400 workbooks coming back to me, so what i want to do is take specific values from across many worksheets within each workbook and combine them into a large master table in a seperate workbook.
I've tried using VBA, but not being very proficient at it i've hit a brick wall with that, so i'm hoping that there is an easier way to do it than what i'm currently pursuing.
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Nov 14, 2013
I have a column in powerpivot that has Products total amounts. Some of them are negative amounts but I want them to be positive. How would I write an IF statement for it? I want it to say " If Division amount column is a negative, then multiply by -1 but it is a positive , leave it as a positive" .
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Aug 25, 2014
I'm looking for a formula for use in powerpivot, that can convert the following formula (I do not wanna use any VBA, only generate a caluculated column in powerpivot, based on a formula)
[Code] .....
The formula checks for 3 different values, and returns a status code for each. If no match is found it returns "no match".
The formula looks for the criteria (1234 or 1857201 or 1857206) in column2 (item) and writes a status code in column3 (output). At the same time it also checks for simular order numbers (column1). So the same status code is present for all order-number rows. (If a match in column2 / item is found)
See the excample in regular excel here: [URL] ....
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Aug 2, 2014
I have created a calculated column in PowerPivot and inserted a formula that worked in a normal excel spreadsheet however, this formula does not work in PP anymore.
=find("green",Table1[Name],1)
Name column:
NAME: Bag green
it should find "green" in the name and return the position. Hoever it alway returns the error, that the find function could not find the string.I have attached an example spreadsheet.
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Jan 23, 2014
I have a database with a list of transactions with multiple fields, including:
Customer ID
Store ID
Item ID
Date
Price
I am wanting to add a calculated field that displays the first (or MIN) Date from the date column, looking at all of the orders where the customer ID, store ID, item ID and price are the same.
In the attached file I have shown what I currently have, as well as a solution using a helper column, and formulas I would use if I wasn't using powerpivot.
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Dec 27, 2012
I have a list of part numbers which repeat when there are multple prices they were sold at. For each unique part number I need one median price. The list if of about 500 parts but with the various different prices the file is 3700 rows. How can i do this quickly? For each unique part number I need one median price.
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May 26, 2014
Is it possible to combine the following three formulas into one formula?
=IF(AND(H5>59,(I5<5),(J5<15)),("Close Out"),(""))
=IF(AND(H5>59,(I5<15),(J5<5)),("Close Out"),(""))
=IF(AND(H5>55,(I5<10),(J5<3)),("Close Out"),(""))
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Nov 11, 2009
I have attached a sample spreadsheet for your review. I think I need to combine multiple IF statements into one single statement. See column I:
There is currently a formula in Column I that looks at Column H and computes a ROUND formula based on this information. Unfortunately, this formula only works if Column J says "MB". If Column J says "Minutes" then I need Column I to compute with this formula: =IF(H2<30,0.5,ROUNDUP(H2/60,1))
How can I combine this with the current formula to get what I am looking for? Here is the current formula (for MB): =IF(H2<0.125,0.125,ROUND(H2,4))
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Dec 28, 2012
I have a list of data elements listed row by row with headers
last 4 of SSNFull Nameschool_codeterm_beginterm_endSchool Rep NameEmail
1111 Jim smith 00104600082012 082016 school reptestemail@hotmail.com
2222 Jane Doe 00104600082012 082016 school reptestemail@hotmail.com
3333 justin justin00104600082012 082014 school reptestemail@hotmail.com
4444 Joe Joe 00104600082012 082016 school reptestemail@hotmail.com
5555 Jake Jake 00104600082012 082016 school reptestemail@hotmail.com
What I need to do is to get all 5 rows into one row and duplicate the headers so row 1 has all fire rows of information one column after the next comlumn. If I can't duplicate the headers easily and can just aggregate the data into one row in cell by cell that fine.
Sample document attached for review
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Oct 24, 2013
I need to combine multiple sheets in to one sheet. Each sheet has a column with unique identifiers but other columns have different data. The model is attached.
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Mar 12, 2014
I have a userform that has the same type information on 3 different entities (name, address, phone, etc). The same research is required on each one i.e. you need to look up the zip code for each). Therefore I have a bank of buttons on each page of the multipage form. Each button does the same thing depending on which page you are on. The following is my code to copy some information and open another application depending on which page you are on and which type entity.
My question is how can I combine these into one so my module is not 3' long.
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Oct 23, 2008
I was wondering if you could help me combine a load of Macros (Theirs about 20, but I've only put two here)The code I have is this...
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Aug 17, 2009
A member of my team has created numerous templates in Excel 2007 for various customers. Each template has some columns that are identical for each (Cust Name, for example), and some columns are unique to each customer. I want to combine all of these individual templates into one Excel workbook and be able to click (select from a dropdown list) the customer name, and have only those columns that pertain to that customer appear. Select another customer name, different columns appear, and so on. Is this possible to do in Excel 2007? [This is my first post, so please forgive any offenses if my question is too long.]
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Mar 9, 2009
I have multiple WB's all with the same format in a single folder. I need a button to copy all the text from each WB into a single Master WB that has the same format. There are 3 sheets in each client WB corresponding to three sheets in the Master WB. Each client WB has a number of rows (or none) on each sheet and when they are copied to the Master they need to paste consecutively and into the corresponding Master sheet.
Something like this:
Copy rows from [WB1].Sheets 1, 2 and 3 (starting at a:4, columns A-Q). Then paste to corresponding [MasterWB].Sheets 1, 2 and 3 (at a:4, columns A-Q) then repeat with Next Book.
I hope thats clear enough. The Client WB's are all named "stats [name].xls" with 1 hidden sheet (to populate lists) and 3 sheets named "POC", "ISS" and "ECS" repectively. The Master WB is named Stats.xls with the same sheet names as the Client WB's.
The following code was written for me by a helpful member of this forum but it only copies the first sheet of each Client WB. When i tried to duplicate and modify it to copy the second and third sheets I could not get it to copy from the second/third sheets and it meant 3 buttons/3 steps/3 times the confusion.
Sub Report()
a = 1:
st:
If Sheets(5).Cells(a, 1) = "" Then GoTo endd
Path = Sheets(5).Cells(a, 1).Text
If Dir(Path) = "" Then
w = MsgBox(Path + " Is Not A Valid Path / File", , "REPORT")
a = a + 1: GoTo st
End If
If there is anyone who could help me with this I would very much appreciate it. I am only a basic user of Excel and VBA is still new to me. Adding modules and understanding basic commands is as much as I know at the moment.
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Jun 22, 2009
Not really sure what I want to accomplish is called but here's a description:
I've got a file with 2 columns
Column A Column B
C53445002558-001--104
C53445540.00
C53455002558-003--105
C53455540.00
C53465540.00
C53475002558-003--105
C53475760.00
C53485002552-002
C53485002558-003--105
C53487294.00
C53495002558-003--105
C53495540.00
What I want is the following:
C53445002558-001--1045540.00 ....
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May 18, 2006
I have two spreadsheets of 27,000+ rows each.
Each one consists of user data for each time they logged onto our systems. The problem is that there is one row for each login. There are anywhere from 1 to 20 (or so) rows per user. I need to turn that into a spreadsheet with one row for each user.
In theory, the problem shouldn't be that difficult. Each user has a unique user ID, and the only math that's required in the merge is a simple adding of numbers from three columns to give a single total for each user.
So far, the only workaround I've been able to come up with is using the subtotal function based on the unique user ID which will at least isolate each user and total up their usage statistics. But it still leaves me with the problem of deleting the now uneccessary extra rows by hand, and then pastin the data back into a new sheet. Using vlookup, I think.
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Jul 19, 2006
I have an excel file that contains 93 tabs, all with the
same type of information, and I need to take the information from each
tab and combine it so that it has all the information from all 93 tabs
in one.....without having to copy and paste each tab,
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Apr 9, 2013
I have a HUGE spreadsheet (1,000,000 rows) that contains a series of reports. The first row of the report contains all of the report identification numbers. The next 20-50 rows contains the report details, all in column A. Then the report ends with a cell in column A containing "[report_end]" and then on the next row the next report begins.
I would like to compress the report details all into a single cell in column A so that there is only one row for each report, sort of like this:
AA | BB | CC | DD
xyz
123
[end_report]
AA | BB | CC | DD
xyz
123
[end_report]
becomes:
AA xyz 123 [end_report] | BB | CC | DD
AA xyz 123 [end_report] | BB | CC | DD
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Jun 29, 2014
I need to combine data from multiple tabs into one tab. I can have up to 5 tabs with data that starts in column B. The number of rows will be different each time.
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Jul 26, 2007
would anyone be able to write the code that will combine the data from all rows from all worksheets within a workbook. i've struggled with this one....
here is the deal:
all worksheets have the same columns and column headings but differnet amount of row counts. the width of the sheets is to Column "M" or "13" and there are no blank columns.
There is no need to have the columns headings repeat within the compiled worksheet.
the amount of worksheets will vary depending on when i run it so it will not be able to use specific naming conventions.
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Mar 11, 2008
I have multiple sheets within a workbook, where the sheetnames will always be changing.
Inside of these worksheets there is data that will be different, the starting cell of the range is allways the same and the number of columns is constant. The number of rows changes. I need a code that will go to each worksheet, define and copy the range on that sheet and paste it onto a summary sheet, in order.
I would like to collect all the data and put it onto one sheet.
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Apr 15, 2008
I receive a monthly report containing a list of people, and how much is being paid for certain services. The company that sends me this list is preparing to adjust their rates and it will be retroactive back a few months.
The way they plan on doing it is by means of taking a credit back several months, then "re-paying" the correct rate. The main data will include the month for which the payment (or credit) is being made, the person's unique identifier, as well as the amount.
Here's a sample of what it would look like:
Name, ID, Month, Amount
John Doe, 123, 04012008, 25.00
John Doe, 123, 03012008, -20.00
John Doe, 123, 03012008, 25.00
John Doe, 123, 02012008, -20.00
John Doe, 123, 02012008, 25.00
So basically the above shows they paid $25.00 (correct rate) for April 08, then they took back $20.00 the prior two months (the old rate) and paid the correct rate right afterwards.
In what I need to do, this is going to be a lot of work. Is there a way to programatically merge the amounts given the member's unique ID as the "key field" as well as the same month? So it might look like the following:
Name, ID, Month, Amount
John Doe, 123, 04012008, 25.00
John Doe, 123, 03012008, 5.00
John Doe, 123, 02012008, 5.00
Just giving the sum of the amounts for a the given people in the same month?
I'm pretty good with VBA but this one is stumping me.
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