Forum Discussion

derromma's avatar
derromma
Frequent Visitor
1 year ago

Circular Relationship between tables

Hello,

I am facing an issue with a circular relationsip and don't know what would be the smartest way to approach this.

Let me explain:

I want so build a report, which let's me analyze the success of marketing campaigns, where customers were contacted directly.

Each customer was assigned a 'Customer-Tag', relating them to a marketing campaign. Customers can be in multiple Marketing Campaings. The Campaigns are all throughout the year.

 

My goal is, to be able to choose a single campaign in a slicer, and have the report automatically filtered to 1. the respective Date Range of that campaign, and 2. the respective customers that were contacted with this campaign. The report would then show information regarding Sales and Margin on customer and product level.

 

I was trying to solve this task like the below picture:

My plan was to have a table with campaign information ('Aktionen_Info') which would on the one side link to a table ('Aktionen_Datum'), containing all Dates where the campaign was active and on the other side link to all customers that have been contacted. These two tables in return would link to the transactions table, so that I am able to filter the transactions on both Date and customers with just one Slicer.

 

This does not work unfortunately, as I am getting empty/zero values in the report for e.g. Sales when choosing a specific campaing in a slicer.

 

I would like to avoid using inactive relationships, since I would have to add the 'Use Relationship' Function to every measure if I understood it correctly. However I am open to any solution you might be able to provide!

 

I hope you can understand my problem, if not I'm happy to explain more.

 

Many thanks!

 

 

2 Replies