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.
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?
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 | ||||||||
---|---|---|---|---|---|---|---|---|
A | B | C | D | E | F | |||
2 | ID | Cust ID | Cust Name | Invoice | Amount | Type | ||
3 | AB123 | 100 | John Smith | 1 | 20 | GL Report | ||
4 | BA123 | 101 | Jane Doe | 2 | 30 | GL Report | ||
5 | CD850 | 102 | Peter Smith | 3 | 50 | GL Report | ||
6 | AB123 | 100 | John Smith | 1 | 30 | GL Report | ||
7 | ||||||||
8 | Table 2 | |||||||
9 | ID | Amount | Month | Settlement | Type | |||
10 | AB123 | 70 | Jan 2022 Dep | SET010222 | Credit Card | |||
11 | BA123 | 10 | Feb 2022 Dep | SET020222 | Credit Card | |||
12 | ZA123 | 50 | Jan 2022 Dep | SET020322 | Credit Card | |||
13 | ||||||||
14 | What I Want | |||||||
15 | Type | |||||||
16 | ID# | Cust ID | Cust Name | Month | GL Report | Credit Card | ||
17 | AB123 | 100 | John Smith | Jan 2022 Dep | 20 | 70 | ||
18 | BA123 | 101 | Jane Doe | Feb 2022 Dep | 30 | 10 | ||
19 | CD850 | 102 | Peter 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?