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.

Hello All, Is there a way to create relationships between tables on Mac? I am looking everywhere on my ribbon can't find anything and on the net there is no clear answer. Your help is highly appreciated. I'll use the define relationships Excel workbookwhich you can find in the chapter nine folderof the exercise files collection.This workbook contains three Excel tablesand I've grouped them all here onto a single worksheet.So it's easier to follow.The tables contain customer information,reservation information, and room. Feb 24, 2011 Excel is smart enough to replace the row numbers in each cell, so we get the difference between the appropriate entries in the two sheets: You can also select the whole column and go on to fill the whole table by dragging the fill handle to the right up to the December column.

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.

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

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

Excel for mac create relationship between tables excel

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.

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.

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

To add more slicers, you’ll need a tiny joiner table and two relationships for each slicer.

Excel: Hack for Filtering a Pivot Table

EXCEL: REPLACING NESTED IF STATEMENTS WITH VLOOKUP

Excel For Mac Create Relationship Between Tables

Relationships are a dynamic, flexible way to combine data from multiple tables for analysis. A relationship describes how two tables relate to each other, based on common fields, but does not merge the tables together. When a relationship is created between tables, the tables remain separate, maintaining their individual level of detail and domains.

Think of a relationship as a contract between two tables. When you are building a viz with fields from these tables, Tableau brings in data from these tables using that contract to build a query with the appropriate joins.

Learn more: The ability to relate your data is an important feature of Tableau's new data modeling capabilities. For more information, see What's Changed with Data Sources and Analysis. Learn more about how relationships work in these Tableau blog posts:

Watch a video: For an overview of data source enhancements and an introduction to using relationships in Tableau, see this 5-minute video.

What are relationships?

Relationships are the flexible, connecting lines created between the logical tables in your data source. Some people affectionately call relationships 'noodles', but we usually refer to them as 'relationships' in our help documentation.

Excel For Mac Create Relationship Between Tables Function

We recommend using relationships as your first approach to combining your data because it makes data preparation and analysis easier and more intuitive. Use joins only when you absolutely need to(Link opens in a new window).

Relationships provide several advantages over using joins for multi-table data:

You don't need to configure join types between tables. You only need to select the fields to define the relationship.
Related tables remain separate and distinct; they are not merged into a single table.
Relationships use joins, but they are automatic. Tableau automatically selects join types based on the fields being used in the visualization. During analysis, Tableau adjusts join types intelligently and preserves the native level of detail in your data.
Tableau uses relationships to generate correct aggregations and appropriate joins during analysis, based on the current context of the fields in use in a worksheet.
Multiple tables at different levels of detail are supported in a single data source. You can build data models that contain more tables, and reduce the number of data sources needed to build a viz.
Unmatched measure values are not dropped (no accidental loss of data).
Avoids data duplication and filtering issues that can sometimes result from joins.
Tableau will generate queries only for the data that is relevant