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41 Responses to “How to use Excel Data Model & Relationships”

1. Ashish Youngy says:

   July 1, 2013 at 4:26 pm

   Data is Excel 2013 behaves so much like a OLAP cube when using with PivotTables. And this is actually wow. Consider learning not just DAX but MDX too 🙂 Happy Excel

   @Chandoo.. Have a nice and safe time in US. Best Wishes. And when they are publishing your interview in Entrepreneur 🙂

   Reply
2. Buzz says:

   July 1, 2013 at 4:52 pm

   I have been using PowerPivot in Excel 2010. My understanding was (via PowerPivot Pro blog) that Power Pivot would NOT be available in Excel 2013 in all versions; my recollection is that it was only going to be available in certain enterprise subscription editions. Thus, for individual users, it will no longer be available? For that reason I have moved some of my projects to Tableau, and do not expect to upgrade to Excel 2013.
   Can you confirm the availability of Power Pivot for all Excel 2013 users , or will it be restricted and unavailable for some users?

   Reply
   • Hui... says:

     July 2, 2013 at 12:09 am

     @Buzz
     I believe that Power Pivot is included with all MS Office installs in 2013.

     Have a read of:
     http://office.microsoft.com/en-001/excel-help/version-compatibility-between-powerpivot-data-models-in-excel-2010-and-excel-2013-HA103929426.aspx
     http://office.microsoft.com/en-001/excel-help/whats-new-in-powerpivot-in-excel-2013-HA102893837.aspx
     http://en.wikipedia.org/wiki/Microsoft_Office_2013#Comparison (Note that Excel isn't listed as having Multiple editions)

     Reply
     • Oz says:

       July 2, 2013 at 12:19 am

       This is something that Excel is doing very poorly: letting people know what's available with what. It also doesn't help that they have so many packages and versions.

       Excel Professional Plus has Power Pivot and Power View. I went through this last week. Spent 4 days upgrading from 365 Home Premium ($99 for the 1-yr subscription) to an additional $7/month for Professional Plus.

       Also, one page on Microsoft's site says that their Sharepoint Online Package 2 has Power View. NO! It's not true. Sharepoint Online Package 2 will INTERACT with a spreadsheet that has PP or PV, Package 1 will not.

       Reply
3. Oz says:

   July 1, 2013 at 5:10 pm

   Just this weekend I upgraded from Home Premium to Professional Plus and spent time with Power View and PowerPivot.

   Up to that point I never saw myself in VLOOKUP Hell, and it may not be going away any time soon. I'm surprised to discover how many of my clients are still on Excel 2003. And then I have Mac users who don't have a lot of this great stuff available to them at all.

   These are great features and I'm going to dive into the Data Models. Unfortunately, I suspect, for me, the practical use may be limited to blogposts because I can't teach Power View in my workshops or send a client a spreadsheet that has a Power View in it.

   Reply
   • thundom says:

     July 21, 2013 at 11:23 pm

     Hi OZ,

     I think the Microsoft would only upgrade the excel to a certain level instead of making it so powerful that it might threat their BI product. You know these "powerful" stuff can be easily done with a entry level crystal reports version.

     Glad to listen to ur opinion on it.

     I spent quite some time and energy on Excel and used it a lot, but now I am focusing energy on BI software like crystal reports.

     Reply
   • thundom says:

     July 21, 2013 at 11:25 pm

     We both know that based on the technology today. All the time we spend on the Macro and advanced function of Excel can be done easily with other softwares which costs only hundreds of bucks.

     Reply
     • Hui... says:

       July 22, 2013 at 6:27 am

       @Thondom
       I don't think Excel tries to be the solver of all problems
       It is a generic tool
       Which for about 95% of people will do what they want 95% of the time
       There will always be specifics where specific custom software will do better than Excel
       It is the commonness of Excel which means that I can send a model to you and it will work , most of the time, that is its strength, of course combined with its flexility in being able to be adapted to suit most needs

       Reply
       • thundom says:

         July 22, 2013 at 6:54 am

         Hi Hui,
         You are right.

         But,

         for the business and individual, who spend too much resource on Excel to meet their BI requirements and other processing requests.

         Should they open their eyes to other ways to do it, in this age? Especially for many people try too much time to process stuff with thousands lines of macro programming.

         It is just as when human being created gun fire, the martial arts would not be that effective.

         Ppl need to be prodent when they choose their solution.

         Reply
         • Eugene Terekhov says:

           August 19, 2013 at 11:12 am

           Hi guys, I just came across your conversation. I have an example of BI vs. Excel stuff. Here in Russia there is an ERP-system called "1C". It became a defacto standart for accounting, planning and BI / analytics. It is positioned as a flexible and powerful system and it really is.
           But its reporting abilities aren't user-friendly (or maybe just not me-friendly).
           Many reports require programming and all those SQL things, so that is common for a company to have a couple of programmers who develop and code those reports.
           So the common solution is to export data to Excel and then process it to be more suitable for further analysis or reporting.
           Well, it's obviously not a rule of thumb that special BI software can outperform Excel in day-to-day routine.

4. Tris says:

   July 1, 2013 at 8:07 pm

   Hi Chandoo, thanks for publishing great Excel information. Pardon the ignorance as I havent used Data Model nor PowerPivot. But having seen your video clip on PowerPivot, how does Data Model differ from PowerPivot - the "process" seems familiar? Have a great day! And Excel to new heights! Regards,

   Reply
   • Oz says:

     July 1, 2013 at 9:53 pm

     @Tris, one main difference is that Data Model is part of Excel Home Premium. You've got to upgrade to ProPlus to get PowerPivot and Power View.

     Reply
   • Chandoo says:

     July 3, 2013 at 11:55 am

     Also, keep in mind that Data model only lets you combine tables. If you want to create powerful measures (for example show % improvement over last year sales), then PowerPivot is the way to go. For a tour of PowerPivot, visit http://chandoo.org/wp/2013/01/21/introduction-to-power-pivot/

     Reply
5. Nolberto says:

   July 1, 2013 at 8:51 pm

   Excellent posting, some pride themselves for having sheets with thousands of formulas or complicated formulas, but in the end the important thing is to work as little as possible.

   Reply
   • Oz says:

     July 2, 2013 at 12:03 am

     @Nolberto let's not gloat yet. Some people are forced to have thousands of complicated formulas when they don't have the fancy tools. I'm sad for the 2003 users who have to use SUMPRODUCT when the rest of us have SUMIFS available.

     In the end, I think the important thing is clean, trustworthy data--however you arrive at it. People survived more than 300 years with slide rules and paper. No PowerPivot for the Wright Brothers.

     Reply
6. koi says:

   July 2, 2013 at 3:42 pm

   hi chandoo,

   i added 2 column into sales, 1st column vlookup customer ID to CUST sheet to get the male or female, then 2nd column vlookup Product ID to Product sheet to get the product name, then after that i make pivot table out of sales sheet.

   but then the result is really different from yours

   the purposes is just try to do the vlookup vs add to data model to see if they get same result

   thanks

   Reply
   • Chandoo says:

     July 3, 2013 at 11:57 am

     Hi Koi,

     We are using gender vs. category in the report. Can you try with that? I am sure the results will match.

     Reply
7. koi says:

   July 2, 2013 at 3:45 pm

   ups sorry, didnt see that you're filtering using slicer..then it is good now the result are same with less effort 🙂

   thanks

   Reply
8. SPrasad says:

   July 3, 2013 at 3:35 am

   Hi Chandoo, .I am interested to know whether we can build a star schema or snow flake data models through relations in Excel? (trying to correlate with Qlikview)

   Reply
   • Chandoo says:

     July 3, 2013 at 11:58 am

     Hi there,

     You can create a Star schema for sure. Snow-flake is possible too. As long as all relationships are one to many (or one to one) anything is possible.

     Reply
     • Nestavaro says:

       January 30, 2019 at 5:20 pm

       What if customer.profession change its value after sometime?
       Supposed we have monthly data for Sales. What if one customer is a doctor in Feb, then a pilot in October, for example?

       How to build data model for such that situation?

       Thank you.

       Reply
9. Blog Posts of the Week (30th June'13 - 06th July'13) - The South Asia MVP Blog - Site Home - TechNet Blogs says:

   July 8, 2013 at 2:10 pm

   [...] Introduction to Excel 2013 Data Model & Relationships [...]

   Reply
10. Raghavendra Shanbog says:

    July 9, 2013 at 6:44 am

    Hello ,
    I find this option similar to that of MS Access.
    In MS Access as well we have relationship concept and once you create a relationship, you can start creating number of queries based on that.
    But MS Access is not so user friendly and basically its database. Good that we are getting those options/functions in Excel.
    Thanks for sharing this info.

    Regards,
    Raghavendra Shanbog

    Reply
11. Istiyak Shaikh says:

    July 11, 2013 at 6:21 pm

    What is star schema and snow flake.??? Can we have next article on that if it is useful for us???

    Reply
12. Roberto says:

    July 12, 2013 at 1:48 am

    Hi there, can anyone help? I tried testing this out in Excel using two tables. When I go to the Data tab the Relationships button does not appear at all. I am using Microsoft version 14.0.4760.1000, Microsoft Office Professional Plus 2010. Does this version have this capability? Or is there an add-in required?

    Reply
13. VBA Serenity | Chandoo.org - Learn Microsoft Excel Online says:

    March 31, 2014 at 10:14 am

    […] even a layperson can perform if they have the almighty Excel 2010 and PowerPivot installed. Or Excel 2013′s Data Model, which lets you mash up data from Excel Tables and serve them up directly as PivotTables with not a […]

    Reply
14. Chandeep Chhabra says:

    September 2, 2014 at 12:25 pm

    Chandoo/Hui,

    The dates grouping feature does not seem to work in Data Model. Is that true or am I making a mistake somewhere?

    Reply
15. Jay says:

    January 7, 2016 at 4:48 pm

    I don't think this is really for "lookups"...

    Try creating a pivot with sale ID and customer name in row fields. It will give you ALL customer names per sale ID.

    You'd need to use RELATED function in a new column in powerpivot if you want something equivalent to "vlookup"

    Reply
16. Aslam says:

    June 13, 2016 at 6:57 pm

    Please explain the difference between data model and power pivot, the functions of both of them are different and similar
    thanks

    Reply
17. Excel and big data - www.office.com/setup says:

    November 25, 2016 at 8:08 am

    […] Handling large volumes of data in Excel—Since Excel 2013, the “Data Model” feature in Excel has provided support for larger volumes of data than the 1M row limit per worksheet. Data Model also embraces the Tables, Columns, Relationships representation as first-class objects, as well as delivering pre-built commonly used business scenarios like year-over-year growth or working with organizational hierarchies. For several customers, the headroom Data Model is sufficient for dealing with their own large data volumes. In addition to the product documentation, several of our MVPs have provided great content on Power Pivot and the Data Model. Here are a couple of articles from Rob Collie and Chandoo. […]

    Reply
18. Bernadette Savage says:

    December 20, 2016 at 6:45 pm

    I need to use a slicer to allow a user to select vendor by name. In the background, I need to obtain the vendor ID to link to multiple datasets where the name may not be spelled consistently. Any advice?

    Reply
    • Hui... says:

      December 21, 2016 at 9:40 am

      @Bernadette

      You can use the technique described here:
      http://chandoo.org/wp/2016/05/11/apply-conditional-formatting-using-slicers/

      I'd suggest try that and then if you have troubles ask the question in the Chandoo.org Forums http://forum.chandoo.org/
      Attach a sample file to simplify the response

      Reply
19. Andrea says:

    June 6, 2017 at 12:00 pm

    I've tried this in Excel 2016. It works great.
    I can even create Cube Formulas on the Data model after I've inserted the pivot table.
    Just for the fun of it, I tried to see if I could do Cube Formulas without creating the pivot table in advance. I can define Cube members, but it seems as if the measure part is playing tricks on me.

    I can't get a Cube Value for Chocolates sold to Male customers.
    With the Pivot created the formula looks like this (and works fine)
    =CUBEVALUE("ThisWorkbookDataModel";"[Customer].[Gender].&[Male]";"[Product].[Category].&[Chocolates]";"[Measures].[Sum of Quantity]")

    Does anyone know how I can solve this, or am I asking the impossible?

    Reply
20. Kwabena Anaafi says:

    September 15, 2018 at 11:49 pm

    I want to see the video on this topic

    Reply
21. nestavaro says:

    February 1, 2019 at 2:41 am

    What if customer.profession change its value after sometime?
    Supposed we have monthly data for Sales. What if one customer is a doctor in Feb, then a pilot in October, for example?

    How to build data model for such that situation?

    Thank you.

    Reply
    • Chandoo says:

      February 4, 2019 at 9:44 pm

      In such case, you need to make relationships based on two columns. This kind of feature is not supported in Excel. You can use Power Query to merge tables based on multiple columns and return a consolidated giant table to Excel for reporting.

      Reply
22. nestavaro says:

    February 5, 2019 at 3:20 pm

    Is it able in MS Access?
    I have never used access before.

    Reply
23. faisal says:

    November 20, 2019 at 3:02 pm

    thanks chandooo your article is very helpfull for troubling peoples' especially in office environment under boss pressure.

    Reply
24. Ron says:

    March 8, 2020 at 3:13 pm

    Here is an introduction to PowerPivot.

    The link above is broken

    Reply
25. Venkatesh says:

    November 3, 2020 at 5:30 pm

    Hi. This has really taken my interest.. I have huge data tables to work with...and I use vlookup to fetch certain data. I have different data in different sheets...

    Like customer sales (customer code, product code,qty, piece rate, total amount, branch code) data in one sheet
    Branch details in another (branch code, branch address, state , region)
    Customer Geographical Data in third sheet (region, region name)
    Product details in fourth sheet (product code, product description and related)

    Now I use a vlookup to get branch name, state and product name respectively into my main sheet.

    Now what I want is

    customer code, product code,qty, piece rate, total amount, branch code) data in one sheet, branch address, state , region, region name, product description

    Can't his be done thru data model... I tried but it's not working... Eitherway, I will gonthru thr session on e again and give a try... Any help, is appreciated. Thankyou

    Reply
26. Achyutanand Khuntia says:

    November 29, 2021 at 10:19 am

    Dear All,

    i am striving to do reverse relationship in Power pivot ,

    example : -

    1 - Data sheet
    2. - Source data

    step to stops - import first data sheet in power piovt and then source data , made relationship with both sheet , after created relationship i am able to do put related formula in source data sheet only (=releted('Source data'[Amount]), if i go to put formula in data sheet , parameter of Source data are not visible ,

    could someone educate me how can i do , and utilize related formula in data sheet.

    Reply

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