Is it possible to create a table from another table in Excel using SQL like syntax? - sql

Question

I have a table in excel that has multiple lines per date. I'd like to create a new table that groups by date as well as a few other dimensions and sums net_revenue.
In sql it would be simple:
SELECT send_date,
week_day,
after_hours,
discount_type,
sum(net_revenue
FROM this_table
GROUP BY send_date,
week_day,
after_hours,
discount_type
Is there a simple way to do this in excel? At first I thought pivot tables but I don't want each additional dimension on a new row.
This is what my current table looks like:

Answer 1

Consider the following strictly GUI interface solution:
Copy all your grouping fields as is into a separate sheet.
Under Data tab of ribbon, click Remove Duplicates, selecting all columns.
In the final column, run SUMIFS formula to calculate net_revenue sum, pointing to values in you original sheet.
=SUMIFS(<net_revenue_column>,
<1stgroup_column_in_first_sheet>, <1stgroup_value_in_second_sheet>,
<2ndgroup_column_in_first_sheet>, <2ndgroup_value_in_second_sheet>,
<3rdgroup_column_in_first_sheet>, <3rdgroup_value_in_second_sheet>,
...
)
Alternatively, actually run SQL (if using Excel for Windows) using the JET/ACE SQL Engine (same engine of MS Access that can query Excel workbooks even CSV files). Below assumes your data begins in A1 with named columns. Adjust sheet name in FROM clause.
Sub RunSQL()
Dim oConn, rs As Object
Dim strConnection, strSQL As String
Dim i As Integer
Set oConn = CreateObject("ADODB.Connection")
Set rs = CreateObject("ADODB.Recordset")
' CONNECTION STRING ON CURRENT WORKBOOK
strConnection = "DRIVER={Microsoft Excel Driver (*.xls, *.xlsx, *.xlsm, *.xlsb)};" _
& "DBQ=" & ThisWorkbook.FullName & ";"
' OPEN DB CONNECTION
oConn.Open strConnection
strSQL = "SELECT send_date, " _
& " week_day, " _
& " after_hours, " _
& " discount_type, " _
& " sum(net_revenue) AS total_revenue " _
& " FROM [SheetName$] " _
& " GROUP BY send_date, " _
& " week_day, " _
& " after_hours, " _
& " discount_type "
' OPEN RECORDSET OF QUERY
rs.Open strSQL, oConn
' OUTPUT DATA TO EXCEL WORKSHEET (IN EMPTY TAB NAMED "RESULTS")
' HEADERS
For i = 0 To rs.Fields.Count - 1
ThisWorkbook.Worksheets("RESULTS").Cells(1, i) = rs.Fields(i).Name
Next i
' ROWS
ThisWorkbook.Worksheets("RESULTS").Range("A2").CopyFromRecordset rs
rs.Close: oConn.Close
Set rs = Nothing: Set oConn = Nothing
End Sub