Forum Discussion
Joining Existing Data in Power Bi with Excel file
My issue is that I have data coming from SQL serber which is already in Power bi. I created a spreadsheet with some metrics and want to join that to the data. The data has common field Cusotmer ID but that's all. When I try to join through relatiosnhips the filters for other fields do not work for example district or item etc. I have tried to also Merge queries but it refuses to find all similar Customer ID. Any thoughts on how I can solve this?
Hi corporate_buddy ， hello Greg_Deckler, thank you for your prompt reply!
Check the following solutions:
-
Remove Redundant Relationships: Ensure there is only one path between the "Average of Bins" table and the "CUSTOMER" table. You can remove the direct relationship "Average of Bins" -> "CUSTOMER" and keep the path "Average of Bins" -> "SALES" -> "CUSTOMER".
-
Adjust Relationship Directions: Ensure all relationships are unidirectional. For example,change both to single:
- "Average of Bins" -> "SALES"
- "SALES" -> "CUSTOMER"
This way, the data flows from the "Average of Bins" table through the "SALES" table to the "CUSTOMER" table, avoiding conflicts between direct and indirect paths.
Best regards,
Joyce
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
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3 Replies
- Greg_Deckler
Community Champion
corporate_buddy Sample data would help tremendously. Hard to know what is wrong without seeing things.
So this is a picture of the relationships tab.
Customer, sales item are all from our SQL database. I am trying to join table Avg of bins to them with customer ID but running into an issue.Hi corporate_buddy ， hello Greg_Deckler, thank you for your prompt reply!
Check the following solutions:
-
Remove Redundant Relationships: Ensure there is only one path between the "Average of Bins" table and the "CUSTOMER" table. You can remove the direct relationship "Average of Bins" -> "CUSTOMER" and keep the path "Average of Bins" -> "SALES" -> "CUSTOMER".
-
Adjust Relationship Directions: Ensure all relationships are unidirectional. For example,change both to single:
- "Average of Bins" -> "SALES"
- "SALES" -> "CUSTOMER"
This way, the data flows from the "Average of Bins" table through the "SALES" table to the "CUSTOMER" table, avoiding conflicts between direct and indirect paths.
Best regards,
Joyce
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
-
