Power Pivot - hierarchy

[joslaz]

Hey community!


I am getting deeper and deeper into the world of Power Query and Power Pivot. It brings a lot of potential and makes my job a lot easier. Currently I am facing the following problem:I have the following two tables in Power Query, which I want to load in Power Pivot and present them as Pivot Table, etc .:


TblContracts
[TABLE="width: 500"]
<tbody>[TR]
[TD]Date[/TD]
[TD]Section[/TD]
[TD]Area[/TD]
[TD]Department[/TD]
[TD]Contracts[/TD]
[/TR]
[TR]
[TD]01.01.2018[/TD]
[TD]A[/TD]
[TD]1[/TD]
[TD]AA1[/TD]
[TD]900[/TD]
[/TR]
[TR]
[TD]01.01.2018[/TD]
[TD]A[/TD]
[TD]1[/TD]
[TD]AA2[/TD]
[TD]500[/TD]
[/TR]
[TR]
[TD]01.01.2018[/TD]
[TD]A[/TD]
[TD]2[/TD]
[TD]AA2[/TD]
[TD]550[/TD]
[/TR]
[TR]
[TD]02.01.2018[/TD]
[TD]A[/TD]
[TD]3[/TD]
[TD]AA1[/TD]
[TD]500[/TD]
[/TR]
[TR]
[TD]02.01.2018[/TD]
[TD]B[/TD]
[TD]1[/TD]
[TD]AB[/TD]
[TD]5[/TD]
[/TR]
[TR]
[TD]02.01.2018[/TD]
[TD]A[/TD]
[TD]3[/TD]
[TD]A[/TD]
[TD]5500[/TD]
[/TR]
[TR]
[TD]05.01.2018[/TD]
[TD]A[/TD]
[TD]1[/TD]
[TD]A1[/TD]
[TD]550[/TD]
[/TR]
</tbody>[/TABLE]

TblStaff
[TABLE="width: 500"]
<tbody>[TR]
[TD]Date[/TD]
[TD]Section[/TD]
[TD]Area[/TD]
[TD]Department[/TD]
[TD]Staff[/TD]
[/TR]
[TR]
[TD]01.01.2018[/TD]
[TD]A[/TD]
[TD]1[/TD]
[TD]AA1[/TD]
[TD]9[/TD]
[/TR]
[TR]
[TD]01.01.2018[/TD]
[TD]A[/TD]
[TD]1[/TD]
[TD]AA2[/TD]
[TD]8[/TD]
[/TR]
[TR]
[TD]01.01.2018[/TD]
[TD]A[/TD]
[TD]2[/TD]
[TD]AA2[/TD]
[TD]9[/TD]
[/TR]
[TR]
[TD]02.01.2018[/TD]
[TD]A[/TD]
[TD]3[/TD]
[TD]AA1[/TD]
[TD]50[/TD]
[/TR]
[TR]
[TD]02.01.2018[/TD]
[TD]B[/TD]
[TD]1[/TD]
[TD]AB[/TD]
[TD]1[/TD]
[/TR]
[TR]
[TD]02.01.2018[/TD]
[TD]A[/TD]
[TD]3[/TD]
[TD]A[/TD]
[TD]55[/TD]
[/TR]
[TR]
[TD]05.01.2018[/TD]
[TD]A[/TD]
[TD]1[/TD]
[TD]A1[/TD]
[TD]
1[/TD]
[/TR]
</tbody>[/TABLE]



I now connect both tables using a calendar table and the date. Now I have to somehow connect the Sections, Areas and Departments to get a value from Contracts / Number of Employees at the end.

How is this implemented?
Using Hierarchies?


And, how can I upload a sample table here in Foum? I can not find an entry anywhere.


Do you need more information?

greetins

 

[Matt Allington]

Read my article about relationships in power pivot.
You will then understand that you need new lookup tables for every item you want to join. Then filter using the lookup tables only.

 

[joslaz]

Ok, many thanks!

So I need just a key table with unique keys, right?
What is about the hierarchy function?
I thought this would help. Or is this approach for something different?

 

[Matt Allington]

Yeah, you just need a table with a unique key (at the lowest level of granularity) for every entity you want to filter across both tables. If you want to report on the other columns, you should load that into the common lookup table too. You don’t need hierarchies to do this, you can just use any column from the lookup table in your report