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alisonpappas's avatar
alisonpappas
Icon for Helper III rankHelper III
6 years ago

Help with Relationships and Merging Queries !

Hi Everyone!

Hope someone is able to provide some assistance. I am going to try to make this as simple as possible but if more detail is needed let me know.

 

I have 2 types of data, let's call them Source A and Source B. Source Source A we can *say* filter the products at a family level, product level, and product level 2. Source B can only go to family level and product level 2. When I try to compare the 2 types of data the data unaccounted for (product level 2) then just returns the same number. See below.(676905)

 

 

I would like to know if there is a way so when I filter it these aren't included with the filters/returns a 0 or a N/A type of thing? I would really like a non-dax fix, because there are a lot more levels than I explained. 

8 Replies

  • mahoneypat's avatar
    mahoneypat
    Icon for Microsoft Employee rankMicrosoft Employee

    If you are looking for a power query fix, you will need to provide examples of both tables (maybe with >2 levels if that is your situation), so the community can help work through.  

     

    Also, can you show more than those 2 columns on your desired ouput?  Can't tell what you are analyzing over (Family, Product, Level 2, etc.).

     

    Regards,

    Pat

     

    • alisonpappas's avatar
      alisonpappas
      Icon for Helper III rankHelper III

      Hi Pat,

       

      Note: Source A and B are 2 different data sources. 

       

      Source A is the activity and B is the plan. The Plan can get split into Level 1, 2, and 3. Level 1 is shown and is from Source A and notice how there is a "blank" and then the next one has a name next to it. That is because in Level 1 both A and B can go to the crossed out level and have item matching that but then the rest is un accounted for. 

       

       

      So when I filter to level 2 and use Source B data source I am able to filter down to a deeper level, however Source A is unable to split up into this level.

       

       

      So this 8810 is full of products that do not fit into any category. When the total is there it is fine because i want to know all products at all levels. However when I filter these out they are double counted for. I want to know how to not include Source A but still include Source B because the 8810 techincally doesn't belong into either parts once the new level is created.

       

      • mahoneypat's avatar
        mahoneypat
        Icon for Microsoft Employee rankMicrosoft Employee

        I read through your update a few times, but still struggling to understand your scenario.  You said A and B are two data sources, but have you kept them in two separate tables?  Merged them together? Is there a relationship between them?  Family or Level 1?  I expect the solution will be a relatively simple DAX solution once that is clear.  Can you post the diagram view from your model that shows tables, fields and relationships?

         

        Regards,

        Pat