Forum Discussion
How to avoid circular reference, simple case
- 1 year ago
Hi Anonymous , Thank you for reaching out to the Microsoft Community Forum.
Create a separate Date table in your model. Make sure both tables have a proper date column for SalesAssignments, convert the period text (like JAN 2025) into an actual date, such as the first day of the month. You can do this in Power Query using basic date transformation steps.
Once both tables have valid date columns, go to the model view and create relationships from each of them to the Date table. Do not connect the two fact tables to each other. As long as both link to the Date table, the slicer will filter them correctly.
remove the relationship between the taables in the bottom
you only need the 2 relationship starting from the the date table
If this helped, please consider giving kudos and mark as a solution
me in replies or I'll lose your thread
consider voting this Power BI idea
Francesco Bergamaschi
MBA, M.Eng, M.Econ, Professor of BI
But I need to show (for example) which customers where reached by sales reps in a specific time frame. If the user selects "january" my dashboard will show that john has reached only cust 1 but not cust 4,
I assume I need a relationship between the tables.