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Reporting from 2 tables and using relationships

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    Reporting from 2 tables and using relationships

    Good Morning, I am working on a file to report cycle times for work processes. I also need to account for any downtime between those cycles and list the reasoning why. The attached file shows what I have so far. Sheet 1 is my data entry and on Week_MonthS I have the other table in AM:AN to create the relationship. The issue I am having is in sheet Chamber1. I have an example of what I want the pivot table to do below on Line 22. Is there a way to do this?
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    Re: Reporting from 2 tables and using relationships

    There is no relationships, so you need to create them

    one way you can do is merge two tables and create PivotTable from merged table

    Sheet: Source
    Sheet: Pivot

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    Re: Reporting from 2 tables and using relationships

    When I tried making a relationship earlier it told me the type was a mismatch. I tried to build a relationship between the reason and the down time between the tables.

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    Re: Reporting from 2 tables and using relationships

    You can't do that this way you did, because vlues in columns (week-week, reason-reasoning) aren't unique.

    edit: you mean you tried merge two tables earlier? Or I misunderstood....
    Last edited by sandy666; 09-18-2017 at 01:37 PM.

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    Re: Reporting from 2 tables and using relationships

    So would I just insert the Week/Reason into the bottom of the table for each chamber?

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    Re: Reporting from 2 tables and using relationships

    Noooo

    You've Ex2013/2016 so probably there is PowerQuery (2013) or Get&Transform (2016). Add first and second table to Workbook Queries then Merge these two into one. Then create PivotTable from merged table.
    To see it in my example: Data - Show queries

    My example has nothing common with your data except values

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    Re: Reporting from 2 tables and using relationships

    Okay, so I was able to get PowerQuery onto my office computer. I have the connections made but the information is being repeated for each week on the pivot table, any help and explanations on what I did wrong with the connections would be fantastic!
    Attached Files Attached Files

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    Re: Reporting from 2 tables and using relationships

    Probably you merged queries by Week not by Reason/Reasoning
    try select in 1st query : Reason, in the 2nd query : Resoning, Join kind : as is
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    Re: Reporting from 2 tables and using relationships

    My Launch Editor shows: Merged Table: Week_Reason - Joining Reasoning & Chamber_1 - Joining Reason. Join Kind: Left Outer

    I then have expanded the Chamber_1 query to select the information for the pivot table. I guess the only thing that is not working correctly is the information is still being reported exactly the same for each week..

    EDIT** I mave have figured it out, if I select to to merge by Reason and then by week it looks like it is coming out to what I want it to. I will test it in my main file and will update the post with a solved if it works out.
    Last edited by dsharman; 09-19-2017 at 04:12 PM.

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    Re: Reporting from 2 tables and using relationships

    you can't merge queries by columns with different kind of data or you'll get any result which will not be correct
    With my last attached file is that what you want ?

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    Re: Reporting from 2 tables and using relationships

    Here is the file with how the data should be and is represented now. I am not sure if it helped sorting the rows or not, but it works.
    Attached Files Attached Files

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    Re: Reporting from 2 tables and using relationships

    You merged 2nd query to the 1st query
    I did it 1st query to 2nd query
    That depends which table will be added first, and which second and it will be merged
    I selected bigger table as first.
    it's quite different

    source sorting doesn't matter if source (query in this case) will be used in PivotTable

    but this is technical details. I'm glad if it works for you
    Last edited by sandy666; 09-19-2017 at 05:13 PM.

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