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Its what happens when you have to write a lot of vlookup formulas before you can start analyzing your data. They connect table 1 with table 2 so that all the data needed for making that pivot report is on one place. In simple words, this feature helps you connect one set of data with another set of data so that you can create combined pivot reports.
Data Model heaven Lets say you are looking sales data for your company. You have transaction data like below. Then write a vlookup formula to fetch product category, another to fetch customer gender.
Then fill down the formulas for entire list of transactions. Now make a pivot table. Specify a name for your table from design tab. Read introduction to Excel tables to understand more. Click New to create a new relationship. It does not matter which order you use here.
Excel is smart enough to adjust the relationship. Add more relationships as needed.
Select fields from various tables to create a combined pivot report or pivot chart Example: Things to keep in mind when you using relationships Same data types in both columns: Columns that you are connecting in both tables should have same data type ie both numbers or dates or text etc.
One to one or One to many relationships only: Excel supports only one to many or one to one relationships. That means one of the tables must have no duplicate values on the column you are linking to. You can add slicers too: You can slice these pivot tables on any field you want just like normal pivot tables.
Download Example File Click here to download Excel data model demo file. It contains 3 different tables and a combined pivot report with slicer to show you what is possible. Do you use relationships? Now that relationships are part of main Excel functionality inI am using them even more.
What cool things are you doing with it? Share your tips with us using comments. It is a new feature in Excel available as add-in in Excel that can let you do lots of powerful analysis on massive amounts of data. Here is an introduction to PowerPivot. My name is Chandoo. Thanks for dropping by.Wilbers: Topics & exercises Top.
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