Forum Discussion
Help adding column from one table to another
I have two tables, Deal and User. The deal table has a column name OwnerId that has a many to one relationship to the Id column in the User table. I need to add the Name of the User to the deal table. I figured I could use the Related function but it can't find the Name field on the User table.
- Anonymous4 years ago
I figured out why the Related function wasn't working initially. When you import a table from Salesforce, the relationship isn't automatically made active. Once I made it active I was able to complete the query.
3 Replies
- jaideepnemaSolution Sage
Hi Anonymous ,
Not very clear ....is it possible for you to share a sample pbix with sensitive data removed ?- AnonymousNot applicable
I am pulling data from Salesforce. Not sure how I would strip out sensative data. I can take a screenshot of my model view if that will help.
- AnonymousNot applicable
I figured out why the Related function wasn't working initially. When you import a table from Salesforce, the relationship isn't automatically made active. Once I made it active I was able to complete the query.