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Do not attempt to create the relational connections first, because Excel will not recognize them from the Pivot Table reporting section. The first rule of pivot tables: You must define the table relationships within the Pivot Table report section. For example, in Sheet1, you want to jump from cell B2 to H10. Choose the specific cell that you want to link to another cell.
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Set relationships in the pivot table report section Here are six types of hyperlink that you can easily create in Excel: (1) Link from a specific cell to another cell in the same worksheet (i.e. Highlight and name the detail (Sales) table. In the Properties group, in the box under Table Name, type Sales. With the table still highlighted, select the Design tab under the text that says Table Tools (this option is only available when the table is highlighted). Ensure that the My Table Has Headers box is checked, then click OK.Ħ. A Format As Table dialog box appears with the table range displayed in the white box. From the dropdown, choose a color and format you like. From the Styles group, select Format as Table. Once the data is entered, highlight cells A3 through E13. At the end of each year, you need a report that provides the total yearly sales by person, but you also need a report that provides the total sales by city.ĥ. Each sales person has 200 products that he/she sells (detail or child table). For example, you have 10 sales people who all have unique, demographic information (master table). To avoid repeating all the master information in every detail table, you create relationships using one unique field, such as the Sales ID, then let Excel do the rest. The data in the detail tables-such as daily sales, product prices, quantities-usually changes constantly. This is called a one-to-many relationship. This table rarely changes except to, say, add or delete individuals.įor every record in the master table, there can be many records in the detail tables (also called slave or child tables) that link back to the master table. The master table is the primary table, which generally contains unique records (such as name, address, city, state, etc.). To show you how Excel makes it easier, we will create two tables: the master table and the detail table.