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BIW
Frequent Visitor

Inventory Table Linked to Product and Date Table but Not able to Sum by Month

Community,

I have 3 tables created for now.

  • Date - linked to Inventory Balance table via Date
  • Product - linked to Inventory Balance table via Product ID
  • Inventory Balance (by product) at point of time, i.e., 1/1, 2/1, 3/1, etc.

Delete.png

I would like to use matrix visualization to report inventory quantity on hand (QOH) by product by month, like the screenshot below (ideal solution).  However, when I add YYMM, from Date table, as column in matrix visual, I get an error message says "can't display the visual".  Please I'd appreciate any hint!! 

 

PS. I have to use Date table as time intelligence/filter/slicer as I will have other tables like sales and COGS data linked to Date table.  So at the end I can report on product sales by time period, inventory count by time period, inventory turnover by time period, etc.  Thanks in advance for your time and advice!

Delete.png

1 ACCEPTED SOLUTION

@BIW aha, you relationship with date table is inactive and also you need to change the relationship to Single direction

 

double click on relationship line, choose cross filter to singe and also check active. you can see there is dotted line between date and inventory table , means it is not active relationship.



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View solution in original post

6 REPLIES 6
BIW
Frequent Visitor

It says "can't determine relationships between the fields -- can't display the data because PBI can't determine the relationship between two or more fields" 

 

Somehow the Date table has no effect in Inventory Balance table even though I have the 2 tables connected.

 

Help!!

 

 

@BIW can you share the relationship diagram?



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

BIW
Frequent Visitor

Had it in my initial post.  Thanks!

@BIW aha, you relationship with date table is inactive and also you need to change the relationship to Single direction

 

double click on relationship line, choose cross filter to singe and also check active. you can see there is dotted line between date and inventory table , means it is not active relationship.



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

BIW
Frequent Visitor

OMG!!!!  You just made my DAY!!!!  Thanks for the rescue!!!!!!!

parry2k
Super User
Super User

@BIW if you click on detail when you get this error, what it says?



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

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