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DaanvdMerwe's avatar
DaanvdMerwe
Copper Contributor
Oct 21, 2024

Using Excel and Sharepoint files to make a live Reporting Document

Good day,

 

I can not get power pivot to accept cells in a relationship when I have a new branch in the following financial year without loosing visibility of the previous.

 

Also I see when creating a pivot table for the matching relationship data only provides me with the column header it removes the Month and the Financial Year it is relevant to.

  • AdrianPierce's avatar
    AdrianPierce
    Iron Contributor

    Creating a live reporting document using Excel and SharePoint can be a powerful way to analyze and visualize financial data across different periods. However, managing relationships in Power Pivot, especially when dealing with changes like new branches or financial years, can present challenges. Let's address your concerns and provide potential solutions.

  • CalahanReed's avatar
    CalahanReed
    Iron Contributor

    You mentioned difficulties with Power Pivot accepting cells in relationships when a new branch is added in a new financial year, without losing visibility of the previous data.

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