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EstanisMiret's avatar
EstanisMiret
Frequent Visitor
7 months ago
Solved

Conectores multiples

Dispongo de dos tablas de datos, una de movimientos y otra de clientes/socios

En la tabla de movimientos aparecen los campos "fecha", "cliente", "socio", "producto" e "importe". 

En la tabla de clientes/socios tengo los campos "nombre"

Tego las tablas de datos vinculadas por "cliente" = "nombre"

 

El problema es que mis socios también pueeden ser clientes, y quiero calcular la suma de importes de cada "nombre" como "cliente" y como "colaborador".

 

¿Hay algun criterio que permita que los conectores entre tablas sean condicionales y que pueda elegir como debe de agrupar los datos? 

  • EstanisMiret You can form multiple relationships between tables and use the USERELATIONSHIP function within the CALCULATE function to control which relationship is used. So you could create two relationships between the tables like name to customer and name to partner and depending on which one you want to use then you could control the behavior. 

  • Hi EstanisMiret 

     

     Configure 2 relationships between the tables, 1 active and 1 inactive:

    Active - Company[Name] - Transactions[Client]

    Inactive - Company[Name] - Transactions[Partner]

     

     

    Add 2 measures to your report:

     

    Client transaction total = SUM(Transactions[Amount])

     

    Partner transaction total = CALCULATE(SUM(Transactions[Amount]),
                                USERELATIONSHIP(Company[Name], Transactions[Partner]))

     

    You will get the following results:

     

     

     

    --------------------------------

    I hope this helps, please give kudos and mark as solved if it does!

     

    Connect with me on LinkedIn.

    Subscribe to my YouTube channel for Fabric/Power Platform related content!

4 Replies

  • EstanisMiret You can form multiple relationships between tables and use the USERELATIONSHIP function within the CALCULATE function to control which relationship is used. So you could create two relationships between the tables like name to customer and name to partner and depending on which one you want to use then you could control the behavior. 

  • Hi EstanisMiret 

     

     Configure 2 relationships between the tables, 1 active and 1 inactive:

    Active - Company[Name] - Transactions[Client]

    Inactive - Company[Name] - Transactions[Partner]

     

     

    Add 2 measures to your report:

     

    Client transaction total = SUM(Transactions[Amount])

     

    Partner transaction total = CALCULATE(SUM(Transactions[Amount]),
                                USERELATIONSHIP(Company[Name], Transactions[Partner]))

     

    You will get the following results:

     

     

     

    --------------------------------

    I hope this helps, please give kudos and mark as solved if it does!

     

    Connect with me on LinkedIn.

    Subscribe to my YouTube channel for Fabric/Power Platform related content!