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hoyt22's avatar
hoyt22
Icon for Helper I rankHelper I
1 year ago
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Grouping Values into Multiple Categories

Hi all,

 

I'm running into issues when trying to group values into multiple categories. Example below. Smith Corp should be included in two different categories.

 

CompanyCategory
Smith CorpGeneral
Smith CorpBusiness
Johnson IncGeneral
Jane CoBusiness

 

Ultimately, I would want a Category slicer and a Company slicer. The Category slicer would filter the Company slicer. This would allow the user to look at the Category as a whole or drill down to a specific advertiser within that Category.

 

Because this isn't a one-to-one relationship or one-to-many relationship with my fact table, I created a mapping table and a bridge table to reduce ambiguity. However, when I add the Category into a slicer, it doesn't filter anything.

 

I'm not sure if this is how Power BI operates or if I'm missing something in my setup. Any advice would be greatly appreciated!

 

Test Dashboard on Google Drive

  • If you use many-to-many, bridge table isn't necessary. Ensure that the relationship is single direction. 

     

4 Replies

  • Hi hoyt22 

    You category slicer isn't working because the relationship flows from advertiser bridge to advertiser group mapping only. You can change the relationship to bi-directional to make it work. But for simplicity's sake, I'll use a many-to-many single direction relationship between advertiser group mapping and competitor spend. Test in DAX studio which one is more optimize for your use case.

    • hoyt22's avatar
      hoyt22
      Icon for Helper I rankHelper I

      Thanks, danextian.

       

      So, do I not need the bridge table at all? And for the mapping, does it have to be a many to many relationship or would a one to many work? I'll definitely test it, but I'm trying to work out the logic.

       

      I appreciate your help!

      • danextian's avatar
        danextian
        Icon for Super User rankSuper User

        If you use many-to-many, bridge table isn't necessary. Ensure that the relationship is single direction.