Help with establishing a relationship followed by a visualization

[RecycleBin_Rob]

Hi,

I'm created a relationship, but the visualization isn't working. I'm still a novice with PBIX, so I assume it's just some fundamental knowledge I might be lacking.

There are two parts.

Task 1

I was trying to link Prod-Reference_Number (which is a Work Order Number) to SV_Work_Order-Work_Order_No. Creating a relationship didn't work at first because the Work Orders weren't unique, so I kept getting an error. After following some tutorials, I was able to create a list of unique Work Order Numbers and I created Work_Order_No.

• Prod-Reference_Number has a relationship with Work_Order_No-WO#
• SV_Work_Order-Work_Order_No. has a relationship with Work_Order_No-WO#

This allowed me to create a visualization that used anything from Prod or SV_Work_Order against Work_Order_No-WO#. In my current table, I am listing Prod-T.No (not shown in screenshot) with Work_Order_No-WO#.

Task 2

I am now curious if I'm doing lacking some fundamental knowledge of building relationships. I was under the impression with Work_Order_No created, which is the link between Prod and SV_Work_Order, I shoud be able to create visualizations that use fields directly from Prod and SV_Work_Order. For task 2, I want to add SV_Work_Order-Crew to my visulization (that I started above), but I get an error. In general, it seems that if I try to add fields from both Prod and SV_Work_Order, I will get an error despite having created a relationship. Errors dont' occur if I use fields from all Prod or all SV_Work_Order; just not together.

• Note, the visulization sort of works if I take the Sum of Prod-T.No, but if I change it to "dont' summrize" Prod-T.No, it will fail.

Summary

Did I do something or interpret something incorrectly regarding relationships? Is there a reason that despite creating a relationship through Work_Order_No, I still can't create a visual that shows fields from Prod and SV_Work_Order? Thanks!

[Daniel29195 · Accepted solution]

Hello @RecycleBin_Rob 

base on the relation created,

neither of the 2 tables filters the other .  ( see the arrow on the line relating the tables ) 

there is no direct relationship between the 2 tables .

that is why you are getting the error .

let me know if you need any further help .

If my answer helped sort things out for you, i would appreciate a thumbs up 👍 and mark it as the solution ✅!
It makes a difference and might help someone else too. Thanks for spreading the good vibes! 🤠

[RecycleBin_Rob]

Thanks! After you comment and doing some more research, it looks like I used a "bridge table". It worked for that one thing (Work Order Numbers), but failed at everything else.It seems like  I need to use many to many relationship, so I'll play around with that.