Is there a way of putting two pivot tables together? - excel

Question

So I've got two tables - one that hold premium data for insureds and one that holds claims data for insureds.
The commonality between them is a Deal number (D #).
On the premium table each Deal may have several layers though, so you could have Deal 1234 Layer 1 as this table shows (note deal # 11517 which has two layers):
D # Layer Annual Premium
3414 1 $320,000
9742 1 $632,454
16126 1 $675,000
21795 1 $2,100,000
5233 1 $165,756
5849 3 $611,538
23785 1 $1,770,833
11517 1 $840,000
11517 2 $135,400 *****
Then you have the claims table which looks like this (note deal 11517 is only listed once, but it's very possible for each deal to have multiple claims - see: 16535):
Deal Yr D# Paid Indemnity Paid Expense Incurred
2007 16535 $2,375,000 $162,634 $2,537,634
2007 16535 $7,125,000 $- $7,125,000
2006 10194 $3,839,575 $66,967 $3,906,541
2006 11517 $685,940 $124,139 $810,079
2006 13465 $2,126,242 $- $2,126,242
2006 11412 $10,000,000 $15,709 $10,015,709
2006 12313 $85,525 $- $85,525
2006 13688 $6,216,817 $100,576 $6,317,393
2006 13942 $236,669 $17,317 $253,986
So the question is, how do I put these table together without duplication. I've tried doing a vlookup on deal # but I end up getting duplicate claims figures for deals with multiple layers, or I get multiple premium figures if I go the other way.
I've tried making a premium table pivot to get a rolled up premium per deal # and a claims pivot to get a rolled up claims figure for deal #, but I don't know how to get them both on the same sheet... any thoughts?

Answer 1

Try this. Copy and paste your Claims table and then go choose Remove Duplicates under the Data tab. Choose the D# column only. This will give you a table with unique deal numbers.
Now delete the other columns and replace them with SUMIFS formulas. E.g.
=SUMIFS(Claims[Paid Indemnity],Claims[D '#],[#[D '#]])
=SUMIFS(Claims[Paid Expense],Claims[D '#],[#[D '#]])
=SUMIFS(Claims[Incurred],Claims[D '#],[#[D '#]])
Add one more column for the Annual Premium and use the appropriate formula:
=SUMIFS(Premiums[Annual Premium],Premiums[D '#],[D '#])
If you want to connect these tables and use them in pivot tables, then create a table with just the unique deal numbers and then load all three tables into your data model and create relationships like this: