How to create a Pivot table with 2 many-to-many relationship tables

Xceller

Active Member
Joined
Aug 24, 2009
Messages
265
I have two tables, [ActualSales] and [ActualPayment].

They are both have 3 columns,
[ActualSales] contains: "Date", "InvoiceNo", "SalesAmount"
[ActualPayment] contains: "Date", InvoiceNo", PaymentAmount"

I tried building a linked Date table and a linked Invoice table and hoping to connect and two tables.
[lnkDate]
[lnkInvoiceNo]

I dropped the Date field from the [LinkedDate] table to the Row Field of the pivot table and the InvoiceNo from [LinkedInvoice] table to the pivot table row field. Also dropped the ActualSales from [ActualSales] table and PaymentAmount from the [ActualPayment] table to the Value field of the pivot table.

Although the Grand Totals of the pivot table are correct, the invoice by dates are incorrect - repeating the same amounts.

Is my dataset un-pivotable? is there a workaround?

This is the result I am hoping to see:

InvoiceDate------------InvoiceNo------------ActualSalesAmount-----------------PaymentDate-----------PaymentAmount
05/30/2018-----------10001-----------------$1,000.00----------------------------6/30/2018--------------$1,000.00

any help or comments will be appreciated.
 
Last edited:

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.
Looks like the dimension table you created is not filtering the two fact tables. Did you link them with relationships? are the invoice numbers on both tables related?
 
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