Define worksheet relationships
- 12 Dec 2022
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Define worksheet relationships
- Updated on 12 Dec 2022
- 1 Minute to read
- Print
- DarkLight
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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.
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
In a worksheet that will act as a master worksheet, select Properties.
In the left panel, select Master Detail.
In the Master Detail panel, select New.
From the Detail Workbook dropdown, select the workbook from which you want to choose a detail sheet.
From the Detail Sheet dropdown, select a sheet that will be a detail sheet.
NoteOnly worksheets with no Master Detail relationship already configured are listed in the Detail Sheet dropdown.
The Active checkbox is selected by default. This means that this new configuration is active for the selected worksheet.
NoteOnly 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.
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.
Select Save.
Edit a relationship configuration
In a worksheet, select Properties.
In the left panel, select Master Detail.
In the Master Detail panel, select a configuration to edit.
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.
NoteOnly one Master Detail configuration can be active for the same master worksheet.
Update Master Column and Detail Column mapping(s).
Delete the configuration.
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