+ Reply to Thread
Results 1 to 4 of 4

how to insert a vlookup into a pivot table - calculated field?

  1. #1
    Forum Contributor
    Join Date
    06-21-2009
    Location
    Toronto, Ontario
    MS-Off Ver
    Excel 2007
    Posts
    200

    how to insert a vlookup into a pivot table - calculated field?

    Please see attached picture.

    In this pivot table I've got a bunch of GL #'s. That would be the 6 digit number, 476050 etc.

    Besides this number I'd like to have a field which shows what specific GL this number is for. This text would not be part of the source data so I'd have to get it from somewhere else via vlookup. Can anyone tell me how to do this? My boss mentioned its possible and that he thinks a Calculated Field is the answer. I've tried looking that up to no avail.

    Thanks!
    Dan

    PS - I cannot modify the source.

    Pivot.PNG
    Last edited by zazzz; 01-05-2016 at 04:10 PM.

  2. #2
    Valued Forum Contributor Neil_'s Avatar
    Join Date
    04-19-2013
    Location
    Yorkshire
    MS-Off Ver
    Office 365 Enterprise E3 2013 / 2016
    Posts
    479

    Re: how to insert a vlookup into a pivot table - calculated field?

    A calculated field works on data already in the Pivot cache. Add a column to your base table and put the Vlookup there. Include this new column in your Pivot source
    Frob first, tweak later

  3. #3
    Forum Contributor
    Join Date
    06-21-2009
    Location
    Toronto, Ontario
    MS-Off Ver
    Excel 2007
    Posts
    200

    Re: how to insert a vlookup into a pivot table - calculated field?

    Quote Originally Posted by Neil_ View Post
    A calculated field works on data already in the Pivot cache. Add a column to your base table and put the Vlookup there. Include this new column in your Pivot source
    Oh yes I should've included, that's not an option. The source cannot be modified.
    We dont have to go the calculated field route btw. Any route is fine.

  4. #4
    Forum Contributor
    Join Date
    06-21-2009
    Location
    Toronto, Ontario
    MS-Off Ver
    Excel 2007
    Posts
    200

    Re: how to insert a vlookup into a pivot table - calculated field?

    I figured out a workaround. I imported the source data, along with a helper column for GL Desc, into the same workbook as the pivot table. But I still cant figure out how to add the GL Desc here. Can someone advise now? I've been able to use calculated fields for simple arithmetic (to show variances between actuals and budget) but not for vlookups.

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. [SOLVED] A pivot table field calculated using other field values as fields?
    By chrisf78 in forum Excel Charting & Pivots
    Replies: 5
    Last Post: 05-07-2015, 03:08 AM
  2. [SOLVED] Referring to a Sub-Field on Calculated Field Pivot Table Column?
    By figo12 in forum Excel Charting & Pivots
    Replies: 1
    Last Post: 01-27-2014, 02:02 PM
  3. Pivot - is it possible to do a vlookup on the calculated field?
    By cks1026 in forum Excel Charting & Pivots
    Replies: 4
    Last Post: 06-06-2013, 02:03 AM
  4. Calculated pivot table field using pivot table data in calculation
    By BrittleStar in forum Excel Charting & Pivots
    Replies: 2
    Last Post: 12-10-2012, 05:35 PM
  5. Replies: 0
    Last Post: 06-26-2012, 09:06 PM
  6. Replies: 3
    Last Post: 06-06-2006, 12:10 AM
  7. [SOLVED] Pivot tables - Insert Calculated field
    By nc in forum Excel General
    Replies: 0
    Last Post: 05-09-2006, 04:40 AM

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1