Forum Discussion
Bayamount
Nov 26, 2024Copper Contributor
Pivot many to many relationships
Hello all :) I'm a total newb at pivot tables and relationships on power pivot. I've watched a couple of videos and tried a few things but I still cannot get to where I want. If anyone can help, it...
- Nov 27, 2024
Below are the simple steps, hope this help:
- Create a unique list of establishments
- Set up relationships
- Create a Pivot Table
- Adjust the Pivot Table
Step by Step:
- Unique Establishments Table:
- In Excel, create a new sheet and paste all establishment names from both tables.
- Use the "Remove Duplicates" feature to get a unique list.
- Import Tables into Power Pivot:
- Go to the Power Pivot tab and click on "Manage".
- Import your earnings, expenses, and unique establishments tables.
- Create Relationships:
- In the Power Pivot window, go to the "Design" tab and click on "Create Relationship".
- Create a relationship between the unique establishments table and the earnings table using the establishment name.
- Create another relationship between the unique establishments table and the expenses table using the establishment name.
- Build the Pivot Table:
- Insert a Pivot Table from the Power Pivot window.
- Drag the date field to the rows area.
- Drag the amount earned field to the values area.
- Drag the expenses field to the values area.
- Drag the establishment name from the unique establishments table to the filters area.
Kidd_Ip
Nov 27, 2024MVP
Below are the simple steps, hope this help:
- Create a unique list of establishments
- Set up relationships
- Create a Pivot Table
- Adjust the Pivot Table
Step by Step:
- Unique Establishments Table:
- In Excel, create a new sheet and paste all establishment names from both tables.
- Use the "Remove Duplicates" feature to get a unique list.
- Import Tables into Power Pivot:
- Go to the Power Pivot tab and click on "Manage".
- Import your earnings, expenses, and unique establishments tables.
- Create Relationships:
- In the Power Pivot window, go to the "Design" tab and click on "Create Relationship".
- Create a relationship between the unique establishments table and the earnings table using the establishment name.
- Create another relationship between the unique establishments table and the expenses table using the establishment name.
- Build the Pivot Table:
- Insert a Pivot Table from the Power Pivot window.
- Drag the date field to the rows area.
- Drag the amount earned field to the values area.
- Drag the expenses field to the values area.
- Drag the establishment name from the unique establishments table to the filters area.
Bayamount
Nov 29, 2024Copper Contributor
so this works for the expenses, but the gains it doesn't. It's showing me the correct amount, but like 15 times
I'm also getting this: