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Chandrarao's avatar
Chandrarao
Frequent Visitor
9 years ago
Solved

Bi directional cross filtering/ambiguity

 I'm currently trying to create data model templates for our future users based on Salesforce data. When I'm trying to (re)create the data model however I'm running into the issue that I can't set re...
  • MattAllington's avatar
    MattAllington
    9 years ago

    Bi directional relationships are one way of solving a specific problem where you need to filter a lookup table from the contents in a data table. Not every lookup table will need this and there are other ways to solve the problem.  I suggest you

     

    1. turn off bidirectional cross filtering on all your tables.

    2. Hide the foreign key in every data table. This way users won't accidentally use is instead of the primary key in the lookup table. 

    3. When (and only when) you need a bi directional relationship for what you are doing, turn it on for that single table. 

    4. If you ever need 2 that conflict, then use the many to many pattern. I explain it here https://www.powerpivotpro.com/2014/08/filters-can-flow-up-hill-via-formulas-that-is/ and also here http://exceleratorbi.com.au/many-many-relationships-dax-explained/