Creating Relationships (of person's name) in a Data Model where 2 people have the same name (but different bdays)

Jencha45

New Member
Joined
Jan 28, 2019
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1
I’m working on a PC using the Office 365 suite. I know that there are work arounds for this issue, but I am trying to understand Data Models better and thought this would be a great way to practice (as it needs to be done anyway), yet I’ve already gotten stuck!
Here the problem:
I have 2 tables (on separate tabs within the same workbook): Claims and Eligible. Claims has columns (numbered for your reference): 1Patient_name, 2patient_bday and 3Claim_amt (among others), and Eligible has 4Name, 5Bday and 6Location code. I want to create a pivot table that uses the (1&4) Patient Name, (6) Location Code and (3) Claim Amt. There is only one person per line in the Eligible table BUT there are a few people with the SAME NAME (though different birthdates and different location codes). The birthdates themselves can’t be used to create a relationship because there are multiple people with the same birthdates. Is there are way to do this WITHOUT just adding in a column to the Claims table to pull in the Location Code (using Index/Match)?
AND if that’s my only solution, then what is the POINT of the “relationships” and Data Models??

Thanks for your insight in to this!
 

Excel Facts

How to calculate loan payments in Excel?
Use the PMT function: =PMT(5%/12,60,-25000) is for a $25,000 loan, 5% annual interest, 60 month loan.

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