+ Reply to Thread
Results 1 to 8 of 8

Linking and Relationships

  1. #1
    Registered User
    Join Date
    12-21-2017
    Location
    Grand Rapids, Michigan
    MS-Off Ver
    2010
    Posts
    33

    Linking and Relationships

    I haven't properly set up the prime input table or the output pivottables yet, but I think the charting is clearly depicted in the attached file. After watching several tutorials, I feel like what I am trying to do is possible, but I haven't quite nailed down the correct process.

    There are a handful of potential output PivotTables ( building program, site program, department program, and occupancy report ). All would be PivotTables based on a single data input tab ( Project Program ), where every room / space in a project is listed and catalogued. However, such an input tab would have far too many columns, in my opinion. I feel it would be better to leverage the software to organize and link multiple tables, organizing and creating hierarchy for all the data. The correct phrase may be "linking," "PowerPivot," "data model," or even something else. I have watched many tutorials showing the power of linking tables. However, something that is also emphasized in many of those tutorials is the importance of not inputting data multiple times. If revisions are necessary, one should only have to change that data in one location. Thus, how do I input all the space / room names and numbers in one tab, but have them populate, relate, and link across multiple tables. Another example I read online used student identification numbers to track a student's test scores, assignments, and contact information ( in three separate tables ). One shouldn't have to manually type the student's identification number three times. In my mind, if I sort or filter the data input tab, any PivotTable output retains its integrity. However, if their are multiple tables used for input, I am at a loss both in theory and how exactly to set it up in Excel.

    Any help would be awesome! Thanks everyone!
    Attached Files Attached Files

  2. #2
    Forum Expert rorya's Avatar
    Join Date
    08-13-2008
    Location
    East Sussex, UK
    MS-Off Ver
    365 Ent Monthly Channel / Insiders Beta
    Posts
    8,903

    Re: Linking and Relationships

    To my mind, PP / Data model are not about data input at all. That's a separate issue entirely (and you have to repeat whatever field(s) you are using to create a relationship in the tables on each side of that relationship; there is no way round that).
    Rory

  3. #3
    Forum Guru MarvinP's Avatar
    Join Date
    07-23-2010
    Location
    Woodinville, WA
    MS-Off Ver
    Office 365
    Posts
    16,167

    Re: Linking and Relationships

    Hey Jeremy,

    You need a key or index column to connect the tables together. You have good looking and independent tables, but they need some way to connect. You need to create relationships between these tables. See https://support.microsoft.com/en-us/...8-8ea6e469112b or https://www.youtube.com/watch?v=3Ag1cY-UIB8
    One test is worth a thousand opinions.
    Click the * Add Reputation below to say thanks.

  4. #4
    Registered User
    Join Date
    12-21-2017
    Location
    Grand Rapids, Michigan
    MS-Off Ver
    2010
    Posts
    33

    Re: Linking and Relationships

    I think you both are on target to my goal. MarvinP, I actually watched that tutorial already. Hahah. Essentially, my question is if my "key" column can be automatically populated from a single table. I don't want to type the "Space Number" twice or track / organize 50 Space Numbers twice ( once on each tab ). Rorya, you seem to indicate the answer is "no." Each set of columns in a relationship is inputted manually, period. MarvinP, agree?

  5. #5
    Forum Expert rorya's Avatar
    Join Date
    08-13-2008
    Location
    East Sussex, UK
    MS-Off Ver
    365 Ent Monthly Channel / Insiders Beta
    Posts
    8,903

    Re: Linking and Relationships

    There are lots of ways to automate data entry, but nothing built-in to Excel would do what you describe. You'd have to build it.

  6. #6
    Registered User
    Join Date
    12-21-2017
    Location
    Grand Rapids, Michigan
    MS-Off Ver
    2010
    Posts
    33

    Re: Linking and Relationships

    If there is no way to maintain two tables, both keyed to the same set of rooms / spaces ( inputted only once, and copied around ), then I think that means one giant table is the only way to go. Managing identical columns on two or more tables, ensuring data integrity, doesn't make sense from an efficiency perspective. Thanks to you both.

    Every tutorial I watch implies there is greater power to link tables and manage tons of data; and over the years, I keep believing I will find a way, but it never pans out. I think the functionality I am looking for would likely be an Access thing, but that is a different game. I attempted a quick test run in Access, but just about every mouse click resulted in an error. A database is apparently much different to build. Thanks again!

    Any suggestions on managing a single tab with lots of columns? I am thinking I will try to group columns to create some sense of hierarchy and order ( identification, classification, quantification, estimation, and occupancy sections ).

    I just tried to group sections. Hmmmm. Tables require no row / column gaps. The expand buttons appear next to any group. They do not let me section off columns without any adjacent group merging into one giant group, making the whole function useless. Hmmm. These sorts of silly issues make me what to try Access again. It just feels like Excel is fighting itself.
    Last edited by jcordell65; 11-04-2020 at 11:56 AM.

  7. #7
    Forum Expert rorya's Avatar
    Join Date
    08-13-2008
    Location
    East Sussex, UK
    MS-Off Ver
    365 Ent Monthly Channel / Insiders Beta
    Posts
    8,903

    Re: Linking and Relationships

    Excel is not fighting itself, you're fighting it. Excel is not a database, in spite of the many people who try to use it as one, with varying degrees of success.

  8. #8
    Registered User
    Join Date
    12-21-2017
    Location
    Grand Rapids, Michigan
    MS-Off Ver
    2010
    Posts
    33

    Re: Linking and Relationships

    Rorya, agreed. I am fighting it. Hahahah. Excel is not a database. I tested Access because I read Microsoft's guidance between the two platforms. Every architect I know uses Excel for architectural programming. I have never heard of a firm using Access. However, I was shocked when Microsoft's guidance was so clearly toward Access for our purposes. Thus, why I tested it. But it was extremely difficult. I am driven to find the "right" solution, and that little voice in my head still bugs me that there has to be a better way. But I would need significant training for Access and my IT department despises Access. You wouldn't have an opinion between the two platforms. Do you see my Excel file working better as an Access Database? Or, is one Excel data tab and several PivotTable reports the "right" and efficient approach?

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. [SOLVED] How to isolate one to one relationships?
    By Jango Fett in forum Excel General
    Replies: 10
    Last Post: 08-13-2018, 01:47 PM
  2. [SOLVED] One-to-Many Relationships using PowerPivot
    By rezolutions24 in forum Excel Charting & Pivots
    Replies: 2
    Last Post: 08-09-2013, 12:35 PM
  3. VBA code, One to Many relationships
    By randell.graybill in forum Access Programming / VBA / Macros
    Replies: 0
    Last Post: 07-31-2011, 08:39 PM
  4. Workbook Relationships
    By SDruley in forum Excel Programming / VBA / Macros
    Replies: 1
    Last Post: 08-03-2009, 05:13 PM
  5. Counting with relationships
    By Horia in forum Excel Formulas & Functions
    Replies: 3
    Last Post: 07-29-2008, 03:04 AM
  6. Relationships / Calculations
    By shone in forum Excel General
    Replies: 4
    Last Post: 06-06-2006, 02:55 PM
  7. Newbie - Relationships
    By Ken in forum Excel General
    Replies: 1
    Last Post: 01-02-2005, 07:06 PM

Tags for this Thread

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1