Creating relationships between two tables.

[garycarters]

Hi 

I'm trying to achieve a relationship between 3 tables - customer, quote and contract.  

For each customer, I want to report on items from both of the two child tables.

Customer is related to both the quote and contract tables in a straightforward 1 to many case.  However the complication is the quote and contract tables also need to be linked, to identify the associated quote for a contract i.e. I'm getting a triangular relationship.  But, PowerBI won't let me have two active relationships from the customer table (ambiguity).

Can I do this in PowerBI?

[BobBI · Accepted solution]

Hi,

to resolve this issue , you can copy your Quote table, stripout all columns except Quote id and description , link this table with customer table. your data model would look like this after the changes. if your table relationships looks different please share table images with related fields.

Cheers!,

ss

[garycarters]

I'll give it a try.

[chotu27]

@garycarters DO the Union of quote table and contract table so that you can identify the quote to contract per customer

[Anonymous]

This is possible. You may just not have been able to figure out why PBI is not letting you do it.

What is the error message you are getting?

[garycarters]

[v-yuta-msft]

Hi garycarters,

As the issue mentioned, you can created a one-many relationship between table 'customers del' and 'deltickhdr', so you shouldn't add a new relationship between table 'bidhdr' and ''customers del'' because you already have a one-many relationship between table 'bidhdr' and 'deltickhdr', this may cause ambiguity when you try to filter table 'deltickhdr' using 'customers del', I would recommend you delete one of the relationship above or change the table structure you have. 

Regards,

Jimmy Tao

[Anonymous]

Try changing the cross filter direction to 'bidirectional'

[garycarters]

I presume you mean between quote and contract?  

Tried and it didn't work, same message.