Excel table relationship manager - excel

I have two tables in Excel that I'm trying to create a relationship between and I can't seem to understand why it is not working.
Table1: Consists of a Region and Health Board field. (Health Board values consists of text, hidden as they're for my project)
Table 2: Consists of unique region codes and again text which i've hidden.
I've tried to create a relationship between the two fields: (1 to many relationship) but I'm getting a warning saying that both entries should be unique. Why is this the case?
Now when i go to make a pivot table to display a summary based on the two... it cannot find the relationship.
In the pivot options, I am attempting to put region column from table 2 as the rows and health board (text) values as the values. Can someone tell me what i'm doing wrong?

Related

Excel Data Model Relationship not working

Hi have 2 tables in my data model in Power Pivot, Excel. The larger table (22m rows) is linked by * to 1 relationship with the smaller table (7m) by a text field.
Larger table
Company number|Director Name|Nationality
Smaller table
Company Number|Company Name|Address. Town|Status
I have then created a pivot table, which has a filter on a "Address.Town", and I have deliberately chosen a town where there are only 2 companies registered.
I want to add the "Director Name" as rows in my pivot table, but I am getting an error "cannot make any changes because there are too many rows and columns...".
It does not matter how narrow I define the criteria, I still get this error.
With my relationship in place, I was expecting to see only 3 directors, well below 100k row limit for Pivot table.
How do I make it work please?
Thank you,

sum values in power pivot using criteria from different table

I have been provided with two tables 1. sales table and 2.Items and it's characters. (The second table has two or more lines for one item if it has more than one characters)
I am trying to get the sum of sales value for the items based on its characters.
I have created a unique characters table and a unique material tables to link to other tables
In power pivot I am able to get the sum of sales by the material in U_Material, but if I include the Characters from U_Item and characters, then I am getting all the characters in the table and the sum, but actually it has only one characters (other characters are repeated with same value). what can i do to solve this.
if I don't include the materials or put them in filter then I get the overall sales value in the output but not as per the category.
Please let me know what I am doing wrong.
The problem is in your model. Your Fact table "Sales" are filtered only by U_Item any of your other tables don't have an impact on it; You should change the model to star/snowflake. Put "Sales" in the center, rest of your tables (Dimension) connect by relationship one to many (many on Sales side);

SSRS Cells auto-merge

I'm having trouble unmerging cells on the report.
3 Suppliers for the query
I have a SQL query that shows 3 instances of a supplier (left joined to contact) as shown below. However, when running the report for the query the 3 instance of the supplier is merged into one. This is not desirable in my case because when exporting the report to excel, I'd like to be able to sort columns based on other properties, however, this would not be possible due the the merging of the rows. How can I get results to show individually?
Cells are Merged on the report
Within the properties of each Row Group you can specify which columns to group on. You generally don't need a separate group for each field, but that's OK. In your last group, the one called "(Details)", if it is not grouped by anything, it will show one row per line of results from the query. So take a look at what it's grouped by. As long as the rows are in your dataset, the report will group or show them based on how you configure the grouping here. Grouping on nothing means it will show all rows.
Another tip is to align the end of your header textbox with the line of one of your columns. This will prevent it from creating an extra column in Excel for the "City" field.
Your report does not need all of those groupings - the SSRS grouping is not like SQL. You should only group when you want to aggregate data on that field. Normally you might have a company with its address in various fields in one group but you only need to group once on the Company Name or (preferably) ID - not on each field and not a separate group for each. You could then show details of various invoices in other columns that aren't grouped.
But since you want to display the company data on each row, you would not want ANY grouping on the company.
To fix your issues, remove all the groupings (but not the rows) and just leave the detail group (which doesn't have a Grouping).
You can check out MS Docs: Understanding Groups for a better explanation.

How to create a many-many relationship in Excel's data model?

We have an issue with power BI where we cannot use a many-many relationship to do calculations.
End goal is Column E:
Initial Table #1:
Initial Table #2:
When I use the Average Price per Area of Initial Table #2 on the Initial Table #1[Item] as the Rows element, I will get a warning: Relationships between tables maybe needed. But the issue is Power Bi in Excel does not support a many-many relationship yet.
As can be seen, the Pivot Table is not displaying correctly as there is no item green. I have another database with more SKUs and it's all displaying #NUM there because it cannot reference the items despite having the same name.
Create a third table that contains unique items, i.e,
Table 3:
Column "Item"
Blue
Green
Red
...
Then connect both initial tables to it using field "Item".
Put "Item" from the third table on pivot rows, and your report should work (assuming your DAX formulas are correctly written).

Pivot table using 2 data ranges

is it possible to have a single pivot table that combines 2 worksheets as the data?
For example, first data table will be made up of the following columns:
ID/Details/Category
The second data table will be made up of the following columns:
ID/Customer name
The reason why the 2 tables are not combined is because there may be many customer names to the same customer name.
I want a pivot table that will show me the following things:
1) Be able to sort by ID and see for each ID the details linked to that ID sorted by category
2) Be able to sort by customer name and see the details linked to that customer sort by category.
Thank you for your help.
Press Alt+D+P. Select multiple consolidation ranges, choose your two ranges of data, and you've got it.

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