Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Earn a 50% discount on the DP-600 certification exam by completing the Fabric 30 Days to Learn It challenge.

Reply
ACECEO
Regular Visitor

Error with Power Query Merge After Close & Apply....

I am new to Power BI and am having an extremely hard time creating a simple report. 

 

I have three tables. 

 

  1. Policy
  2. Account
  3. Member

 

The Policy Table contains a Column named policy_holder_name_id which connects to the account_id on the Account Table

 

Each Policy can have Exactly One Policy Holder, so I believe that's Many to 1 because the same Account can hold multiple policies. 

 

The Member Table contains a column named parentcustomerid which connects to the account_id on the Account Table.

 

Each Member can have exactly one Parent Customer ID, so I believe that's Many to 1 because the same Account can hold multiple members. 

 

PowerBITables.png

 

I set up Accout and Policy or Account and Member fine. 

 

However as soon as I try to add in a field from the 3rd table, I get an error. 

 

PowerBIError.png

 If I was using SQL, I'd use temporary tables, one containing Policy and Account and the other containing Member and Account, and then I would left join Account ID on Account ID and be done with it. 

 

It seems the pathway to resolution may be with Power Query at the DataSet level via merge per the article below https://learn.microsoft.com/en-us/power-query/merge-queries-left-outer

 

I seem to have successfully merged the tables in accordance with what I'd do in sql. 

 

Screenshot 2024-04-28 at 8.41.48 PM.png

 

Screenshot 2024-04-28 at 8.41.57 PM.png

 

However, when I click Close and Apply and return to the normal enviornment I get the error below. 

 

Screenshot 2024-04-28 at 8.40.53 PM.png

 

 

Any guidance, recommendations, direction, or assistance you can provide would be greatly appreciated. 

1 ACCEPTED SOLUTION
1 REPLY 1
ACECEO
Regular Visitor

Helpful resources

Announcements
LearnSurvey

Fabric certifications survey

Certification feedback opportunity for the community.

PBI_APRIL_CAROUSEL1

Power BI Monthly Update - April 2024

Check out the April 2024 Power BI update to learn about new features.

April Fabric Community Update

Fabric Community Update - April 2024

Find out what's new and trending in the Fabric Community.