How To Create Pivot Table From Multiple Tables In Excel
How To Create Pivot Table From Multiple Tables In Excel - There are a lot of affordable templates out there, but it can be easy to feel like a lot of the best cost a amount of money, require best special design template. Making the best template format choice is way to your template success. And if at this time you are looking for information and ideas regarding the How To Create Pivot Table From Multiple Tables In Excel then, you are in the perfect place. Get this How To Create Pivot Table From Multiple Tables In Excel for free here. We hope this post How To Create Pivot Table From Multiple Tables In Excel inspired you and help you what you are looking for.
Creating Pivot Tables from Multiple Tables in Excel
Pivot tables are powerful tools in Excel that allow you to summarize and analyze large datasets. While creating a pivot table from a single table is straightforward, you can also create them from multiple related tables. This is particularly useful when your data is organized in a relational format, where information is spread across multiple tables to avoid redundancy and improve data integrity. This approach leverages Excel’s Data Model, effectively creating a mini-database within your spreadsheet.
Understanding the Need for Multiple Table Pivot Tables
Imagine you have two tables:
- Orders Table: Contains information about customer orders, including Order ID, Customer ID, Order Date, and Total Amount.
- Customers Table: Contains information about customers, including Customer ID, Customer Name, City, and Country.
You want to analyze the total order amount by customer city. Simply creating a pivot table from either table alone wouldn’t provide the desired information. You need to link the two tables together using the common field, “Customer ID,” and then create the pivot table from this combined data.
Prerequisites
Before you begin, ensure the following:
- Excel Version: You need a version of Excel that supports the Data Model (Excel 2013 and later).
- Data is in Tables: Your data must be formatted as Excel Tables. Tables offer several advantages, including automatic range expansion and structured referencing. To convert a range to a table, select the data and go to Insert > Table. Give each table a descriptive name (e.g., “Orders” and “Customers”) using the Table Design tab.
- Relationships Defined: There must be at least one common field between the tables to establish a relationship. In our example, the “Customer ID” field links the Orders and Customers tables. The column names do *not* have to be identical, but the *data* within the columns *must* match up (e.g., be a numeric ID in both).
- Clean Data: Ensure your data is clean and consistent. Inconsistent data (e.g., different date formats, typos in IDs) can lead to inaccurate results in the pivot table.
Steps to Create a Pivot Table from Multiple Tables
- Load Tables into the Data Model:
For each table:
- Select any cell within the table.
- Go to the Insert tab and click PivotTable.
- In the “Create PivotTable” dialog box, select “From Table/Range.”
- Important: Check the box “Add this data to the Data Model.”
- Click OK. A new sheet will be created with a blank PivotTable.
- Activate the Relationships Feature (if not already):
If you haven’t created a pivot table from multiple tables before in your current Excel session, the “Relationships” button may not be visible by default.
- Go to the “Data” tab on the Ribbon.
- Look for a group called “Data Tools”.
- If you see a button labelled “Relationships” proceed to step 3. If not, proceed with the following steps.
- Click on the “Get & Transform Data” dropdown button (it may be labelled “Get Data” in some versions) and then choose “Get Data from Other Sources”, then select “From Other Sources”.
- In the “Data Connection Wizard”, select “Microsoft Query” and click “OK”.
- In the “Choose Data Source” dialog box, you do not need to select anything, simply click “Cancel”.
- Excel will show a warning message that the data source is empty. Click “OK”.
- Excel will open the “Microsoft Query” dialog box. Close it by clicking the “File” menu and then selecting “Exit”.
- Click “No” to discard the query.
- Now, the “Relationships” button should appear in the “Data Tools” group on the “Data” tab.
- Create Relationships:
- Go to the Data tab.
- Click the “Relationships” button in the “Data Tools” group.
- In the “Manage Relationships” dialog box, click “New.”
- Table 1: Select the first table (e.g., “Orders”).
- Column (Foreign): Select the column in Table 1 that represents the foreign key (e.g., “Customer ID”).
- Related Table: Select the second table (e.g., “Customers”).
- Related Column (Primary): Select the column in the Related Table that represents the primary key (e.g., “Customer ID”).
- Excel will automatically detect the relationship type (usually “Many to One”). Ensure it’s correct.
- Click OK.
- Repeat this process for any other relationships between your tables.
- Close the “Manage Relationships” dialog box.
- Build the Pivot Table:
- Go back to the PivotTable sheet (created in Step 1).
- In the PivotTable Fields pane, you’ll now see both of your tables (“Orders” and “Customers”).
- Expand each table to see its fields.
- Drag the desired fields to the appropriate areas in the PivotTable Fields pane:
- For example, drag “City” from the “Customers” table to the “Rows” area.
- Drag “Total Amount” from the “Orders” table to the “Values” area.
- Excel will automatically aggregate the data based on the relationship you defined.
- Customize the Pivot Table:
- Value Field Settings: By default, the “Total Amount” will likely be summarized as “Sum of Total Amount.” You can change this by clicking the dropdown arrow next to the “Total Amount” field in the “Values” area, selecting “Value Field Settings…”, and choosing a different calculation (e.g., Average, Count, Max, Min).
- Grouping: Group date fields (e.g., “Order Date”) by year, quarter, month, etc., to analyze trends over time. Right-click on a date in the PivotTable and select “Group.”
- Filtering: Use the filter options in the PivotTable to focus on specific subsets of data (e.g., filter by country, product category).
- Sorting: Sort the data in the PivotTable to quickly identify the highest or lowest values.
- Formatting: Apply number formatting to the “Total Amount” field to display currency symbols or adjust the number of decimal places.
- Design: Use the PivotTable Design tab to change the layout, style, and colors of the PivotTable.
Important Considerations
- Data Model Limitations: While powerful, the Data Model has limitations. Very large datasets can slow down performance. If dealing with truly massive data, consider using a dedicated database system and connecting Excel to it.
- Relationship Types: Excel primarily supports “One-to-Many” relationships in its Data Model. While it *can* handle “Many-to-Many” relationships, it typically requires an intermediate table (a “junction table”).
- Error Handling: If the relationship isn’t properly defined or if there are inconsistencies in the data, the pivot table may produce incorrect results. Always double-check the relationships and validate the data.
- Refreshing the Pivot Table: If you make changes to the underlying data, you need to refresh the pivot table. Go to the PivotTable Analyze (or Options) tab and click the “Refresh” button. You can also set the pivot table to automatically refresh when the file is opened.
- Hidden Rows/Columns: Pivot tables can sometimes hide rows or columns automatically based on filters or grouping. Make sure you are aware of any hidden data that might be affecting your analysis.
Example Scenario
Let’s illustrate with a detailed example:
Table 1: Products (Name: `Products`)
| ProductID | ProductName | Category | UnitPrice |
|---|---|---|---|
| 101 | Laptop | Electronics | 1200 |
| 102 | Mouse | Electronics | 25 |
| 201 | T-Shirt | Clothing | 20 |
| 202 | Jeans | Clothing | 60 |
Table 2: Sales (Name: `Sales`)
| SaleID | ProductID | Quantity | SaleDate |
|---|---|---|---|
| 1 | 101 | 2 | 2023-10-26 |
| 2 | 102 | 10 | 2023-10-27 |
| 3 | 201 | 5 | 2023-10-27 |
| 4 | 101 | 1 | 2023-10-28 |
- Convert both ranges to Excel Tables (Insert > Table) and name them `Products` and `Sales`.
- Create a PivotTable from the `Products` table, adding it to the Data Model.
- Create a PivotTable from the `Sales` table, adding it to the Data Model.
- Go to Data > Relationships > New.
- Table: `Sales`, Column (Foreign): `ProductID`, Related Table: `Products`, Related Column (Primary): `ProductID`. Click OK.
- Create a new PivotTable (or use one of the existing ones and clear its fields).
- Drag `Category` from the `Products` table to the “Rows” area.
- Drag `Quantity` from the `Sales` table to the “Values” area.
The resulting pivot table will show the total quantity sold for each product category. You can then add `ProductName` to the “Rows” area (nested under `Category`) or the “Columns” area to further analyze the data.
Conclusion
Creating pivot tables from multiple tables in Excel is a powerful technique for analyzing data that is stored in a relational format. By using the Data Model and defining relationships between tables, you can easily combine data from different sources and create comprehensive summaries. Understanding the steps involved and the key considerations will help you leverage this functionality to gain valuable insights from your data.
763×327 create pivot table multiple sheets excel from exceltable.com 
1024×677 create pivot table multiple tables excel elcho table from elchoroukhost.net 
1536×1247 excel create pivot table multiple sheets from www.statology.org 
736×414 create pivot table multiple worksheets excel from www.pinterest.com 
568×442 create pivot table multiple files excel cabinets matttroy from cabinet.matttroy.net 
581×668 create pivot table multiple worksheets excel cabinets from cabinet.matttroy.net 
1024×675 data analysis create muliplte pivot tables flash from www.advanced-excel.com 
944×708 guide create pivot table multiple pivot tables excel from dashboardsexcel.com 
512×382 create pivot table excel multiple worksheets cabinets from cabinet.matttroy.net 
570×442 ways create pivot table multiple sheets excel excelgraduate from excelgraduate.com 
977×718 create pivot table multiple worksheets ms excel from basicexceltutorial.com 
1242×1026 create pivot table multiple worksheets from worksheets.decoomo.com 
686×386 create pivot table multiple sheets excel cabinets from cabinet.matttroy.net 
944×708 guide create multiple pivot tables data source from dashboardsexcel.com 
1158×835 create pivot table based multiple tables vrogueco from www.vrogue.co 
750×422 pivot table multiple excel sheets from www.hubsite365.com 
640×484 excel pivot table tutorial cabinets matttroy from cabinet.matttroy.net 
694×709 merge pivot tables excel quick steps from www.exceldemy.com 
480×360 create pivot table multiple sheets excel comprehensive from morioh.com 
1280×720 multiple pivot tables excel printable from tupuy.com 
860×692 microsoft excel excel combine tables pivot table from programmatic.solutions 
1280×720 pivot table multiple excel sheets public content network from www.pcn-channel.com 
700×471 create pivot table multiple sheets excel from worksheets.clipart-library.com 
1034×545 create pivot table multiple tables calendar from calendarprintabletemplates.com How To Create Pivot Table From Multiple Tables In Excel was posted in July 13, 2025 at 6:39 pm. If you wanna have it as yours, please click the Pictures and you will go to click right mouse then Save Image As and Click Save and download the How To Create Pivot Table From Multiple Tables In Excel Picture.. Don’t forget to share this picture with others via Facebook, Twitter, Pinterest or other social medias! we do hope you'll get inspired by ExcelKayra... Thanks again! If you have any DMCA issues on this post, please contact us!