Parent child relationship in excel

Tutorial: Extend Data Model relationships using Excel, Power Pivot, and DAX - Excel

parent child relationship in excel

Click Create Hierarchy to create a parent hierarchy level at the bottom of the table . The columns will copy into the hierarchy as child levels. Enter a name for. I am facing problem regarding parent-child relations inside Excel, and is regarding display. Suppose I have two tables 1 and 2 as follows. Parent: All – Plant Line Children: Group – Plant Line I get the data in attached ( Input format from the server – Initially, all the Parent.

You notice that both the Medals table and the Events table have a field called DisciplineEvent. Upon further inspection, you determine that the DisciplineEvent field in the Events table consists of unique, non-repeated values.

The DisciplineEvent field represents a unique combination of each Discipline and Event. In the Medals table, however, the DisciplineEvent field repeats many times.

Create a relationship between the Medals table and the Events table. A line appears between them, indicating a relationship has been established. Click the line that connects Events and Medals. The highlighted fields define the relationship, as shown in the following screen. To connect Hosts to the Data Model, we need a field with values that uniquely identify each row in the Hosts table.

Then we can search our Data Model to see if that same data exists in another table. With Hosts selected, switch back to Data View.

Extend the Data Model using calculated columns To establish a relationship between the Hosts table and the Data Model, and thereby extend our Data Model to include the Hosts table, Hosts must have a field that uniquely identifies each row. In addition, that field must correspond to a field in the Data Model. You can, however, create new columns by using calculated fields based on the existing data.

By looking through the Hosts table, then looking at other Data Model tables, we find a good candidate for a unique field we could create in Hosts, and then associate with a table in the Data Model.

Both tables will require a new, calculated column in order to meet the requirements necessary to establish a relationship. In Hosts, we can create a unique calculated column by combining the Edition field the year of the Olympics event and the Season field Summer or Winter. In the Medals table there is also an Edition field and a Season field, so if we create a calculated column in each of those tables that combines the Edition and Season fields, we can establish a relationship between Hosts and Medals.

The goal is to create a calculated column in the Hosts table, and then in the Medals table, which can be used to establish a relationship between them.

Parent Child Relationship

Select the Hosts table in Power Pivot. Adjacent to the existing columns is an empty column titled Add Column. Power Pivot provides that column as a placeholder. There are many ways to add a new column to a table in Power Pivot, one of which is to simply select the empty column that has the title Add Column.

In the formula bar, type the following DAX formula. As you type, AutoComplete helps you type the fully qualified names of columns and tables, and lists the functions that are available.

Use tab to select AutoComplete suggestions. You can also just click the column while typing your formula, and Power Pivot inserts the column name into your formula. Values are populated for all the rows in the calculated column.

Such fields are called a primary key.

parent child relationship in excel

You can rename any column by double-clicking it, or by right-clicking the column and choosing Rename Column. When completed, the Hosts table in Power Pivot looks like the following screen.

Hierarchies in Power Pivot

The Hosts table is ready. Start by creating a new column in the Medals table, like we did for Hosts.

parent child relationship in excel

Notice that Add Column is selected. This has the same effect as simply selecting Add Column. The Edition column in Medals has a different format than the Edition column in Hosts.

Before we combine, or concatenate, the Edition column with the Season column to create the EditionID column, we need to create an intermediary field that gets Edition into the right format. In the formula bar above the table, type the following DAX formula. Values are populated for all the rows in the calculated column, based on the formula you entered.

representing parent-child relationship in excel - Stack Overflow

Rename the column by right-clicking CalculatedColumn1 and selecting Rename Column. Type Year, and then press Enter. When you created a new column, Power Pivot added another placeholder column called Add Column.

In the formula bar, type the following DAX formula and press Enter. Sort the column in ascending order.

parent child relationship in excel

The Medals table in Power Pivot now looks like the following screen. Notice many values are repeated in the Medals table EditionID field. What is unique in the Medals table is each awarded medal. The unique identifier for each record in the Medals table, and its designated primary key, is the MedalKey field. The next step is to create a relationship between Hosts and Medals. You can also switch between Grid view and Diagram view using the buttons at the bottom of the PowerView window, as shown in the following screen.

Expand Hosts so you can view all of its fields. We created the EditionID column to act as the Hosts table primary key unique, non-repeated fieldand created an EditionID column in the Medals table to enable establishment of a relationship between them. We need to find them both, and create a relationship.

Power Pivot provides a Find feature on the ribbon, so you can search your Data Model for corresponding fields. Position the Hosts table so that it is next to Medals. Power Pivot creates a relationship between the tables based on the EditionID column, and draws a line between the two columns, indicating the relationship. In this section, you learned a new technique for adding new columns, created a calculated column using DAX, and used that column to establish a new relationship between tables.

You can also use the associated data to create additional PivotTables, PivotCharts, Power View reports, and much more. Create a hierarchy Most Data Models include data that is inherently hierarchical. Common examples include calendar data, geographical data, and product categories.

parent child relationship in excel

Creating hierarchies within Power Pivot is useful because you can drag one item to a report — the hierarchy — instead of having to assemble and order the same fields over and over. The Olympics data is also hierarchical. For each sport, there is one or more associated disciplines sometimes there are many.

And for each discipline, there is one or more events again, sometimes there are many events in each discipline. The following image illustrates the hierarchy. You then use these hierarchies to see how hierarchies make organizing data easy in PivotTables and, in a subsequent tutorial, in Power View.

Expand the Events table so that you can more easily see all of its fields. Press and hold Ctrl, and click the Sport, Discipline, and Event fields. With those three fields selected, right-click and select Create Hierarchy.

parent child relationship in excel

A parent hierarchy node, Hierarchy 1, is created at the bottom of the table, and the selected columns are copied under the hierarchy as child nodes. Verify that Sport appears first in the hierarchy, then Discipline, then Event. A hierarchy is a list of columns that roll up to a single item in a Pivot or Power View report.

A hierarchy appears as a single object in the Field List. Hierarchies make it easier for users to select and navigate common paths of data when creating reports and pivot tables. To create hierarchies, you'll need to enable the Power Pivot add-in. Open the Power Pivot window.


In Diagram View, select one or more columns in the same table that you want to place in a hierarchy. Right-click one of the columns you've chosen.

Enter a name for your new hierarchy. Drag more columns into the hierarchy parent level, which creates child levels from the columns and places the levels at the bottom of the hierarchy. When you use multi-select to create a hierarchy, the order of the child levels is initially set according to the cardinality of the columns. Keep in mind that adding additional columns places child levels at the bottom of the list. You can drag the columns to change the order. You can create a hierarchy from a hidden column a column that is hidden from client tools.

If you know what columns you want to create as child levels in your hierarchy, click the Create Hierarchy item in the context menu to multi-select those columns and quickly create a hierarchy with multiple child levels. Edit a Hierarchy You can rename a hierarchy, rename a child level, change the order of the child levels, add additional columns as child levels, remove a child level from a hierarchy, show the source name of a child level the column nameand hide a child level if it has the same name as the hierarchy parent level.

To change the name of a hierarchy or child level Right-click the hierarchy parent level or a child level, and then click Rename.

Or, double-click the parent hierarchy and then edit the name. To change the order of a child level in a hierarchy Drag a child level into a new position in the hierarchy.