How to use PowerPivot in Microsoft Excel


PowerPivot in Microsoft Excel

How to use PowerPivot in Microsoft Excel. This tutorial explains how to create a relationship between two Excel tables, which have been formatted as tables, using the PowerPivot tab. The video explains how to use the Manage options in PowerPivot and how to link the tables using the diagram view.

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Overview

This section explains how to add relationships between tables using PowerPivot in Microsoft Excel.

Two tables that will be linked
Two table to start with

In the above example there are two small tables of data which I am going to join using the PowerPivot window. When I add the two tables to the data model, they will formatted to Tables. You can rename the tables on the sheet tabs, or use named ranges.

Saving a table to the data model
Save each table to the data model

First step is to add each table to the data model.

check the my table has header option
Check the my table has header option

Make sure that you check the My Table has Headers option.  The following screen is displayed, cancel this screen to add the other table.

Manage table

When you add the second table, you will see a second tab appearing in the PowerPivot window.  You can name the tabs if required.

You may notice that you can import data from this window as shown before. We are now going to create a Pivot table based on these two tables. Select the Pivot table button and select where you want the Pivot Table to sit. You can also select the Pivot table option from the Manage window. The Manage windows allows you to select quite a few different Pivot table and chart options.

pivot table range

You will notice that both tables added to the data model now appear in the Pivot field window.

Pivot table window through the PowerPivot tab

I am going to link these two tables via the department field.  I can do this through the normal Pivot table tools tabs, but I find it a lot easier to use the PowerPivot window and the Diagram view option, because it is more visual

Relationship window

Drag the department field from one table to the department field in other table, when you release the connection is made. Once the relationship is created you can use field from both tables as shown below:

final linked relational table

I have department and surname set to row from one table and manager set to column from the other table.  Salary is the summary field.

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