Data Model an easy substitute for Vlookup

you have a data set with product, date, customer, and sales information.

A data set wth Product, Date, Customer, and Quantity.

The IT department forgot to put sector in there. Here is a lookup table that maps customer to sector. Time for a VLOOKUP, right?

A second data set is a lookup table, mapping Customer to Industry Sector. Both data sets should be formatted as a table using Ctrl+T. Use the Table Name box on the Table Tools tab of the Ribbon to assign a name such as Sectors to this table.

There is no need to do VLOOKUPs to join these data sets if you have Excel 2013 or newer. These versions of Excel have incorporated the Power Pivot engine into the core Excel. (You could also do this by using the Power Pivot add-in for Excel 2010, but there are a few extra steps.)

In both the original data set and the lookup table, use Home, Format as Table. On the Table Tools tab, rename the table from Table1 to something meaningful. I’ve used Data and Sectors.

Select one cell in the data table. Choose Insert, Pivot Table. Starting in Excel 2013, there is an extra box, Add This Data to the Data Model, that you should select before clicking OK.

As you create the pivot table, the last choice in the Create PivotTable dialog is Add This Data To The Data Model.

The Pivot Table Fields list appears, with the fields from the Data table. Choose Revenue. Because you are using the Data Model, a new line appears at the top of the list, offering Active or All. Click All.

Surprisingly, the PivotTable Fields list offers all the other tables in the workbook. This is ground-breaking. You haven’t done a VLOOKUP yet. Expand the Sectors table and choose Sector. Two things happen to warn you that there is a problem.

The PivotTable Fields pane now offers a choice at the top for Active, or All.

First, the pivot table appears with the same number in all the cells.

Something is wrong. Every industry sold exactly $6.7 Million.

Perhaps the more subtle warning is a yellow box that appears at the top of the PivotTable Fields list, indicating that you need to create a relationship. Choose Create. (If you are in Excel 2010 or 2016, try your luck with Auto-Detect - it often succeeds.)

A yellow warning at the top of the PivotTable Fields says "Relationship Between Tables May Be Needed". Choose Auto-Detect or Create.

In the Create Relationship dialog, you have four dropdown menus. Choose Data under Table, Customer under Column (Foreign), and Sectors under Related Table. Power Pivot will automatically fill in the matching column under Related Column (Primary). Click OK.

There are four settings to define a relationship. The table called Data has a field called Customer. The Related Table called Sectors has a field called Customer.

The resulting pivot table is a mash up of the original data and the data in the lookup table. No VLOOKUPs required.

The pivot table is now reporting Sector from Sheet2 and Revenue from Sheet1, thanks to the Data Model and the Relationship.

Comments

Up and Down Markers using Conditional Formatting

There is a super-obscure way to add up/down markers to a pivot table to indicate an increase or a decrease. Somewhere outside the pivot table, add columns to show increases or decreases. In the figure below, the difference between I6 and H6 is 3, but you just want to record this as a positive change. Use SIGN(I6-H6) to get either +1, 0, or -1. Select the two-column range showing the sign of the change and then select Home, Conditional Formatting, Icon Sets, 3 Triangles. (I have no idea why Microsoft called this option 3 Triangles, when it is clearly 2 Triangles and a Dash, as shown below.) With the same range selected, now select Home, Conditional Formatting, Manage Rules, Edit Rule. Check the Show Icon Only checkbox. With the same range selected, press Ctrl+C to copy. Select the first Tuesday cell in the pivot table. From the Home tab, open the Paste dropdown and choose Linked Picture. Excel pastes a live picture of the icons above the table. At this point, adju...

Indirect Function

INDIRECT is pretty cool for grabbing a value from a cell. Can INDIRECT point to a multi-cell range and be used in a VLOOKUP or SUMIF function? You can build an INDIRECT function that points to a range. The range might be used as the lookup table in a VLOOKUP or as a range in SUMIF or COUNTIF . In Figure , the formula pulls data from the worksheets specified in row 4. The second argument in the SUMIF function looks for records that match a certain date from column A. Note: Because each worksheet might have a different number of records, I chose to have each range extend to 300. This is a number that is sufficiently larger than the number of transactions on any sheet. The formula in cell B5 is: =SUMIF(INDIRECT(B$4&"!A2:A300"), $A5, INDIRECT(B$4&"!C2:C300")) Summary: You can use INDIRECT to grab data from a multi-cell range.

Create Sum that gives summary of all Worksheets in Excel

You have a workbook with 12 worksheets, 1 for each month. All of the worksheets have the same number of rows and columns. You want a summary worksheet in order to total January through December. To create it, use the formula =SUM(January:December!B4) . Copy the formula to all cells and you will have a summary of the other 12 worksheets. Caution I make sure to never put spaces in my worksheet names. If you do use spaces, the formula would have to include apostrophes, like this: =SUM('Jan 2018:Mar 2018'!B4) .

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