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How do I pull a sum from two tables into a pivot table?
Hello all, I am developing a user-friendly personal finance model via excel where expenses can be recorded on multiple cards (credit and debit. We all have multiple credit and debit cards, ...
Hi Amrick615
If you run a recent version of Excel on Windows, Append/Combine both Tables then build your Pivot Table from that new table. Sample attached
- Thank you for the response!
How exactly did you do this?Hi Amrick615
- Create a Connection on each Table (method 1 in https://youtu.be/sb0hmwiFM-E)
- Append both query connections (same video) and when Loading To... select Pivot Table Report (easiest way in your case):
Look at the workbook I shared > Go to Excel Data tab > Queries & Connections (the corresponding pane opens on the right) - 3 queries:
1. Connection to your Table CreditCard
2. Connection to your Table DebitCard
3. CombinedCards is the one where the above 2 are Appended
Hope this helps
