Creating Relationships in PowerPivot

You have followed the previous training video and imported information from database tables into PowerPivot. Now, you need to forge relationships between the tables to ensure that all your DAX expressions return accurately.

If you have yet to do so, please check out either the PowerPivot Excel 2013 installation or the Building Data Models with PowerPivot training videos.

Steps to Create Relationships in PowerPivot

1. Open PowerPivot: In Excel, go to the PowerPivot tab and click on Manage to open the PowerPivot window.
2. View Diagram: In the PowerPivot window, go to the Home tab and click on Diagram View. This will display a visual representation of your tables.
3. Create Relationship: Click on Create Relationship in the Design tab. This will open the Create Relationship dialog box.
4. Select Tables and Columns: In the Create Relationship dialog box, select the primary table and column (e.g., Sales[ProductID]) and the related table and column (e.g., Products[ProductID]). Click OK to create the relationship.
5. Repeat for Other Relationships: Repeat the process for any other tables that need relationships. Ensure that all necessary relationships are established to accurately connect your data.

Example of Creating Relationships

For example, if you have a Sales table and a Products table, you can create a relationship between them using the ProductID column. This will allow you to analyze sales data based on product information.

By following these steps, you can create relationships in PowerPivot, ensuring that your data is accurately connected and your DAX expressions return the correct results. This process will help you build robust data models and perform more effective data analysis in Excel.