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Pivot table merging 2 tables field values (most efficient solution)

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    Pivot table merging 2 tables field values (most efficient solution)

    I need to combine the data of 2 tables but they are not very similar, attached is the document in question.

    Basically, I have a 9 classes that use various items (some items used in multiple classes at varying quantities needed), and I have a schedule for when I need them. I don't know how to merge them, I tried powerpivot but I ran into 2 problems

    1) power pivot wont let me show sum of QTY, only count (i dont have this problem with creating pivot straight from item list, but i do with power pivot)
    2) TAB "Merge Question", I know the answer to my problem is by merging the 2 columns (powerpivot value fields) by each other. How can I do this without making a huge raw data list... essentially so that anyone that edits/makes a new entry into "Item List" or "Date" refreshes data onto pivot
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    Last edited by maduka06; 11-18-2021 at 04:59 PM.

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    Re: Pivot table merging 2 tables field values (most efficient solution)

    Hi

    1) The Qty field in the Item List table contains several entries of "As Needed". Hence this field cannot be considered numeric within the Data Model and thus SUM is not an option for non-numeric fields. The easiest solution would be to remove those text entries. Failing that, you could create a measure which excludes them.

    2) I don't understand your second question. Perhaps you could give some practical examples of what you would like to see with reference to your workbook.

    Regards
    Click * below if this answer helped

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    Re: Pivot table merging 2 tables field values (most efficient solution)

    See updated document... basically if I created them as seperate pivots, I could see by columns (year-month) the date they are scheduled for, or the QTY needed per part, merging these 2 columns is the task (and this seems very hard to do to raw data because 1 date belongs to a class with multiple parts, and vice versa)
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    Last edited by maduka06; 11-18-2021 at 04:59 PM.

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    Re: Pivot table merging 2 tables field values (most efficient solution)

    Remove those text entries in the Qty field, as I said, then add a new measure:

    =SUMX('Item List','Item List'[Qty]*[Count of Schedule Date])

    and use that in the Pivot Table Values field.

    Regards

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    Re: Pivot table merging 2 tables field values (most efficient solution)

    That worked perfectly; im trying to find the solution myself until you maybe reply again... any way to maintain this formula and tell it to ignore the text? I want that text to appear in the table, I want it to say "As Needed" where applicable, I dont want to take that text out or replace with a number, I want it to stay and say "As Needed" as a visual que without causing within table sum/value errors if possible

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