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Ehab-H's avatar
Ehab-H
Frequent Visitor
5 years ago

Lookup data between three tables

Hi folks

After multiple attempts - I finally decided to post here for some help. 

We have orders that can either be generated against the customer or the contact. 

In our report, we have three related tables, but I can't show data from the two-child table at the same time without switching the relationship. I did have the cross filter setup as "Both" as well.

 

  • Table 1 -  Order: 
    • Object ID ( A unique ID that can either exist on table 2 or table 3)
  • Table 2 - Contact:
    • Contact ID: Which may equal Object ID from Table 1
    • Parent Customer ID: A unique ID from table 3
  • Table 3 - Customer:
    • Customer ID: Which may equal Object ID from Table 1

 

The relationship I have is set up as follow:

  • Contact and customer are related by "Parent Customer ID."
  • Order - I can only enable one side - so I mapped to contact directly, thinking it will look up the customer if no matching ID is found.
  • I would like to have it show data from either Contact or Customer.

 

In summary, we need the lookup to show data if ID matches the Contact ID or Customer ID - both IDs are unique. 

What's the best approach to accomplish this pass-through or lookup relationship.

 

I really appreciate any help you can provide.

Ehab

Need Help

4 Replies

  • Jihwan_Kim's avatar
    Jihwan_Kim
    Super User
    5 years ago

    Hi, Ehab-H 

    Please correct me if I wrongly understood your question.

    I am not sure how your fact table looks like, but if I may suggest, I like to suggest the below structure. The sample pbix file's link is down below.

     

     

    https://www.dropbox.com/s/e67ti6e8rf8t95i/ehab.pbix?dl=0 

     

     

    Hi, My name is Jihwan Kim.

    If this post helps, then please consider accept it as the solution to help other members find it faster, and give a big thumbs up.

    Linkedin: https://www.linkedin.com/in/jihwankim1975/

     

  • Ehab-H's avatar
    Ehab-H
    Frequent Visitor
    5 years ago

    Thanks, Jihwan_Kim and Anonymous 

    I've been trying to post my reply which contains a table I created here in the editor but keep getting (Invalid HTML).

    I will see what the issue is and reply back.

    • Anonymous's avatar
      Anonymous
      Not applicable
      5 years ago

      Hi Ehab-H ,

       

      Could you tell me if your problem has been solved? If it is, kindly Accept it as the solution. More people will benefit from it. Or you are still confused about it, please provide me with more details about your problem.

       

      Best Regards,

      Yuna