topic Re: USERELATIONSHIP to calculate SUM in DAX Commands and Tips

USERELATIONSHIP to calculate SUM

Anonymous — Fri, 12 Nov 2021 12:29:56 GMT

Hello Community,

Hope you are well.

I have the below fact table which is connected to a dates table.

There are two relationships between the two tables:

The active relationship is between 'Dates'[Date] and 'Fact'[Arrival Date]
The inactive relationship is between 'Dates'[Date] and 'Fact'[Ship Date]

I have built 2 measures calculating the SUM of Q[Quantity],

filtered on 'Fact'[Extraction Source] = "RM3" , and
filtered on 'Fact'[Extraction Source] = "SM3"

, based on the active relationship.

I need help with writing the same measures based on the inactive relationship. I tried various measures by using USERELATIONSHIP , without any success.

Extraction Source	Product	Quantity	Ship Date	Arrival Date
RM3	PR1	8	01 February 2021	06 April 2021
RM3	PR2	85	05 March 2021	12 April 2021
RM3	PR3	42	06 April 2021	09 June 2021
SM3	PR1	14	25 January 2021	26 March 2021
SM3	PR2	7	20 February 2021	02 April 2021
SM3	PR3	47	20 March 2021	02 June 2021

Thank you,

George

Re: USERELATIONSHIP to calculate SUM

amitchandak — Fri, 12 Nov 2021 13:12:12 GMT

Anonymous , Try two measures like

calculate(sum(Fact[Quantity]), userelationship( 'Dates'[Date] ,'Fact'[Arrival Date]), filter('Fact', 'Fact'[Extraction Source] = "RM3"))

calculate(sum(Fact[Quantity]), userelationship( 'Dates'[Date] ,'Fact'[Arrival Date]), filter('Fact', 'Fact'[Ship Source] = "RM3"))

Re: USERELATIONSHIP to calculate SUM

Anonymous — Fri, 12 Nov 2021 14:26:21 GMT

Hello amitchandak

Thank you for your reply.

Please see my inputs below.

The measures ArrivalDate_RM3 and ArrivalDate_SM3 work correctly, as they rely on the active relationship.

ArrivalDate_RM3 =

CALCULATE (

SUM('Fact'[Quantity]),

FILTER (

'Fact','Fact'[Extraction Source] = "RM3")

)

ArrivalDate_SM3 =

CALCULATE (

SUM('Fact'[Quantity]),

FILTER (

'Fact','Fact'[Extraction Source] = "SM3")

)

The two below measures, ShipDate_RM3 and ShipDate_SM3 are based on the inactive relationship and return blank.

ShipDate_RM3 =

CALCULATE(

SUM('Fact'[Quantity]),

USERELATIONSHIP('Fact'[Ship Date],Dates[Date]),

FILTER('Fact','Fact'[Extraction Source] = "RM3")

)

ShipDate_SM3 =

CALCULATE(

SUM('Fact'[Quantity]),

USERELATIONSHIP('Fact'[Ship Date],Dates[Date]),

FILTER('Fact','Fact'[Extraction Source] = "SM3")

)

Can you please advise what I am doing wrong?

Visuals

Data Model

Thank you

George

Re: USERELATIONSHIP to calculate SUM

smpa01 — Fri, 12 Nov 2021 14:58:14 GMT

Anonymous while activating a relationship inside USERELATIONSHIP you need to explictly mention the filter direction; whatever is the first table inside USERELATIONSHIP that would filter the 2nd table inside parenthesis.

So,

ShipDate_RM3 =

CALCULATE(

SUM('Fact'[Quantity]),

USERELATIONSHIP(Dates[Date],'Fact'[Ship Date]),

FILTER('Fact','Fact'[Extraction Source] = "RM3")

)

instead of

ShipDate_RM3 =

CALCULATE(

SUM('Fact'[Quantity]),

USERELATIONSHIP('Fact'[Ship Date],Dates[Date]),

FILTER('Fact','Fact'[Extraction Source] = "RM3")

)

becuase Date filters Fact and not the other way round.

Re: USERELATIONSHIP to calculate SUM

Anonymous — Fri, 12 Nov 2021 15:12:25 GMT

Hello smpa01 ,

Thank you for your reply, I didn't know this detail.

I adjusted my measures but unfortunately, they continue to return blank.

What am I missing here?

ShipDate_RM3 =

CALCULATE(

SUM('Fact'[Quantity]),

USERELATIONSHIP('Dates'[Date],'Fact'[Ship Date]),

FILTER('Fact','Fact'[Extraction Source] = "RM3")

)

ShipDate_SM3 =

CALCULATE(

SUM('Fact'[Quantity]),

USERELATIONSHIP('Dates'[Date],'Fact'[Ship Date]),

FILTER('Fact','Fact'[Extraction Source] = "SM3")

)

Inactive relationship.

Thank you,

George

Re: USERELATIONSHIP to calculate SUM

smpa01 — Fri, 12 Nov 2021 15:21:28 GMT

Anonymous I am not sure what is causing that still, please find my pbix

Re: USERELATIONSHIP to calculate SUM

chat_peters — Sat, 12 Mar 2022 02:32:29 GMT

Hello, I have a question about userelationship function, I've been tasked with having one filter respond to two different columns in the same table 😞
I have four tables in my model. Orderfact, CallerDim, BuyerDim and People Dim. The ask is to be able to pick a location from people fact and have it respond to both columns in order fact. For example say if
order ID 1 - Caller is from Lima and the Buyer is from Guadalajara
order ID 2 - the Caller is from Guadalajara and the buyer is from Leon
Order ID 3 - Caller and Buyer are both from Guadalajara. When I choose Guadalajara from the location filter it should be able to pick up all three of the records. Currently I can achieve this by creating a measure with userelationship,

inactiverelationshipmeasure = CALCULATE('Order Fact'[Total Orders],USERELATIONSHIP('Order Fact'[BuyerID],'PeopleDim'[Id]))

However, in order for the filter to respond to both columns in the same table, I need to drag this measure and Total Orders measure

Total Orders = COUNT('Order Fact'[Order ID])

I created two columns using look up to get caller location and buyer location into the fact table. I need to create a measure or a flag so that my visual doesn't look confusing. For example the total number of rows in the visual in the picture should be 15, how do I achieve that? Can you please help me?