Setup Excel relationships to combine two data source

sbawnh

Board Regular
Joined
Feb 25, 2019
Messages
50
Office Version
  1. 365
Platform
  1. Windows
Hi,
I have two data sources that I want to combine to one pivot. I hear a data model can accomplish this.

Table1 fields: Customer name, product, Jan sales, Feb sales, Mar sales, Apr sales, May sales, Jun sales.

Table2 fields: Customer name, product, Jul sales, Aug sales, Sep sales, Oct sales, Nov sales, Dec sales.

I can't setup the relationship due to the many to many rule. Any ideas how to combine these two tables?
 

Excel Facts

Which lookup functions find a value equal or greater than the lookup value?
MATCH uses -1 to find larger value (lookup table must be sorted ZA). XLOOKUP uses 1 to find values greater and does not need to be sorted.
The many to many was due to duplicates. Fixed that with a concatenated field.

New problem, if I set it up January-June, when I add July sales, it's just the sum of July sales for all, it's not noticing the existing fields
 
Upvote 0
To any future googlers: the categorical fields were coming from the wrong table, just had to switch which table they came from. All is well.
 
Upvote 0

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