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I've been using Power BI with Dynamics 365 and it's been going well so far. I've run into an issue i can't figure out. My scenario is i have 3 enitities, Meetings, Accounts and Contacts. Meeting has a column (Regarding) thats ID can either be a match with an ID in the Contact table or Account table. I'm not sure how i can create a visualisation (table) that can show a list of meetings where the regarding are both accounts or contacts.
using the relationship manager i can connect either contacts or accounts to meetings but not both
Hi @Anonymous ,
You may create calculated table like DAX below, then create relationships use the new table and original Meeting table on ID field, change the Cross filter direction of relationships among the these tables from Single to Both , which will take these tables treated as a single table. see more about relationship :Create and manage relationships in Power BI Desktop
New table= DISTINCT(Meetings[ID])
Best Regards,
Amy
Community Support Team _ Amy
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Do you have an example of what you mean?
If possible please share a sample pbix file after removing sensitive information.Thanks.
My Recent Blog -
https://community.powerbi.com/t5/Community-Blog/HR-Analytics-Active-Employee-Hire-and-Termination-tr...
@amitchandak This image may help because it's connecting to Dynamics 365.
if both are connected then i get this error
so showing a table of meetings where the regarding column can have both contact and organisation( account) information is the issue. I've to do a merge but both tables (contact and organisaton) dont share the same amount of columns
Thanks guys for the help so far
Bump, I'm still confused as to how to pull this off. if anyone knows i'd greatly appreciate it.
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