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PowerPivot many to many date relationship

  1. #1
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    PowerPivot many to many date relationship

    I have two tables tbl_Transaction and tbl_SalesCall. Tbl_Transaction contains information on all transactions (Date, charges...). Tbl_SalesCall contains information on all sales calls (Date...). I want to make calculations such as the total charges in tbl_Transaction based on a date in tbl_SalesCall. The date field is not unique in either table. I have a third table tbl_Dates which contains all my contiguous dates.

    I have started by creating a relationship between tbl_SalesCall/tbl_Dates and tbl_Transaction/tbl_Dates (I would like to note that PowerPivot puts tbl_Dates in the lookup table column. I have looked over other forums to try and understand what I am doing. and in those forums the many table is always in the lookup table. I am not sure if this is why I am having issues, but I don't know how to address that). Once the relationships are created I test things out by starting with the following calcualted column equation in tbl_SalesCall:

    =SUMX(RELATEDTABLE(tbl_Dates),RELATED(tbl_Transaction[Charges]))

    I get an error that tells me tbl_Transaction[Charges] doesn't exist or doesn't have a relationship in the current context.

    I am a novice to PowerPivot and can't figure out what I am doing wrong. Any guidance would be greatly appreciated.

    Thank you,
    Chase

    This question has also been posted to:
    http://www.mrexcel.com/forum/powerpi...ationship.html
    and
    http://social.msdn.microsoft.com/For...1-3e058071dca9
    Last edited by chaserracer83; 10-08-2012 at 03:59 PM.

  2. #2
    Forum Guru JosephP's Avatar
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    Re: PowerPivot many to many date relationship

    hi and welcome to the forum :-)

    I'm afraid your post does not comply with Rule 8 of our Forum RULES. Cross-posting is when you post the same question in other forums on the web. You'll find people are disinclined to respond to cross-posts because they may be wasting their time solving a problem that has been solved elsewhere. We prefer that you not cross-post at all, but if you do (and it's unlikely to go unnoticed), you MUST provide a link (copy the url from the address bar in your browser)to the cross-post. Expect cross-posts without a link to be closed a message will be posted by the moderator explaining why. We are here to help so help us to help you!

    Read this to understand why we ask you to do this, and then please edit your first post to include links to any and all cross-posts in any other forums (not just this site).
    Josie

    if at first you don't succeed try doing it the way your wife told you to

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