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Here you can see the existing relationships and select them to Edit, Activate, Deactivate or Delete.This will open the Manage Relationships dialog box. Find the Relationships button in the Analyze tab under the Calculations section.Find the Relationships button in the Data tab under the Data Tools section.You can do this from either the Data tab or the Analyze tab in the ribbon. You can also create these relationships before trying to build the pivot table.

Now your resulting pivot table contains the customer Name from the Customers table along with the correct corresponding Total from the Orders table.

Select Customer ID as the Column (Foreign).Select the Orders table as the main Table.If you choose to Create the relationships yourself then the Create Relationship menu will open. Small tables and consistent field names between tables will help Auto-Detect to work. With this simple relationship, Excel is easily able to create the relationship. If you choose Auto-Detect, Excel will work to create the relationships and you can check the results by pressing the Manage Relationships button or just Close the window. From here you can select Auto-Detect and let Excel guess the relationships between your tables or you can Create them yourself. A notice will appear above the field list saying Relationships between tables may be needed.Drag the Total field from the Orders table to the Values area.Expand the table to see fields by clicking the arrow next to the table name. Drag the Name field from the Customers table to the Rows area.

You can delete one of the pivot tables created since you only need one, the data will remain in the Data Model.īuild your pivot table with the Name from the Customers table in the Rows area and Total from the Orders table in the Values area. With either of your pivot tables created, you should see both tables in the PivotTable Fields window from the All view. Repeat these steps for the Customers table.