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One of the powerful features of Excel is the ability to create Pivot tables from multiple data sources using relationships. Relationships are connections between two tables that have at least one column in common. To create relationships in Excel, you need to use the PowerPivot window, which is an add-in that enhances the data analysis capabilities of Excel. Here are the steps to create relationships in Excel using the PowerPivot window:
1. Enable the PowerPivot add-in if you haven’t done so already. Go to File – Options – Add-Ins and select COM Add-ins from the Manage drop-down list. Click Go and check the box next to Microsoft PowerPivot for Excel. Click OK and you should see a new PowerPivot tab in the ribbon.
2. Click on the PowerPivot tab and select Manage Data Model. This will open the PowerPivot window, where you can import, manage and analyse your data.
3. In the PowerPivot window, click on Home – Get External Data and choose your data source. You can import data from various sources, such as Excel files, databases, web pages, etc. Follow the instructions on the screen to select the tables or queries you want to import. You can also rename, filter and format your data as needed.
4. Repeat step 3 for each data source you want to use in your Pivot table. Make sure that each table has a unique name and that there is at least one column that can be used to link the tables together.
5. To create a relationship between two tables, click on Diagram View in the bottom right corner of the PowerPivot window. This will show you a graphical representation of your tables and their columns.
6. Drag and drop the column that you want to use as a link from one table to another. A line will appear between the two tables, indicating that a relationship has been created. You can also right-click on a column and select Create Relationship to manually define the relationship parameters.
7. Repeat step 6 for each pair of tables you want to relate. You can create multiple relationships between the same tables or between different tables, as long as they make sense logically and do not create circular references or ambiguity.
8. To create a Pivot table from your related tables, go back to Data View in the PowerPivot window and click on PivotTable in the Home tab. Choose where you want to place your Pivot table and click OK.
9. In the Pivot table fields pane, drag and drop the fields you want to use from any of the related tables. You can also use calculated fields or measures to perform calculations on your data.
10. Format and customize your Pivot table as desired. You can change the layout, design, filters, slicers, etc.
You have successfully created a Pivot table from multiple data sources using relationships in Excel with the PowerPivot window.
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