Forum Discussion
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.
| Company | Category |
| Smith Corp | General |
| Smith Corp | Business |
| Johnson Inc | General |
| Jane Co | Business |
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!
If you use many-to-many, bridge table isn't necessary. Ensure that the relationship is single direction.
4 Replies
- danextian
Super User
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.
- danextian
Super User
If you use many-to-many, bridge table isn't necessary. Ensure that the relationship is single direction.