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February 14, 2022
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Hello everyone,
I recently came across the tutorial Interactive Excel Project Management Dashboard - FREE Download and have rebuilt this. Mynda, first of all thank you so much for this great tutorial!
In the meantime, I have already incorporated several additions to adapt the dashboard even better to my needs.
In the course of this, I stumbled across a problem with slicers, which I can't get solved.
The problem is as follows:
I have two data sources, both of which contain the order number as a criterion. The first data table has a 1:1 relationship, i.e. only one row per order number. In the second data table, however, I have a 1:n relationship.
Because of this, it does not seem to be possible to create a slicer "order number" that simultaneously controls all graphics/tables that refer to the different data sources.
Is there a work-around here?
My idea was to read out the selected result of the first "order number" slicer and referencing all pivot table filters belonging to the second data source to this fixed cell that outputs the set slicer value of the first data source. But it seems that I cannot enter a formula to the pivot table filter field.
I've attached a Testfile and hope that it will help to understand my problem better. I'm using M365 on Windows 10.
The first data table is located on worksheet "Aufträge". The second data table can be found on worksheet "Finanzen".
I want to add the diagram "Zahlungsbedingungen" (see worksheet "Dashboard") to the slicer "Auftrag" or find a workaround so that it is automatically changed as well.
Thank you for any ideas to solve my problem
Greetings from Germany.
Conny
July 16, 2010
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Hi Conny,
Welcome to our forum! It's great to hear you found my tutorial helpful.
What you have in your Power Pivot model are 3 fact tables. If you want to relate them, then you do so through dimension tables. You then use the fields from the dimension tables in your PivotTable row/column labels and for the Slicer.
A dimension table typically contains a unique list of the fields you want to summarise your data by, in your case it is the Order number and probably dates, status and anything else you want to filter the data by. You need separate dimension tables for each 'dimension' so that you can maintain a unique list. You can use Power Query to extract the order numbers etc. from the 3 fact tables and then remove duplicates.
I hope that points you in the right direction. If you'd like to learn more about Power Pivot and Power Query, please consider my courses.
Mynda
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