Forum Discussion
Display Related records in PowerBI Report
Hello Folks,
I am a complete newbie to PowerBI and this is my first ever post on an MS forum 🤗
I am using Dynamics 365 as a data source and would like to display/list all related "Invoices" for each "Project" in my Report. They already have a one -many relationship (one project --> many invoices) in dynamics, I am just not sure how to access that in PowerBI. How would I achieve this?
Any Help would be a life saver!
Regards,
Zach W.
Z_T_W , You can use Matrix/table and display project and invoice number or count of invoices
Hi Z_T_W,
You can use power bi desktop dynamic connector to get data from your data source, then you need to link the table field based on your relationship key fields.
Create and manage relationships in Power BI Desktop
After these steps, you can create visuals with two table fields and power bi will analytics and aggregate values based on existing relationships.Regards,
Xiaoxin Sheng
2 Replies
Z_T_W , You can use Matrix/table and display project and invoice number or count of invoices
Hi Z_T_W,
You can use power bi desktop dynamic connector to get data from your data source, then you need to link the table field based on your relationship key fields.
Create and manage relationships in Power BI Desktop
After these steps, you can create visuals with two table fields and power bi will analytics and aggregate values based on existing relationships.Regards,
Xiaoxin Sheng