Creating relationships between two tables.

[joschultz]

Is the purpose of creating relationships between two tables so that you can use them in the same visual?  I have a sales data table that is at a product level detail but I need to sum them in a table by category and then add the forecast number to that category.  I have the forcast data in a seperate table and I am trying to connect the two tables by category but it I get this error message. "You can't create a relationship between these two columns becuase one of the columns must have a unique values.

Any suggestions?

Thank you,

Joseph

[itchyeyeballs]

If you need to link two sets of data which are at different granularities then you need a common lookup table rather than link directly between the two tables.

Have a look at these links

http://www.powerpivotpro.com/2012/01/salesbudget-integrating-data-of-different-grains/

http://www.daxpatterns.com/handling-different-granularities/

[Anonymous]

Is it possible to get an updated Solution?

The PowerPivot site is really interesting but the link to the full solution is broken.

Does anyone have an updated version:

http://www.cimaglobal.com/en-gb/Thought-leadership/Newsletters/Insight-e-magazine/Insight-2012/Insig...

[PowerBIGuy]

Here's a video that may help.

https://www.youtube.com/watch?v=fVW4MCr0APA

[Rémi · Accepted solution]

Hi,

Here a little example for understand how work a relationship :

Car sales :

You have a first table 'Sales', each row correspond to one sale, and you have many informations about that : the customer, the price, the car(s), etc ...

Then you have a table 'Customer' with the name/surname/full name/address/phone number/etc ...

You can create a relation from Sales to Customer if the Sales[Customer] column got the number (generally said Id) of the customer.

After that, you can display the sales by customer into Power BI without more steps.