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I am having trouble making a relationship between two tables. Due to case insensitivity, powerBI thinks that there are repeat entries on both tables and so it will not create the relationship.
Specifically, I am using Salesforce.com data and trying to link my accounts table to my opportunities table based on AccountID. It just so happens that several AccountID's are identical except for case; i.e., one account ends in "ef5Hi" and on account ends in "Ef5hi"
Is there a way to get around this?
Solved! Go to Solution.
This case has been discussed here - https://social.technet.microsoft.com/Forums/en-US/f12496b0-7424-44e7-a384-a08694595899/power-query-l...
The recommended solution was to create a dimension table as @greggyb suggested - http://www.thebiccountant.com/2015/08/17/create-a-dimension-table-with-power-query-avoid-the-bug/
This case has been discussed here - https://social.technet.microsoft.com/Forums/en-US/f12496b0-7424-44e7-a384-a08694595899/power-query-l...
The recommended solution was to create a dimension table as @greggyb suggested - http://www.thebiccountant.com/2015/08/17/create-a-dimension-table-with-power-query-avoid-the-bug/
Do I need to use Power Query to accomplish this or is there a way to do it all within PowerBI?
You can edit the queries within Power BI and do the same operations (the similar feature in Excel is called Power Query, and is very similar in look and feel).
In Power Query you can add an index field to your lookup table, and also merge that index into the fact table.
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