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akkitek's avatar
akkitek
Icon for Helper III rankHelper III
3 years ago
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Creating a Matrix with a secondary relationship between tables

Hi everyone,
I have 3 tables, Fin_data_by_month (fields: Month, total revenue, engagement division), revenue_targets (fields: month, engagement divison, monthly target) and one date table. I have created a relationship between the date table and the other 2 tables at a date level (image below).

I want to create a matrix with date and engaement division as rows and total revenue and monthly targets as values. Date looks good but when I use engagement divison field from the fin_data table, total revenue looks good and monthly targets are aggregated for all divisons(image below) and when I use engagement division from the targets table targets look good and total revenue is aggregated. I want to create a matrix like this but with the correct values. 

 

I am unable to create a relationship between fin_data and targets tables at an engagement division level. I get the below error. 

 

Here's a test file I've created. Any help is appreciated. Thank you so much! Greg_Deckler  amitchandak Ashish_Mathur 
https://drive.google.com/file/d/1jERpHceHGHwI0q74TUnxWLEyM7aPY8Tc/view?usp=sharing

 

  • Hi,

    You may download my PBI file from here.  You see a blank appearing in the Division field because the dim table of Divisions has been created only from the Target table (instead of getting created from both tables.  I could not create it from both because i could not access the other table).

    Hope this helps.

5 Replies

  • Hi,

    You may download my PBI file from here.  You see a blank appearing in the Division field because the dim table of Divisions has been created only from the Target table (instead of getting created from both tables.  I could not create it from both because i could not access the other table).

    Hope this helps.

  • hjoubert's avatar
    hjoubert
    Frequent Visitor

    Ashish_Mathur - I know this is long ago but can you send me your PBI file pleas - I can't access it - Many thanks Hennie