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CupidC
Helper II
Helper II

Creating Virtual Relationship with Differing Column detail

Hello everyone,

I'm reaching out for guidance on establishing a virtual relationship when the matching column detail differ.

Consider the simple example of a Sales Forecast table I have, which is linked to a Date Table.

 

CupidC_0-1709859655580.png

 

Given that this table is related to forecasted sales, I aim to label it as such within a slicer for clarity.

 

CupidC_1-1709859721413.png  

CupidC_2-1709859793684.png

 

However, I'm uncertain about the steps to create a virtual relationship for this purpose. I know that I can add extra column to the forecast sales table to make this work, but i wanted to see whether i can use dax to build this relationship virtually - such as using "Treatas"...  building relationship between "2024/2025" with "2024/2025 Forecast"

Any advice on how to proceed would be greatly appreciated.

3 REPLIES 3
lbendlin
Super User
Super User

Your sample data is inconclusive.

 

Please provide sample data that covers your issue or question completely, in a usable format (not as a screenshot).

Do not include sensitive information or anything not related to the issue or question.

If you are unsure how to upload data please refer to https://community.fabric.microsoft.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-...

Please show the expected outcome based on the sample data you provided.

Want faster answers? https://community.fabric.microsoft.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447...

To simplify my question, I'm interested in finding out if it's possible to create a virtual relationship when the matching column names differ, as  below.

 

CupidC_1-1710135567841.png

 

Hi, @CupidC 

According to your description, if the data values of the two columns are not the same, even if the relationship is pulled, the relationship does not work (can not find the data with the same name), you can achieve this requirement with the help of index columns/custom columns.


Best Regards,
Yang
Community Support Team

 

If there is any post helps, then please consider Accept it as the solution  to help the other members find it more quickly.
If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

How to get your questions answered quickly --  How to provide sample data in the Power BI Forum

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