Upgrading the Source Tables
To connect tables using relationships requires that each table be “upgraded” from a plain table to a proper Excel Table.
Select each table and press CTRL-T. In the Create Table dialog box, ensure the proper data range is selected and the “My table has headers” option is selected. Do this for each table.
Naming the Tables
Although optional, it’s a good idea to give the newly upgraded tables better names. This will make creating the relationships (next step) easier and more understandable.
Select a table and click Table Design (tab) -> Properties (group) -> Table Name. Give the table a name of your choosing (ex: “MasterArticle”).
NOTE: Table names cannot contain spaces and MUST begin with a letter.
Repeat this process, giving each table a more meaningful name.
To create the relationships, select Data (tab) -> Data Tools (group) -> Relationships.
In the Manage Relationships dialog box, select New.
In the Create Relationship dialog box, select the “TableSales” and “MasterArticle” tables along with the common field Article Code as the field that will link the two tables together.
Once created, the link appears in the Manage Relationship dialog box as follows.
Repeat this process to create the link between the “TableSales” and “MasterCustomer” tables using the Customer Code field as the link field.
Click Close to exit the relationship building step.