Build relationships between 3 tables to create P&L statement

[HAM]

I am new to power bi and my first assignment is to create a P&L statement. I have done numerous courses but didn't study anything like this. My first milestone is to create relationships but i can't figure out how. Any help would be much appreciated

[Anonymous · Accepted solution]

Hi @HAM 

For your question about creating relationships for tables, here's what I can do for you:

Autodetect during load, when data is loaded, Power BI Desktop automatically detects, finds and creates relationships for your tables.

You can also choose to create relationships manually. At least one table in the creation relationship must have a unique value.

Alternatively, in the “Model view” diagram layouts, you can drag and drop a column from one table to a column in another table to create a relationship.

And you can edit these relationships. Right-click on the relationship line and select "Properties".

Edit the relationships of your tables.

You can view the link below for more details:

Create and manage relationships in Power BI Desktop - Power BI | Microsoft Learn

Regards,

Nono Chen

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[PijushRoy]

Hi @HAM 

In the given details, I am not sure what is the issue you are facing
In the given screenshot, it is not clear which fields are connected in a relationship.
Please share sample data format and more images for the relationship.

For general,
Delete the auto-created relationship.
If you have GL dim table (general ledger are unique field), then use the GL field in relation with the Transection table and Account Balance table.

Better if you can create a sample pbix file and share the Google Drive link (please remove sensitive information)
https://community.fabric.microsoft.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-...

Thanks 
Pijush