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ErikHolmberg's avatar
ErikHolmberg
Frequent Visitor
1 year ago

Help with managing relationships

I'm new to Power BI and I'm having trouble managing relationships between tables to get them to work correctly together. These are the tables and data structure I'm working with.   Servicelist ...
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ErikHolmberg's avatar
ErikHolmberg
Frequent Visitor
1 year ago

Thanks, this helps a lot!

I followed your steps and tested the table visualization. There are a few things I don't fully get working though. 

  • For sale_amount and count_product it only shows for the last month and not any values for prevouis months
  • When I use other visuals(tested with gauge and bar chart) it shows the sale_amount for the Client Team ID with the highest value rather than the sum of the selcted teams. But at the same time it shows the budget_amount only for the selcted teams - this is how I would prefer it to work.

 

I'd be happy to provide some data, do you want to see all talbes anonymized or anything certain?

 

Thanks for the help!

Anonymous's avatar
Anonymous
Not applicable
1 year ago

Hi ErikHolmberg ,

 

We can create month columns on the servicelist and salesinvoice tables.

MonthColumn = FORMAT([Date],"yyyy-mm")
MonthColumn = FORMAT([Start date],"yyyy-mm")

Then create model relationships.

Update the measures.

count_product = 
COUNTROWS('Servicelist')
sale_amount = 
SUM('salesinvoice'[Amount])

If this does not solve your problem, please provide the pbix file (please note that private data is removed and the file is publicly accessible)

Refer to:

How to provide sample data in the Power BI Forum

How to Get Your Question Answered Quickly

 

Best Regards,

Neeko Tang

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