Table of Contents • • • • • • • • • • • Creating a pivot table using Data Model The following figure shows parts of three tables that are in a single workbook. Each worksheet is in the same workbook, just shown in the separate window. The worksheets are Orders, Customers, and Regions. Every worksheet has a table and I have also named these 3 tables as Orders, Customers, and Regions (to keep it organized). The Orders table contains information about product orders. The Customers table contains information about the company’s customers and the Regions table contains regional information. Using these three tables we shall create a pivot table, using the Data Model.

I have a Pivot table in excel that is using a raw table as its data source. This pivot table is doing a bunch of grouping and summing of rows. I'd like to now use the result of this new pivot table as the data source for a new pivot table which will further modify this data. Learn how to summarize, sort, and analyze your data in using one of the most overlooked features in Microsoft Excel for Mac 2016: pivot tables.

If you look at the tables closely, you will find that the Orders and Customers tables have the CustomerID column as common, and the Customers and Regions tables have the State column as common (download the working file to see the common things). We shall use these common columns to form relationship among the tables.

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Read More: One to Many Relationships Notice that the relationships between the tables are “one-to-many”. For every row in the Orders table, there is exactly one corresponding row in the Customers table, and that row is determined by the CustomerID column. Similarly, for every row in the Customers table, there is exactly one corresponding row in the Regions table, and that row is determined by the State column. Note: A pivot table created using the Data Model has some restrictions, when compared with a pivot table created from a single data table. Most notable one is: you can’t create groups. In addition, you can’t create calculated fields or calculated items. Our goal in this example is to summarize sales by state, by region, and by year.

Notice that the sales and date information is in the Order table, the state information is in the Customers table, and the region names are in the Regions table. Therefore, we shall use all these three tables to create our target pivot table. Here is the step by step process we have used to create the pivot table: Step 1 Select any cell within the Orders table and choose Insert ➪ Tables ➪ Pivot Tables.

The Create PivotTable dialog box will appear. Step 2 Choose the data that you want to analyze and Choose where you want the PivotTable report to be placed – these two options will be as it is. Select the Add This Data to the Data Model check box and click OK. Select the Add This Data to the Data Model check box and click OK. If you look at the PivotTable Fields task pane (on the right side of the newly created worksheet), you will find that it is a bit different as this time we’ve selected to work with Data Model. The task pane contains two tabs: Active and All.

The Active tab lists only the Orders table and the All tab lists all the tables in the workbook. You can take any table under the All tab to the Active tab. To take the Customers table under the Active tab, activate the All tab, right-click the Customers table, and choose Show in Active Tab from the options. Then do the same for the Regions table.

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The following figure shows the Active tab of the PivotTable Fields task pane. Customers and Regions tables are expanded to show their column headers (field names). I have also changed the configuration of the task pane (task pane layout). To get this change, click on the Tools control and from the drop-down menu, I’ve chosen Fields Section and Areas Section Side-by-Side. Note: If you forget to set up the table relationships in advance, Excel will prompt you to do so when you will try to add a field to the pivot table from a different data table.