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Linking Excel Tables in Power Pivot

  When you have multiple tables, Power Pivot can help you link them together. After linking them together you... read more

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Overview

Linking Excel Tables in Power Pivot | MyExcelOnline Linking Excel Tables in Power Pivot | MyExcelOnline

 

When you have multiple tables, Power Pivot can help you link them together. After linking them together you can then create a Pivot Table that will give you a single view of data.

What we will focus on is a simple example of two Excel Tables: a Name Table and a Sales Table.

Linking Excel Tables in Power Pivot

What we want to know is how much each Employee made in Total Sales. 

You can see that each employee is uniquely identified by the ID number, which is also used in the Sales table.


Linking Excel Tables in Power Pivot | MyExcelOnline

Download excel workbookLinking-Excel-Tables.xlsx

 

STEP 1: Select your first table. Go to Insert > Table. Click OK.

Linking Excel Tables in Power Pivot

 

STEP 2: Go to Design > Table Name  and give your new Table a descriptive name. In our example, we will name it Names

Linking Excel Tables in Power Pivot

 

STEP 3: Select your second table. Go to Insert > Table. Click OK.

Linking Excel Tables in Power Pivot

 

STEP 4: Go to Design > Table Name  and give your new Table a descriptive name. In our example, we will name it Sales

Linking Excel Tables in Power Pivot

 

See also  Count Rows Using Power Query or Get & Transform

STEP 5: Select your first table. Go to Power Pivot > Add to Data Model. This will import your new Table into the Power Pivot Window.

Linking Excel Tables in Power Pivot

 

STEP 6: Select your second table. Go to Power Pivot > Add to Data Model. This will import your new Table into the Power Pivot Window.

Linking Excel Tables in Power Pivot

For Excel 2010, go to PowerPivot > Create Linked Table.

Linking Excel Tables in Power Pivot

 

STEP 7: This will open Power Pivot Window. Your two Tables should already be loaded there.

Linking Excel Tables in Power Pivot

Linking Excel Tables in Power Pivot

 

STEP 8: Go to Design > Create Relationship.

Linking Excel Tables in Power Pivot

 

STEP 9: Ensure for Table 1, you set Names = ID and for Table 2, you set it to Sales = ID.

This will set the relationship and your Sales table will be able to see the values in the Names table.

Linking Excel Tables in Power Pivot

For Excel 2010, you can do the same using the Create Relationship Dialog Box:

Linking Excel Tables in Power Pivot

 

STEP 10: With this, our setup is complete.  Now it’s time to create a Pivot Table to do our analysis.

See also  Reverse Rows Using Power Query

Within the PowerPivot Window, go to Home > PivotTable

Select New/Existing Worksheet and press OK

Linking Excel Tables in Power Pivot

 

STEP 11: This will create a new Pivot Table within your Excel worksheet.

In the ROWS area put in the Name field from the Names Table,  in the VALUES area you need to put in the Sales Amount field from the Sales Table:

Linking Excel Tables in Power Pivot

 

STEP 12: We now have the Names and the Total Sales Amount all in one Pivot Table.

We were able to link and consolidate two Excel Tables together with no need for VLOOKUP or helper columns…thanks to Power Pivot!

Linking Excel Tables in Power Pivot

Further Learning:

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