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
I found it! I needed to make another table with dates and create a relationship. Thanks for unblocking me!