Forum Discussion
Data Modeling (Relationship issue)
I have a data set that I am trying to filter a specific way and am unable to figure out how to set up the relationships to make it work. In this example I have 3 tables.
The data table
| Trans # | Associate | Shop | Amount |
| 1234 | Joe | Joe's #1 | $1234 |
| 1235 | Bill | Bill's #2 | $12 |
The heirarchy table
| Associate | Supervisor | Manager |
| Joe | Jim | John |
| Jerry | Jim | John |
| Bill | Bob | John |
The shop table
| Shop | Supervisor | Address |
| Bill's #1 | Bill | 123 |
| Bill's #2 | Bill | 124 |
| Joe's #1 | Joe | 125 |
| Joes #2 | Joe | 126 |
I am trying to filter down to the adjuster level data by shop, however, I only want to see the shops that the supervisor is assigned to via a slicer or some other method. I currently am able to filter by manager, supervisor, or associate with no problem but as soon as I try to introduce the shop assignment it starts to give me the overall data for every single value and not the specific data that I am looking for.
The heirarchy table is currently connected to the data set via the associate. I have tried connecting the shop table to the data set via the shop and then via the supervisor, or only to the supervisor, or only to the shop -- but no combination seems to work.
Any help on this would be greatly appreciated.
12 Replies
- KumailImpactful Individual
Hello Brent_LaCorte
If you could send sample .pbix that demonstrate what you are looking to get. It would really help providing you a quick solution.
Regards
Kumail Raza- Brent_LaCorteNew Member
Hey there Kumail,
I have created a sample file but I for the life of me can't figure out how to attach it to this post.
- KumailImpactful Individual
Hello Brent_LaCorte
You can add the file to your drive and add the url to drive here.
I hope it helps.
Regards
Kumail Raza