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The Excel ribbon now has a POWER PIVOT tab.. Add a relationship using Diagram View in Power Pivot. The Excel workbook includes a table called replace.me imported Hosts by copying it and pasting it into Excel, then formatted the data as a table. To add the Hosts table to the Data Model, we need to establish a relationship. Let’s use Power Pivot to visually represent the . Modern workplace training. Learn how to get more work done, from anywhere on any device with Microsoft and Windows Discover how industry professionals leverage Microsoft to communicate, collaborate, and improve productivity across the team and organization. Regardless of your server setup or organization size, this document will be useful to you. For IT administrators. Sentences prefaced with the Microsoft Office logo are references to other Office products, such as Microsoft OneNote, and Microsoft SharePoint Server. Sentences that mention AutoArchive and Outlook Data Files .pst) are marked with an icon of a folder and file.

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Abstract: This is the second tutorial in a series. In the first tutorial, Import Data into and Create a Data Model , an Excel workbook was created using data imported from multiple sources. Note: This article describes data models in Excel However, the same data modeling and Power Pivot features introduced in Excel also apply to Excel In this tutorial, you use Power Pivot to extend the Data Model, create hierarchies, and build calculated fields from existing data to create new relationships between tables.

Add a relationship using Diagram View in Power Pivot. Extend the Data Model using calculated columns. Create a hierarchy. Use hierarchies in PivotTables. Checkpoint and Quiz. This series uses data describing Olympic Medals, hosting countries, and various Olympic sporting events.

The tutorials in this series are the following:. Create Map-based Power View Reports. Power Pivot Help. These tutorials use Excel with Power Pivot enabled. For more information on Excel , click here.

For guidance on enabling Power Pivot, click here. First, you need to make sure you have the Power Pivot add-in enabled. To enable Power Pivot, follow these steps. The Excel workbook includes a table called Hosts.

We imported Hosts by copying it and pasting it into Excel, then formatted the data as a table. To add the Hosts table to the Data Model, we need to establish a relationship. This step adds the Hosts table to the Data Model. It also opens the Power Pivot add-in, which you use to perform the remaining steps in this task.

Notice that the Power Pivot window shows all the tables in the model, including Hosts. Click through a couple of tables. Use the slide bar to resize the diagram so that you can see all objects in the diagram.

You notice that both the Medals table and the Events table have a field called DisciplineEvent. Upon further inspection, you determine that the DisciplineEvent field in the Events table consists of unique, non-repeated values.

In the Medals table, however, the DisciplineEvent field repeats many times. Create a relationship between the Medals table and the Events table. A line appears between them, indicating a relationship has been established.

Click the line that connects Events and Medals. The highlighted fields define the relationship, as shown in the following screen. To connect Hosts to the Data Model, we need a field with values that uniquely identify each row in the Hosts table.

Then we can search our Data Model to see if that same data exists in another table. With Hosts selected, switch back to Data View. To establish a relationship between the Hosts table and the Data Model, and thereby extend our Data Model to include the Hosts table, Hosts must have a field that uniquely identifies each row. In addition, that field must correspond to a field in the Data Model. You can, however, create new columns by using calculated fields based on the existing data.

By looking through the Hosts table, then looking at other Data Model tables, we find a good candidate for a unique field we could create in Hosts , and then associate with a table in the Data Model. Both tables will require a new, calculated column in order to meet the requirements necessary to establish a relationship. In Hosts , we can create a unique calculated column by combining the Edition field the year of the Olympics event and the Season field Summer or Winter.

In the Medals table there is also an Edition field and a Season field, so if we create a calculated column in each of those tables that combines the Edition and Season fields, we can establish a relationship between Hosts and Medals.

The following screen shows the Hosts table, with its Edition and Season fields selected. The goal is to create a calculated column in the Hosts table, and then in the Medals table, which can be used to establish a relationship between them. Select the Hosts table in Power Pivot. Adjacent to the existing columns is an empty column titled Add Column.

Power Pivot provides that column as a placeholder. There are many ways to add a new column to a table in Power Pivot, one of which is to simply select the empty column that has the title Add Column. In the formula bar, type the following DAX formula. As you type, AutoComplete helps you type the fully qualified names of columns and tables, and lists the functions that are available.

Use tab to select AutoComplete suggestions. You can also just click the column while typing your formula, and Power Pivot inserts the column name into your formula. Values are populated for all the rows in the calculated column. Such fields are called a primary key. You can rename any column by double-clicking it, or by right-clicking the column and choosing Rename Column. When completed, the Hosts table in Power Pivot looks like the following screen.

The Hosts table is ready. Start by creating a new column in the Medals table, like we did for Hosts. Notice that Add Column is selected. This has the same effect as simply selecting Add Column. The Edition column in Medals has a different format than the Edition column in Hosts.

Before we combine, or concatenate, the Edition column with the Season column to create the EditionID column, we need to create an intermediary field that gets Edition into the right format. In the formula bar above the table, type the following DAX formula. When you finish building the formula, press Enter. Values are populated for all the rows in the calculated column, based on the formula you entered. Rename the column by right-clicking CalculatedColumn1 and selecting Rename Column.

Type Year, and then press Enter. When you created a new column, Power Pivot added another placeholder column called Add Column. In the formula bar, type the following DAX formula and press Enter. Sort the column in ascending order.

The Medals table in Power Pivot now looks like the following screen. Notice many values are repeated in the Medals table EditionID field. What is unique in the Medals table is each awarded medal. The unique identifier for each record in the Medals table, and its designated primary key, is the MedalKey field. The next step is to create a relationship between Hosts and Medals. Create a relationship using calculated columns.

You can also switch between Grid view and Diagram view using the buttons at the bottom of the PowerView window, as shown in the following screen. Expand Hosts so you can view all of its fields. We created the EditionID column to act as the Hosts table primary key unique, non-repeated field , and created an EditionID column in the Medals table to enable establishment of a relationship between them. We need to find them both, and create a relationship.

Power Pivot provides a Find feature on the ribbon, so you can search your Data Model for corresponding fields. Position the Hosts table so that it is next to Medals. Power Pivot creates a relationship between the tables based on the EditionID column, and draws a line between the two columns, indicating the relationship. In this section, you learned a new technique for adding new columns, created a calculated column using DAX, and used that column to establish a new relationship between tables.

You can also use the associated data to create additional PivotTables, PivotCharts, Power View reports, and much more. Most Data Models include data that is inherently hierarchical. Common examples include calendar data, geographical data, and product categories. Creating hierarchies within Power Pivot is useful because you can drag one item to a report — the hierarchy — instead of having to assemble and order the same fields over and over.

The Olympics data is also hierarchical. For each sport, there is one or more associated disciplines sometimes there are many. And for each discipline, there is one or more events again, sometimes there are many events in each discipline.

The following image illustrates the hierarchy. You then use these hierarchies to see how hierarchies make organizing data easy in PivotTables and, in a subsequent tutorial, in Power View. Create a Sport hierarchy. In Power Pivot, switch to Diagram View. Expand the Events table so that you can more easily see all of its fields.

Press and hold Ctrl, and click the Sport, Discipline, and Event fields.