Gesyca_is_joy

Board Regular
Joined
Apr 24, 2014
Messages
90
Office Version
  1. 365
Platform
  1. Windows
So I have to create what will be in essence a small database in excel for reasons far too long to go into. My thought is to create 3 tabs with 3 named tables then create a power pivot to drill down and return the needed information. If there is a better way to do this PLEASE feel free to tell me. (Excel on PC)

Table 1 has vendor profiles information (think company name, contact info, etc.):
Company NameVendor IDNamePhoneEmail
ABC ServicesS-11115John Smith555-5555john@abcservices.com

Table 2 has work types (trades) that each company can do:
Vendor IDElectricalPlumbingHVACGeneral RepairsLandscaping
S-11115YesYes

Table 3 has locations each company can work at:
Vendor IDSite 123Site 456Site 789Site 1010Site 999
S-11115YesYes

I tried to connect the tables together using the Vendor ID field as it is unique, no duplicates and in all tables

my ultimate goal is to create a pivot that will let the user filter on site and trade then return the company name and contact information for all companies that can do that work at that location, something like:

Site: [dropdown of all sites]
Trade: [dropdown of all trades]

Company NameContactPhoneEmail


But I cannot get it to work and I am wondering if it's because the sites and trades are column headers?
 

Excel Facts

Create a Pivot Table on a Map
If your data has zip codes, postal codes, or city names, select the data and use Insert, 3D Map. (Found to right of chart icons).
I personally thing a Pivot it the wrong tool.
Pivot's normally revolve around a "Fact" table where a fact table is the central table which stores quantitative data.

I don't think any of your tables contain quantitative data.

My thoughts would be to pull all 3 files into Power Query. Unpivot the Location table.
Then
Option 1)
Output the Merged data to a Excel.
This will output as a table
Add slicers for Site & Trade to the table

Option2)
Have drop down boxes for Site & Trade
Then refresh the query using Site & Trade as parameters to only return the filtered data to Excel
 
Upvote 0
Solution
Agreed. After writing out the help question and staring at my screen for a while I inverted my dependent tables so the site and trades are drop downs. The. Created one to many relationships and got it to work.
 
Upvote 0

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