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Relationships & Pivot Table Issue

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(@frost_james)
Posts: 3
Active Member
Topic starter
 

Hi Mynda,

Greetings from Ireland. Hope you're keeping well. Thanks for a great set of courses. As a basic user, I've learned a lot and it's a great format.  

It would seem however that I am struggling  to master a really basic concept when I use my own set of data (which is driving me mad as I can create the same functionality using your examples). I've created a simple version of my issue and it is attached. Here's my explanation:

I have two data tables (Roles & Competencies). Both uploaded to data model.

I'd like to create two pivots (one to show the tasks, the other competencies) per role, using a single slicer.

I have created an additional primary key table, using the common role in each table and set up the relationships (role to role), ensuring the one to many direction is correct.

I have created both pivot tables, redirected the role from the data sets to the primary key role instead. 

Once I do, neither set of data is correct which tells me I'm missing something but I can't for the life of me figure it out. Has to be something with my primary key table right? Or what am I missing? I would really appreciate it if you could please advise?

 

Apologies in advance for what I'm sure is a really basic issue/error-creating-relationship on my behalf but I've been playing with this for over week now without success and it's driving me mad. I've learned heaps from your course so if I can get this small issue understood, I will be well on the way to auto-pulling in excel data from folders, running queries to tidy the data, duplicate queries to create data and then present that data in a dashboard which will become a reference tool for a department of 170 people.

Thanks & Best Regards,

James

 
Posted : 30/05/2020 1:05 am
(@mynda)
Posts: 4761
Member Admin
 

Hi James,

You're so close! The only problem is that the Slicer is not from the Roles_List dimension table. Your Slicer is from the Roles table, which is why it isn't working.

If you think about it, if you want to filter the Roles in the PivotTable then the Slicer must come from the same field as those row labels, which are from the Roles_List dimension table.

You also need to edit the 'Report Connections' (right-click the Slicer) and link it to both PivotTables.

Hope that helps.

Mynda

 
Posted : 30/05/2020 7:19 pm
(@frost_james)
Posts: 3
Active Member
Topic starter
 

Hi Mynda,

Thanks for your quick reply. It's greatly appreciated.  

As I see it, the issue resides before I add any slicer to the sheet. My Pivot table is reporting incorrect data (please attached image for further explanation). Hopefully this explains it a bit better.

 

Apologies again for asking you to explain such a basic fundamental. I look forward to your reply (hoping it'll be an "AH!" moment of enlightenment for me Wink).

Thanks & best Regards,

James

(PS: Hi to all in the Forum also. Please feel free to send me your guidance also if you'd like. I'll happily take input from everyone).

Pivot-Table-Issue.PNG

 
Posted : 31/05/2020 6:25 am
(@mynda)
Posts: 4761
Member Admin
 

Hi James,

When you don't have any value fields in the PivotTable it will return all competencies/tasks. You'll see what I mean if you add the Priority Task/Critical Task to the value field of each PivotTable respectively. Once there is a value returned, the list of tasks/competencies correctly displays.

Mynda

 
Posted : 31/05/2020 8:26 pm
(@frost_james)
Posts: 3
Active Member
Topic starter
 

Hi Mynda,

Ah! (moment of enlightenment has arrived!). That's perfect and I now understand what inputs the pivot table needs to operate correctly. 

Thanks for taking the time to reply. Your help is greatly appreciated.

Best regards,

James

 
Posted : 01/06/2020 3:06 pm
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