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
MVP
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!