Power Pivot Relationship Confusion

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New Contributor

Hi

I must admit that I'm finding the initial concept of Relationships between tables rather confusing at the moment, and so apologies if I make a glaring mistake / fail to grasp an otherwise simple idea. 

 

I have at present 5 different tables, each containing data on agent performance in relation to several measures (the files are exported from external software into Excel).  The data contains the date an event / action / measure took place, an indication of which action was completed, in addition to the agent who performed the action. Therefore, there are repeated dates, and agent names are repeated multiple times within the data. 

 

The tables all have the same headings, but data is too big to fit into one sheet and so tables exist on multiple workbooks. 

 

Example data:

"Email" Table (saved within "Email" tab)

Date

CRM Activity

Agent

Task

Call 

Email

Text

QA

01/07/2021

Email

Agent 1

  

1

  

01/07/2021

Email

Agent 2 

  

1

  

01/07/2021

Email

Agent 3

  

1

  

01/07/2021

Email

Agent 2

  

1

  

 

"Text" Table (from "Text" tab)

Date

CRM Activity

Agent

Task

Call

Email

Text

QA

10/01/2022

Text Post

Agent 1

   

1

 

10/01/2022

Text Post

Agent 1

   

1

 

07/01/2022

Text Post

Agent 1

   

1

 

06/01/2022

Text Post

Agent 1

   

1

 

20/12/2021

Text Post

Agent 1

   

1

 

 

"QA" Table (from "QA" tab)

Date

CRM Activity

Agent

Task

Call

Email

Text

QA

25/11/2021

QA Score

Agent 5

    

100

26/11/2021

QA Score

Agent 2

    

10

08/12/2021

QA Score

Agent 2

    

10

30/12/2021

QA Score

Agent 12

    

60

 

My goal is to create a summary of all agent performance for all measures, which can be filtered by date, e.g below:

 

Date:

"All"

 

Agent

Sum Task

Sum Call

Sum Email

Sum Text

Average QA

Agent 1

580

843

387

385

90

Agent 2

658

375

720

759

70

Agent 3

326

837

274

579

80

Agent 4

285

298

749

293

87

 

Because Agent names and Dates appear multiple times within each table, I'm having trouble creating relationships between the tables in order to produce this. Please could someone give me some advice and suggestion on how I can create something similar to the final output. 

 

Many thanks in advance! 

Becki

1 Reply

@Zen_Becki 

You may Power Pivot tables (even better directly from external source if connector for it exists), combine (append to each other) and return back into grid as PivotTable.