Add lookup tables to your data sets with this resourceful add-on

Youve got data and lots of it.

Instructions in this article apply to Excel 2019, 2016, 2013, and Excel for Microsoft 365.

You dont need specialized training to developdata modelsand performcalculations.

Selecting the Options menu in Excel.

You just need to enable it before it’s possible for you to use it.

Select theManagedropdown menu, then selectCOM Add-ins.

SelectMicrosoft Power Pivot for Excel.

Excel Options dialog box.

The Power Pivot tab is added to Excel.

When you want to get up and running with Power Pivot quickly, learn by example.

These are great learning tools that provide insight into how professionals analyze big data.

COM Add-ins pup-up menu item in Excel

This tutorial uses theMicrosoft Student Data Model sample workbook.

Explore these learning resources:

Before using any dataset, clean it up.

Now its time to import your data sets into Excel and automatically create a Data Model.

Go is highlighted in the Excel Options dialog box.

A Data Model is similar to a relational database and provides the tabular data used in PivotTables and PivotCharts.

SelectData, then selectGet Data>From File>From Workbookto open theImport Datadialog box.

In Excel 2013, selectPower Query>Get External Dataand choose your data source.

Microsoft Power Pivot for Excel option

Navigate to the folder containing the Excel file, snag the file, then selectImportto open theNavigator.

go for the check box forSelect multiple items.

go for the tables you want to import.

From Workbook submenu in Get Data button menu

When youimport two or more tables, Excel automatically creates the Data Model.

SelectLoadto import the data tables into a data model.

The tabs at the bottom of the Power Pivot Window correspond to each of the tables that were imported.

Selecting a file to import.

kill the Power Pivot Window.

The data appears as a new tab in the Power Pivot Window.

SelectPower Pivot, then selectManage Data Modelto initiate the Power Pivot Window.

Select multiple items checkbox in Excel

SelectHome, then selectDiagram View.

The imported tables appear as separate boxes inDiagram View.

Drag to move the tables to a different location.

The Navigator in Excel.

Drag a corner of a box to resize it.

Drag the column heading from one table to the other table or tables that contain the same column heading.

Continue to match column headings.

Opting to load files into a data model.

SelectHome, then selectData View.

In the Power Pivot Window, selectHome, then selectPivotTable.

In theCreate PivotTabledialog box, selectNew Worksheet, then selectOK.

Power Pivot window button

In thePivotTable Fieldspane, go for the fields to add to the PivotTable.

In this example, a PivotTable is created that contains a student name and their average grade.

To sort the PivotTable data, drag a field to theFiltersarea.

A screenshot showing the data model in the PowerPivot window

In this example, Sum of Grade was changed to Average of Grade.

Experiment with the filters and sort data using the column header dropdown arrows.

Create PivotCharts

If youd rather analyze your data in a visual format, create a PivotChart.

Manage button in Power Pivot tab

In the Power Pivot window, selectHome, then select thePivotTable dropdown arrow.

A list of options appears.

A PivotChart placeholder appears on a new worksheet.

Diagram View button in View section

Go toPivotChart Tools>Analyzeand selectField Listto display the PivotChartFieldspane.

Drag fields to add to the PivotChart.

In this example, a PivotChart is created showing the average grade for classes filtered by semester.

A screenshot showing Diagram View in Excel PowerPivot

Experiment with theFiltersand sort data with the column header dropdown arrows.

A screenshot showing how to create relationships between tables in Excel PowerPivot

A screenshot showing an example of relationships in PowerPivot for Excel add-in

PivotTable button

Ok button in Create PivotTable dialog

A screenshot showing how to select data to use in a PivotTable in PowerPivot Excel

A screenshot showing how to add a value to a PivotTable in Excel PowerPivot

A screenshot showing a PivotTable that has been turned into a PivotChart in PowerPivot for Excel

PivotChart from PivotTable button

OK button in Create PivotChart dialog

Field List button in Show/Hide section of Pivot Chart

A screenshot showing how to add fields to a PivotChart in Excel PowerPivot