I have two lists in sharepoint: one list is a customer list with customer id, name and state, the other is an order list that has a lookup column that refers to the customer id, order date and order amount. I would like to join both lists on customer id and export the joined list to excel so that I can create a pivot table that, say, lists sales by state.
I'm able to create a linked datasource using the sharepoint designer. I haven't been able to find a way to export that to excel however. Can someone offer advice?
Regards
You can do it by opening both lists in Excel.
Use Open in Excel button in the first list. It will open this list in Excel. Let Excel opened and use the same button in the second list. Excel will pop up dialog where you can choose how to open it. Choose table and new Sheet option.
After that you will have 1 excel file with 2 lists imported in it each on separate sheet.
Next step is using Relationships button in Data ribbon which allows you to join imported lists.
And the final step is to insert PivotTable (Insert - PivotTable). Use External data source option in Insert dialog - Choose Connection... button - Tables tab - and select joined table from previous step (This workbook data model section).
At the end you have Excel with Pivot table where you can drill down data using columns from both lists.
Related
I have a table on Sheet1. I want to pull in data into this table based on entry in another tab.
For example, I have a table
based on information in other tabs, I want to populate the Score column.
Can this be accomplished using SQL query or Powerquery (pseudocode- Select "Score" from other tab where Name = Jack )
I can look for events in VBA when if data is entered in the other tabs it can grab it and paste it in this table but it seems messy.
The reason I want to do this is, there are multiple tabs where people can enter their Scores. They cannot enter this in the main tab otherwise I wouldn't have a problem.
Load all datasets from your worksheet to PowerQuery and keep them as connections only (w/o loading to worksheet) except the one that you want to populate with the data in the end. After loading you can merge different datasets using selected columns as the key for joining. The result of the merge would be a table from which you could retrieve particular columns of interest.
I want to use my excel and pivot data as a template. Therefore, all linked data to pivot tables and slicers are emptied when the template is created. After generating the template my slicer setting is lost. Is there any way to make a mandatory and permanent selection for pivot tables? Can you suggest the VBA code?
I want to select different departments within my "Department (Name) Column. For instance a department named "Public Amenities" within the "public Amenities sheet.
Thanks!
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Assuming you don't even know where to start, I would suggest first you use the macro recorder to create a slicer, and select some items.
You could use something like this:
ActiveWorkbook.SlicerCaches("NameFromSlicer").SlicerItems("NameFromItem").Selected = True
To select a specific item in a previously created slicer.
And also
ActiveWorksheet.PivotTables("NameFromPT").Slicers.Add
To add a slicer. Note you will have to give the paramethers to the "Add" method.
I have one sheet that I manually enter quality scores on that looks like this
|Agent Name|Month|Quarter|Year|Quality Form|Score|
and another sheet that has production data (call times and goals)
|Agent Name|Month|Quarter|Year|Talk Time|# Calls|Call Goal|
I am trying to make a Pivot table (with slicers) that provides data that looks like this (the slicers would be for the month, quarter, year, or employee name)
|Agent Name|Score|Call Goal|
Tried messing with slicers. Tried consolidating tables. Tried using the data model. Tried using relationships (it kept telling me it needed unique values)
You could use the Power Pivot add-in to load both your tables into the Data Model (Excel -> tab "Power Pivot" -> button "Add to Data Model"), define the relationship between them (Power Pivot for Excel -> tab "Design" -> button "Create Relationship") and after that create your desired PivotTable in a new sheet (Power Pivot for Excel -> tab "Home" -> button "PivotTable").
Don't see a tab "Power Pivot"? Enable the add-in:
From the File menu, select Options, and then Add-Ins.
In the "Manage" box, select COM Add-ins, and then click Go....
Check the box next to Microsoft Office PowerPivot for Excel 2013, and then click OK.
As you mentioned already, you do need at least one of the tables to contain merely unique keys. Don't have it? Create one by combining multiple columns as a new column. Assuming each agent only occurs as a record in your tables once per month/year, you could use Power Pivot to concatenate a unique key into a new column with a formula like:
=Table1[Agent Name]&Table1[Month]&Table1[Year]
Do the same in Table 2:
=Table2[Agent Name]&Table2[Month]&Table2[Year]
Now, you can create a relationship between those 2 newly created columns and pivot as much as you want in Excel. Let us know how it works out!
I have data in powerpivot that I've modified and I'd like to place it into the workbook as a regular table (and not as a pivottable). I need this so that I can run use the table for some vlookups from another worksheet in the same workbook.
I found this answer: link which I will try and summarize with out cutting and pasting to much. This assumes you have powerpivot installed.
goto powerpivot and "import from and external source" the data you want to munge and bring back into the workbook as a table
Key here is to select the checkbox “Enable selection of multiple tables”.
when prompted at the "import data" window, pick pivot report (you won't really use this)
go back to powerpivot with the "Manage Data Model:
add a new measure below your data. something like: NRofOrders:=COUNTROWS(values(FactResellerSales[SalesOrderNumber]))+0
(you won't really use this but this seems to change the query to this table so that you can use DAX)
also add any columns that you want ( for me, this is want I wanted that I wanted to be reflected back in the workbook)
back to Excel, select the data tab, click on Existing connections and select Tables: and then pick a table from your query.
boom, you're done
(the link continues on and you should read that as it's interesting but at this point you should have powerpivot query with your modification as a table in your workbook)
The July 2014 update to Power Query (pushed out at the end of Aug) simplifies the answer. With the new Power Query Update you can pull the data into the Data Model with out having to also copy it to the Works sheet.
goto powerquery and import the data you want to munge. Use the option to just add it to the Data Model.
go back to excel and then go to powerpivot with the "Manage Data Model" button.
munge your data (add columns, whatever)
back to Excel, select the data tab, click on Existing connections and select Tables: and then pick a table from your query.
boom, you're done
In the PowerPivot window you can select the table, or elements of it, and then copy (nornal right click or ctrl +c) and paste that into your spreadsheet.
This works for reasonable amounts of data but if you try and do it with thousands of rows you may find that excel objects and falls over, based on my experience.
Vlookups kind of defeat the purpose of PowerPivot :-)
Found a great solution over on Mr Excel
(http://www.mrexcel.com/forum/power-bi/637919-extracting-static-data-powerpivot-without-pivot-tables.html)
If you are trying to get a PowerPivot table into Excel, then you can simply query it. The easiest way to set that up is to first create any pivot table based on you PowerPivot data. Then double-click the measures area to drill-through. This creates a table with a connection to your PowerPivot model. Then edit the command text by going to: Data > Connections > Properties > Definition tab > Command Text.
Change it to something like
Code:
EVALUATE Table1
I want to be able to select and reference all of the tabs in my excel spreadsheet (to get totals of everything), but the data source only allows one tab to be selected... is there a way to select and use the entire workbook in the pivot table?
Thank you!
You actually just have a data formatting problem. You're using tabs to separate devices by departments instead of simply creating a department field/column and putting everything in one tab. The data was likely delivered to you that way, but don't let the delivery format define the true working format of the data.
Combine everything in one tab, and then you'll be able to use the data in a pivot table just fine.
If you have more data than will fit in a tab, put it in a database such as MS Access, MS SQLServer or mySQL, and then tell excel to use the database as the pivot table source.
I think Jonathan M has the best answer, but here's a way to do it using SQL that I've used successfully.
I don't know any easy way of doing this, but you could write a macro to copy and paste all your existing sheets onto a single new sheet (assuming there's enough room on a single sheet).
In 2007 Multiple Consolidated Ranges isn't in the default pivot table window. You need to create your pivot table, click on it, hit Alt + D, then P. Click back to step one and you'll have the option for multiple consolidated ranges.
Select the data on any of the one sheet and hit Alt D > P. It will show you Step 1 of 3 for PivotTable Wizard. Now select Multiple Consolidation Ranges and hit Next.
Select and add different fields from different tabs and it will create a consolidated range for your PivotTable and then you can run your PivotTable based on data located on different tabs of sheet at the same time.
Hope it helps.