Forum Discussion
Manage relationships (unique values needed)
Hello all,
I'm new to Power BI, and I'm trying to manage relationships between 3 tables -- "Customers", "Sales Orders", and "Cash Sales".
The Customers table includes a list of all current customers with a 3 month time period (Q3 2015).
Ex:
Customers
Customer 123
Customer 456
Customer 789
The Sales Orders table includes the Sales Orders for each of those customers
SO# Customers
SO-400 Customer 123
SO-401 Customer 456
SO-402 Customer 789
To illustrate, I have a Sales Order with 3 distinct items, so in the Cash Sales table, it displays the same Sales Order number in three consecutive rows right next to 3 different item numbers.
Ex:
SO# Item# Customers Date of Sale
SO-401 9900 Customer 456 09/01/2015
SO-401 9921 Customer 456 09/01/2015
SO-401 9931 Customer 456 09/01/2015
I want to create a relationship for the "Customers" column in the Customers table to the same column in the Sales Orders table, which works perfectly. The problem I seem to have is when I try to create a relationship between the SO# column in the Sales Orders table and the Cash Sales table (due to the Cash Sales table having duplicate values for the SO#).
Is there any way to "roll up" the duplicate values in the SO# column so I can create the relationship with unique values?
Thank you in advance to anyone that can help! :)
9 Replies
- Sean
Community Champion
Do you have duplicate SO# in the Sales Orders Table?
What error message do you get when you try to relate the 2 tables?
- TaylorVAFrequent Visitor
No, I only have unique SO#s in the Sales Orders table, but I have duplicate Customers (due to Customers that placed more than one order within the Q3 2015 time frame).
Ex:
SO# Customers
SO-101 Customer 123
SO-102 Customer 123
SO-103 Customer 123
SO-121 Customer 456
SO-122 Customer 456
SO-131 Customer 789
SO-132 Customer 789
The error message I get is:
"We cannot create a relationship between 'Sales Orders'[SO#] and 'Cash Sales'[SO#]. This could be because there is missing intermediate data to connect the two columns."
- Sean
Community Champion
What error do you get when you try to relate? Can you post a screenshot of the error message?
Based on the sample you've provided everything should work!