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

Jencha45

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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

Return population for a City
If you have a list of cities in A2:A100, use Data, Geography. Then =A2.Population and copy down.

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