How do i relate summary table (created by Summarize)

[PerAsperaAdAstr]

Hi all,

Not sure if this is a simple problem because I couldnt find anything online. How do I add a relationship between Summary table into the rest of the Data Model. I created "Ranking Table" from FactSale, DimCutsomer, DimPlatform, DimDate tables but I dont know how to add a relationship, it summarises the sales per customer per financial year per sales platform. I assumed when I slice by date it will automatically filter the summary table but it doesnt seem to be the case (I think because its not part of the data model).

Excuse the relationships I've created to other Dimensional tables - im not sure they are correct.

Kind regards. Thanks for the help.

[v-xicai · Accepted solution]

Hi @PerAsperaAdAstr ,

For the relationship, recommend you create the star schema instead of circle schema, so you may delete the secondary relationship between table 'RankingTable' and 'DimPlatform', active the relationship between table  'RankingTable' and 'DimDate', and change the Cross filter direction of all the relationships above from Single to Both , which will take these tables treated as a single table. Then when you make some changes or interact in someone table, the other table objects will return corresponding matched result.  See more:Create and manage relationships 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]

@PerAsperaAdAstr ,

summarize

https://www.youtube.com/watch?v=X8mqjSQ9gOo

https://www.youtube.com/watch?v=-Ola264bKXk

Also, refer aggregated tables

https://docs.microsoft.com/en-us/power-bi/create-reports/service-aggregates

https://radacad.com/power-bi-aggregation-step-1-create-the-aggregated-table