---
title: "Define worksheet relationships"
slug: "worksheet-relationships"
description: "Define master-detail worksheet relationships to enable the display of data from one worksheet as expandable detail records in another worksheet."
updated: 2022-12-12T21:52:28Z
published: 2022-12-12T21:52:28Z
canonical: "docs.zilliant.com/worksheet-relationships"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zilliant.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Define worksheet relationships

Important

          

When possible, Zilliant documentation avoids using biased language. We have maintained some terms to avoid affecting customer implementations.

A master-detail worksheet relationship enables the display of data from one worksheet as expandable detail records in another worksheet. Essentially, it is a parent-child relationship between two worksheets in the same workbook.

You can recognize master-detail records by the Expand indicator at the left of a worksheet row. Select it to expand and view the detail records. ![Worksheet relationship.png](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/Worksheet%20relationship.png?sv=2026-02-06&spr=https&st=2026-10-30T21%3A05%3A51Z&se=2026-10-30T22%3A05%3A51Z&sr=c&sp=r&sig=nuDuIFCPT8fU2RWq7qC2Usj6xKmZ%2BKWQxLfjOL3Z7YI%3D)

In this example, **Country Products** is a master worksheet, and **Global List Prices** is its detail, with **Product Id** and **List Price** columns mapped accordingly.

## Configure a worksheet relationship

1. In a worksheet that will act as a master worksheet, select **Properties**.
2. In the left panel, select **Master Detail**.
3. In the **Master Detail** panel, select **New**.
4. From the **Detail Workbook** dropdown, select the workbook from which you want to choose a detail sheet.
5. From the **Detail Sheet** dropdown, select a sheet that will be a detail sheet.

          Note

          

Only worksheets with no **Master Detail** relationship already configured are listed in the **Detail Sheet** dropdown.
6. The **Active** checkbox is selected by default. This means that this new configuration is active for the selected worksheet.

          Note

          

Only one **Master Detail** configuration can be active for the same worksheet​​. You can clear the **Active** checkbox to disable the configuration for the current worksheet relationship at any time.
7. Select **Add Condition** to define one or more **Join Conditions** between columns: a. From the **Master Column** dropdown, select a column from the master worksheet. b. From the **Detail Column** dropdown, select the column from the detail worksheet.

          Notes

          

  - You must map at least one **Master Column** and one **Detail Column**.
  - You can define multiple **Join Conditions**.
8. Select **Save**.

## Edit a relationship configuration

1. In a worksheet, select **Properties**.
2. In the left panel, select **Master Detail**.
3. In the **Master Detail** panel, select a configuration to edit.
4. In the right panel, you can:
  - Clear the **Active** checkbox to deactivate a **Master Detail** configuration.
  - Select the **Active** checkbox to activate a different **Master Detail** configuration.

          Note

          

Only one **Master Detail** configuration can be active for the same master worksheet.
  - Update **Master Column** and **Detail Column** mapping(s).
  - **Delete** the configuration.

![chevronright_60](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/chevronright_60.png?sv=2026-02-06&spr=https&st=2026-10-30T21%3A05%3A51Z&se=2026-10-30T22%3A05%3A51Z&sr=c&sp=r&sig=nuDuIFCPT8fU2RWq7qC2Usj6xKmZ%2BKWQxLfjOL3Z7YI%3D)

Expand

![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Glossary/settings_60.png?sv=2026-02-06&spr=https&st=2026-10-30T21%3A05%3A51Z&se=2026-10-30T22%3A05%3A51Z&sr=c&sp=r&sig=nuDuIFCPT8fU2RWq7qC2Usj6xKmZ%2BKWQxLfjOL3Z7YI%3D)

Properties