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Typically Use Cases:: Pivot Table From Multiple Sheets

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34 views9 pages

Typically Use Cases:: Pivot Table From Multiple Sheets

Uploaded by

hlel imen
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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Copyright Commerce Curve www.commercecurve.

com

PIVOT TABLE FROM MULTIPLE

Typically use cases:


If you are in a situation where you have data tables spread across multiple sheets and want to run a P
do so if each of the tables have a common denominator.

Example:
A Financial Analyst has information on customers, products and sales in separate excel tabs.
The Financial Analyst wants to find out the sales quantity by product and by gender.
The product sales listing does not have gender and the customers sales listing has gender but does n
Therefore, the goal is to combine the customers, products, and sales data into one Pivot Table to anla

Formula explanation:
1. Select the data on each tab and create a table in each sheet (e.g. tblSales)

2. Select any of the tables, and go to Insert>Pivot Table. Check on "Add this data to the Data Model".

3. Go to Analyze>Relationship.
4. Select "New" from Manage Relationships.

5. Select "tblSales" on Table, and "tblProducts" on Related Table. Then, Select "Product ID" on both C

6. Select "New" again.


7. Select "tblSales" on Table, and "tblCustomers" on Related Table. Then, Select "Customer ID" on bot

8. Once the Pivot Table is created, select "All" from PivotTable Fields.
9. Put "Product Type" from tblProducts in column, "Gender" from tblCustomers
T TABLE FROM MULTIPLE SHEETS

ltiple sheets and want to run a Pivot Table on the data there is a way to

in separate excel tabs.


and by gender.
les listing has gender but does not have product.
data into one Pivot Table to anlalyze.

dd this data to the Data Model".


n, Select "Product ID" on both Column and Related Column.

hen, Select "Customer ID" on both Column and Related Column.


lCustomers into Rows, and "Quantity" from tblSales into Values.

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