Filter CRM tables by userid

Anonymous · ‎03-13-2020

Hello, I have a problem with the filters by users and the data i get from a CRM Dashbord. I have the account table with the contact table, this relationship is with accountid and parentcoustumerid. But when i filter by systemuser i get few results, the problem is with the contacts that doesnt have a parentcustomerid. Could you help me?

Anonymous · ‎03-15-2020

Hi @Anonymous,

AFAIK, current power bi relationship only allow one major relationship as realtison to link other tables. Your table contains too many relationships, they may affect visual and filter interaction and value aggregations.
I'd like to suggest you can refer to the following links to modify your relationship mapping.

Relationships in analysis services tabular models

Relationship in Power BI with Multiple Columns

In addition, you can also add measure with Dax formula and userelationship function to enable the specific relationship to filter and calculate on related records:

USERELATIONSHIP in Calculated Columns
Regards,

Xiaoxin Sheng