Slicers are a visual way to filter data in a pivot table. With the Report Connections icon, you can have a slicer control multiple pivot tables on a dashboard—but only if all the pivot tables are from the same data set. Fortunately, there’s a separate way to control multiple pivot tables from different data sets, provided they have one field in common.
For this example, you have a sales worksheet and a quality worksheet. You want to summarize both data sets in a dashboard. The goal is to have a slicer that can filter all the pivot tables by industry. Both data sets have a Sector field listing the industry sector.
Because this technique uses the Data Model, it only works in Windows versions of Excel. It won’t work on a Mac or Excel online.
Your first step is to create a new table that has a sorted, unique list of the industries found in either report. You might use an Advanced Filter for this, but an easy way is to copy the Sector column from both data sets to a new table and then use Data, Remove Duplicates to make sure each industry appears in the list just once.
In this case, you should use the Create Relationships dialog box to manually create the required relationships been the active tables in the PivotTable. For more information, see Create a relationship between two tables. Aug 23, 2012 Excel is telling me that a relationship between the two tables might be needed, so I go ahead and create it.
Next, convert the original data sets and your new small table of sectors into a table. Select one cell in a data set and press Ctrl+T to create a table. Make sure My Table Has Headers is checked in the Create Table dialog box. Repeat for all three tables.
After creating a table, Excel uses names like Table1, Table2, and Table3. Using the box on the left side of the Table Design tab in the ribbon, rename the tables with descriptive names like Sales, Quality, and Sectors.
DEFINING RELATIONSHIPS
- Mar 02, 2021 In the Import Data dialog box, select the Only Create Connection option and click OK. This will create a connection with the name of your table/range and display that connection in the Queries & Connections pane that appears on the right-hand side of your workbook.
- Click on ‘Tables’ in the resulting dialog box and then select one of the tables and click ‘Open.’. On doing this, a workbook Data model would be created with one table and a dialog box appears as follows: So if we repeat these steps for the other two tables as well, the Data Model will now contain all three tables.
- I am stuggleing to build a relationship between tables on my Mac using Office 365. In the old days you would just create tables and then a pivot table then create a relationship.Now that option is.
- Feb 17, 2015 The objective is to link Table 1,2 and 3 tables to table 4. VendorKey table contains the unique Vendor Numbers of table 1,2 and 3. The only table that has unique values is the VendorKey table. However, I can't get the relationships to work.
Click the Relationships icon on the Data tab to open the Manage Relationships dialog. Click the New button to create a relationship. The first relationship is from the Sales table to the Sectors table. Choose Sector as the related column in both tables.
Create a second relationship between the Quality table and the Sectors table.
To visualize the relationships, click the Manage Data Model icon on the Data tab, which opens the Power Pivot window. Click Diagram View in the top-right of the Home tab. You should see the two original tables with the Sectors table in the middle. Hover over either arrow to confirm that the tables are linked by the Sector field. Use File, Close to close the Power Pivot window and return to Excel.
BUILD PIVOT TABLES
Normally, to create a pivot table from the Sales data, you would select one cell in your Sales table first and choose Insert, PivotTable. Because you have defined relationships, however, the collection of tables and relationships comprise a Data Model. So go to a blank section of your dashboard and choose Insert, PivotTable. Excel will default to using the workbooks data model as the source.
Build any number of pivot tables. In the figure below, two pivot tables are based on the Sales data while the orange pivot table is based on Quality data.
Excel For Mac Create Relationship Between Tables Using
CREATE THE SLICER
In order for the slicer to control pivot tables coming from both the Sales and Quality data, the slicer must be built based on the tiny Sectors table. Although you might normally create slicers using the Slicer icon on the PivotTable Analyze tab, you should switch to the Slicer icon on the Insert tab when using the Data Model.
From the Insert tab, choose Slicer. Excel opens the Existing Connections dialog box. Choose the second tab (called Data Model) and choose Tables In This Workbook Data Model. Click Open. Excel opens the Insert Slicers dialog. There’ll be two tabs: Active and All. Choose the tab for All and scroll down to the Sectors table. Be careful in this dialog. The Sector field is listed three times, but for the technique to work, you must select the Sector field from the Sectors table.
With the slicer selected, go to the Slicer tab in the ribbon. Choose Report Connections. Initially, the slicer isn’t connected to any pivot table. Choose each pivot table in the workbook. Click OK.
FORMAT THE SLICER
Slicers always start with a single column of items. While a slicer is selected, use the resize handles to change the shape. Use the Columns setting on the Slicer tab in the ribbon to show the slicer items in more columns.
Excel For Mac Create Relationship Between Tables Function
When you select from the slicer, all the pivot table reports will be filtered by the slicer. For example, the figure below shows a report for only the Manufacturing sector.
To select multiple items from the slicer, turn on the Multi-Select feature using the icon with three checkmarks in the top of the slicer. Or, hold the Ctrl key while selecting additional items.
SF SAYS
Excel For Mac Create Relationship Between Tables Free
To add more slicers, you’ll need a tiny joiner table and two relationships for each slicer.
