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Using PowerPivot
instead of VLOOKUP
Dr Nitin Paranjape
Office System MVP
The Scenario: Two tables
 We have two tables
 We want to analyze data from both tables
Transactions Table
Master tables:
Products and Countries
We need this report
 Total sales by Country (in columns) and Products (in rows)
 Problem: Pivot Table cannot be created on three separate blocks
of data.
 Solution: We have to combine all three tables into a single table
 But how?
Traditional Solution: VLOOKUP
Disadvantages of this approach
1. File size increases
2. If there are many transactions, the performance slows down
3. Workaround?
Paste as values to solve the above problems…
But it is additional work every time you add more data
Solution: Use PowerPivot
 This demo is based upon Excel 2013.
 For 2010
 menu names are different
 the procedure is also different
Prepare the data
1. Each block of data must be a Table
2. Each table must have a legible name
1. Transactions
2. Countries
3. Products
Add tables to Data Model (PowerPivot)
1. Click inside each table
2. Open PowerPivot tab
3. Click Add to Data Model

4. Repeat this for all three tables
Now all tables are visible in PowerPivot
1. A separate window opens to
show PowerPivot data
2. Three sheets contain three
tables
3. The link sign indicates these
are connected to the Excel
Tables
Now we have to create relationships
1. Relationship means informing PowerPivot about linkages between
data tables
2. It is like a database relationship
3. The only difference is that you are doing it WITHIN Excel
4. This eliminates the need to use an external database
Create relationship between
Transactions and Countries
Create relationship between
Transactions and Countries
Choose the
table Many
table first.
Many table
contains more
than one rows
for a single row
in master
table.
Create relationship between
Transactions and Products
Create a Pivot Table
Notice that this Pivot Table is different
 It shows all Tables
Create the report
Summary
 PowerPivot allows you to create relationship between two tables
 This eliminates the use of VLOOKUP
 PowerPivot can handle millions of rows with very good speed

 The file size is also reduced by using PowerPivot
 Try this with your data and see the difference

Always work on a copy of your data to prevent damaging the original file while learning
Thank you
 Read my daily blog
http://efficiency365.wordpress.com
 Post your queries on my FB page
https://www.facebook.com/groups/117666161675053/
 Follow me on Twitter @drnitinp

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Using PowerPivot instead o VLOOKUP

  • 1. Blog Using PowerPivot instead of VLOOKUP Dr Nitin Paranjape Office System MVP
  • 2. The Scenario: Two tables  We have two tables  We want to analyze data from both tables
  • 5. We need this report  Total sales by Country (in columns) and Products (in rows)  Problem: Pivot Table cannot be created on three separate blocks of data.  Solution: We have to combine all three tables into a single table  But how?
  • 7. Disadvantages of this approach 1. File size increases 2. If there are many transactions, the performance slows down 3. Workaround? Paste as values to solve the above problems… But it is additional work every time you add more data
  • 8. Solution: Use PowerPivot  This demo is based upon Excel 2013.  For 2010  menu names are different  the procedure is also different
  • 9. Prepare the data 1. Each block of data must be a Table 2. Each table must have a legible name 1. Transactions 2. Countries 3. Products
  • 10. Add tables to Data Model (PowerPivot) 1. Click inside each table 2. Open PowerPivot tab 3. Click Add to Data Model 4. Repeat this for all three tables
  • 11. Now all tables are visible in PowerPivot 1. A separate window opens to show PowerPivot data 2. Three sheets contain three tables 3. The link sign indicates these are connected to the Excel Tables
  • 12. Now we have to create relationships 1. Relationship means informing PowerPivot about linkages between data tables 2. It is like a database relationship 3. The only difference is that you are doing it WITHIN Excel 4. This eliminates the need to use an external database
  • 14. Create relationship between Transactions and Countries Choose the table Many table first. Many table contains more than one rows for a single row in master table.
  • 16. Create a Pivot Table
  • 17. Notice that this Pivot Table is different  It shows all Tables
  • 19. Summary  PowerPivot allows you to create relationship between two tables  This eliminates the use of VLOOKUP  PowerPivot can handle millions of rows with very good speed  The file size is also reduced by using PowerPivot  Try this with your data and see the difference Always work on a copy of your data to prevent damaging the original file while learning
  • 20. Thank you  Read my daily blog http://efficiency365.wordpress.com  Post your queries on my FB page https://www.facebook.com/groups/117666161675053/  Follow me on Twitter @drnitinp Blog