Development Tips, Excel, How To, Office Integration, Report

Add relationships to Data Model in PowerPivot

You can systematically create table relationships for all new tables that you import. If you’re sharing the workbook with colleagues, having predefined relationships will be appreciated if they don’t know the data as well as you do.

When creating relationships manually, you will work with two tables at a time.

For each table, you’ll choose columns that tell Excel how to look up/ join related rows in another table.

Recall from my previous posts I will be continuing the example from using same Data Model

PowerPivot Creating a Data Model in Excel 2013

Adding more tables to the Data Model using Existing Connection – In PowerPivot

With your Data model sheet opened
Click on Diagram View in Upper Right Side as highlighted in above screenshot.

Window will switch to Diagram View as shown in above screenshot, showing all the tables available in the Data model.

Click No_ in Customer Table and Drag to Item Ledger Entry Table and release the mouse button pointing to Source No_ field, you will see the Link is Established between these two tables showing the Link via Arrow line.

Repeat above step again between Item->No_ and Item Ledger Entry -> Item No_ fields.

Now we have Established connection between these three tables Customer, Item & Item Ledger Entry.

I will come up with more option on this topic in my next post, till then start practicing and stay tuned.