Help with Relationships & Filters

[alisonpappas]

Hi All,

I need help with relationships I am building in Power BI. I have (6) original sheets I brought into Power BI 2, data tables and 4 look up tables. Plan Total, Plan Geography, Plan Products, Activity Total, Activty Geography, and Activity Products. I want them to be able to filter though all levels, so I can connect all 6 and work as a whole. I am running into issues where the sheets have duplicates so I tried to combine some as best I could but then that also adds duplicates. With these current realtionships the numbers just repete itself. I am wondering if anyone knows how to combine these sheets so I am able to filter correctly.

[v-xicai]

Hi  @alisonpappas  ,

Does that make sense? If so, kindly mark the proper reply as a solution to help others having the similar issue and close the case. If not, let me know and I'll try to help you further.

Best regards

Amy

[v-xicai]

Hi @alisonpappas ,

For the relationship, recommend you create the star schema instead of circle schema, so you may delete the secondary relationships among these tables, and change the Cross filter direction of relationships among the these tables above from Single to Both , which will take these tables treated as a single table.

You can learn more about relationship :https://docs.microsoft.com/en-us/power-bi/desktop-create-and-manage-relationships.

If you need to combine the tables with the similar table structure, you may use merge and append feature in Query Editor, see more detail:Append vs. Merge in Power BI and Power Query , Tutorial: Shape and combine data in Power BI Desktop.

Best Regards,

Amy 

Community Support Team _ Amy

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[amitchandak]

@alisonpappas , how is plan related to activity. Not very clear.