Creating a notes section in Power BI using a separate excel file where multiple people use.

[HD001]

Hi!

So I have a Comments Table that looks like this:

Date	Category	Notes	Date & Notes ID
1/1/23	ABC	TEST1	1/1/23ABC
1/1/23	DEF	TEST2	1/1/23DEF
1/2/23	ABC	TEST3	1/2/23ABC

I have the same Dates & Notes ID in my sales fact table and my hope is to show that note only if the date and category are the

same.

Example:

Filter = ABC

Date	Note	Value
1/1/23	TEST1	1000
1/2/23		2000

What happens is:

Date	Note
1/1/23	TEST1
1/1/23	TEST2
1/1/23	TEST3
1/2/23	TEST1
1/2/23	TEST2
1/2/23	TEST3
etc,.....

What am I doing wrong?

Thanks!

[Anonymous]

Hello @HD001 ,

Can you please confirm that we have a relationship created between the two tables based on Notes ID ?

[HD001]

Hi Muskan, yes that is correct. I have a relationship between the DIM Date table, DIM Category table to the fact table.