Forum Discussion
Issues with relationships
Hi!
I have an issue with a dashboard, where i have 2 different tables with info that i need to be able to filter with 1 same filter.
I made a colum with exactly the same data to identify a data type that i have on both tables so i can make the conection between them, and it work, i was able to filter data from both tables with the same, lets say " data type " but when i try to filter that same data by date, wich both tables have a date colum with the same exact format and everything, im not able to filter both info with 1 date filter ...
I hope i made my self clear .. but if there is any question please let me know
10 Replies
What sort of relationship do you have between the tables 1 to 1 or 1 to many or many to many ?
Can you post a screen shot of some sample data?
Thanks for answering! here's some sample data:
I have create de relationship with the Custome column, and im able to filter by region, sub region and type, but when i try to filter by month, im not able to, since i have to pick up 1 date to filter, i only get the data from the table that i pick up the date to be filtered!
Table 1 Table 2 Target Savings Date Region Type Sub Region SV ID( Custome Column ) Total Savings Date Region Sub Region Type Buyer Name Buyer Code SV ID(Custome Column) $ 500.00 1/1/2019 NA Recent US USRecent $ 488.00 1/1/2019 NA US Recent Alan C01 USRecent $ 200.00 2/1/2019 NA Delayed US USDelayed $ 198.00 2/1/2019 NA US Delayed Chris C02 USDelayed $ 300.00 3/1/2019 NA Recent Canada CanadaRecent $ 324.00 3/1/2019 NA Canada Recent Craig C03 CanadaRecent $ 150.00 4/1/2019 SA Recent Mexico MexicoRecent $ 451.00 4/1/2019 SA Mexico Recent Joseph C04 MexicoRecent $ 200.00 5/1/2019 SA Delayed Argentina ArgentinaDelayed $ 241.00 5/1/2019 SA Argentina Delayed Joe C05 ArgentinaDelayed $ 150.00 6/1/2019 SA Delayed Mexico MexicoDelayed $ 351.00 6/1/2019 SA Mexico Delayed George C06 MexicoDelayed $ 350.00 7/1/2019 SA Recent Argentina ArgentinaRecent $ 487.00 7/1/2019 SA Argentina Recent Mary C07 ArgentinaRecent $ 400.00 8/1/2019 NA Recent Canada CanadaRecent $ 388.00 8/1/2019 NA Canada Recent Andrew C08 CanadaRecent
If I understand you you want to filter both tables by the same date.
You need a third table, a Calendar Table that can have a relationship to both table 1 and table 2 on their date column.
You can find many resources on how to create a calendar table in power bi
Then when you filter on the date in the calendar table, it should filter both table 1 and table 2 to show records with that date.
Here's one helpful link https://kohera.be/blog/power-bi/how-to-create-a-date-table-in-power-bi-in-2-simple-steps/
