Excel Power Pivot Tutorials
Linking Excel Tables in Power Pivot
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.
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.
STEP 1: Select your first table. Go to Insert > Table. Click OK.
STEP 2: Go to Design > Table Name and give your new Table a descriptive name. In our example, we will name it Names
STEP 3: Select your second table. Go to Insert > Table. Click OK.
STEP 4: Go to Design > Table Name and give your new Table a descriptive name. In our example, we will name it Sales
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.
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.
For Excel 2010, go to PowerPivot > Create Linked Table.
STEP 7: This will open Power Pivot Window. Your two Tables should already be loaded there.
STEP 8: Go to Design > Create Relationship.
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.
For Excel 2010, you can do the same using the Create Relationship Dialog Box:
STEP 10: With this, our setup is complete. Now it’s time to create a Pivot Table to do our analysis.
Within the PowerPivot Window, go to Home > PivotTable.
Select New/Existing Worksheet and press OK
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:
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!
Enabling Power Pivot in Excel 2013
Power Pivot is an Excel add-in that was first introduced in Excel 2010 by Microsoft. It allows you to harness the power of Business Intelligence right in Excel.
So what is Power Pivot?
In a nutshell, Power Pivot allows you to use multiple data sources for analysis.
Power Pivot gives you the power to work with large sets of data that are over 1 millions rows!!!
You could import, merge and perform analysis on the resulting data. The beautiful thing with Power Pivot is it allows you to work on Big Data with no limitations.
Imagine getting data from multiple sources like SQL Server, Oracle, XML, Excel, Microsoft Access and analyzing these all into one awesome Pivot Table!
So how do I get my hands on this super awesome add-in…I hear you say?
The good thing with Power Pivot is it already comes with your Excel 2013, we need to enable it to start using Power Pivot.
You just need to make sure you have Office Professional Plus 2013 as either:
Office 365 ProPlus Subscription or
Excel 2013 Standalone Download
STEP 1: Go to File > Options
STEP 2: Go to Add-Ins, for the Manage dropdown select COM Add-ins. Click Go once set.
STEP 3: Check Microsoft Office PowerPivot for Excel 2013. Click OK once done.
STEP 4: You should now have the Power Pivot Tab in your ribbon menu.
Installing Power Pivot in Excel 2010
STEP 1: The first step is to check the Excel bit version that you have on your PC.
To check the bit version, you need to go and open any Excel workbook and go to File > Help and on the far right hand side you will see the Version and the bit number in brackets, either (32-bit) or (64-bit). Once you know this, close out of Excel completely!
STEP 2: You will need to click on the following link and download the Power Pivot add-in from Microsoft’s website:
Download Power Pivot for Excel 2010
STEP 3: Press the Download button and you will need to select the download bit version based on the bit system your Excel 2010 version is running (from Step 1).
If your Excel is 32-bit, pick the x86 installer.
If your Excel is 64-bit, pick the amd64 installer:
Press the NEXT button…
…and this will start the download of the add-in installer .msi file installer on your browser (if you do not see this, go to your browser’s Downloads folder).
STEP 4: Click on the .msi file to run the installer:
STEP 5: This will bring up the Microsoft Power Pivot for Excel Setup:
Click the Next button and accept the terms of the Licence Agreement and press Next again:
Click Next and select the Install button, wait for the Install to finish:
You will get the following message once your install has been completed successfully. Press Finish!
STEP 6: Open a blank Excel workbook and on the ribbon menu you should now see the Power Pivot tab:
*** IF YOU CANNOT SEE THE POWERPIVOT TAB, CLICK HERE AND GO THROUGH STEPS 1-6 TO ACTIVATE IT ***
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