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swwong1's avatar
swwong1
Helper III
5 years ago
Solved

Relationship Between Data Table and Virtual Table

Hi All

 

My transactional data is on a project level by client and I have used SUMMARIZECOLUMNS to calculate the total revenue by client.

However since there is no relationship, the filters aren't propogating properly. Therefore the number of clients by group is showing 3 for every row instead of the correct number.

 

Do I need a 'lookup' table so I can join the two transactional tables together?

 

Thanks!https://www.dropbox.com/sh/d6kw5mv524s5hsv/AAAtH2UhT0co35Xmnw_ViBupa?dl=0 

  • Hi, swwong1 

    Please correct me if I wrongly understood your question.

    I do not know the situation that is related to this data model well, but,

    in my opinion, I prefer to create a relationship and drag the ClientGroup Column Not from Data Table, but from Client Data Table.

     

    Please check the link down below.

     

    https://www.dropbox.com/s/yy60lo6pjc9naqs/SampleFile.pbix?dl=0 

     

    Hi, My name is Jihwan Kim.

    If this post helps, then please consider accept it as the solution to help other members find it faster, and give a big thumbs up.

     

2 Replies

  • Hi, swwong1 

    Please correct me if I wrongly understood your question.

    I do not know the situation that is related to this data model well, but,

    in my opinion, I prefer to create a relationship and drag the ClientGroup Column Not from Data Table, but from Client Data Table.

     

    Please check the link down below.

     

    https://www.dropbox.com/s/yy60lo6pjc9naqs/SampleFile.pbix?dl=0 

     

    Hi, My name is Jihwan Kim.

    If this post helps, then please consider accept it as the solution to help other members find it faster, and give a big thumbs up.

     

    • swwong1's avatar
      swwong1
      Helper III

      Thanks Jihwan_Kim 

       

      This is what I want, but strangely it didn't work when I was doing it at work (for a more complicated dataset). Seems like this relationship didn't connect properly.

       

      Let me test it our at work using this approach again