Do I need Power BI or Power Pivot?

pto160

Active Member
Joined
Feb 1, 2009
Messages
482
Office Version
  1. 365
Platform
  1. Windows
I am trying to use relationships or data models instead of using Vlookups, as Vlookups are slowing down the spreadsheet. 60,000 formulas for a 15,000 row spreadsheet.
I am having difficulty getting the information I want. Table 1 is named GL. Table 2 is named CreditCard. The ID is the foreign and related column key. The CreditCard range will have unique ID's.
Here is what I have.
Pivot Table.xlsx
ABCDEF
2IDCust IDCust NameInvoiceAmountType
3AB123100John Smith120GL Report
4BA123101Jane Doe230GL Report
5CD850102Peter Smith350GL Report
6AB123100John Smith130GL Report
7
8Table 2
9IDAmountMonthSettlementType
10AB12370Jan 2022 DepSET010222Credit Card
11BA12310Feb 2022 DepSET020222Credit Card
12ZA12350Jan 2022 DepSET020322Credit Card
13
14What I Want
15Type
16ID#Cust IDCust NameMonthGL ReportCredit Card
17AB123100John SmithJan 2022 Dep2070
18BA123101Jane DoeFeb 2022 Dep3010
19CD850102Peter Smith(blank)50
Sheet1


Here is what I am getting for the pivot table.
I want to add the amount for the CreditCard table and compare the GL Report to the Credit Card on the columns.
Is there a way to do this?
 

Attachments

  • Pivot Table Pic.jpg
    Pivot Table Pic.jpg
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Excel Facts

VLOOKUP to Left?
Use =VLOOKUP(A2,CHOOSE({1,2},$Z$1:$Z$99,$Y$1:$Y$99),2,False) to lookup Y values to left of Z values.

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