new to Power Pivot. help with linking tables

[metal123]

Hello everyone, just started using power pivot as of yesterday. I'm using excel 2010. I have three tables that I have created: tblCompany, tblSchedule and tblDates. Here is what is going on.

1. I am able to link tblCompany and tblSchedule together. Currently the tables are linked together by Company Name in tblCompany and Company ID in tblSchedule. What I would like to do similar to an access data table is to be able to link Company ID in tblSchedule to the regular ID in tblCompany. Why won't excel allow me to link?

2. I am trying to group dates together. I am trying to link the dates in tblSchedule to tblDates. Coming from Mr Jelen's video (https://www.youtube.com/watch?v=ddeGN3ysmUQ), I created another data table that can help me group dates. Unfortunately, power pivot also won't allow me to link the tables together.

please help. thanks

also how does one input a document? for one to view?

 

[theBardd]

It sounds as if you should be able to. Is it Excel source data, could you post it here?

 

[metal123]

Yes it is just a regular excel sheet.

 

[kitjosh1050]

It's hard to say as I haven't worked through this example, but I can say that the look-up table column must be unique. Perhaps that could be the problem.

As a recent newbie learning fast, I highly recommend Robert Collie's book DAX Formulas for PowerPivot DAX Formulas for PowerPivot – by Rob Collie « PowerPivotPro

He takes you through the learning curve in exceptional manner and with great gusto! It's well worth the $30.

 

[metal123]

thank you very much. will check this book out.

 

[scottsen]

+1 for Rob's book, it's great.

It will help us if you give some error messages or similiar for cases when you say "it won't allow me"

Also, maybe take a look at my summary of relationships: Power Pivot Relationships | Power Pivot | Tiny Lizard

 

[theBardd]

As it ius an Excel source, can you post the workbook here for us to see?