Managing Relationship - Person Allocation Territories

[Samiozt]

Hello,

I am using 2 tables.
1. Table "Data" comes regularly every month.
2. Table "Person" changes every quarter.
Staff shares territories. For example, 5/5 of the 10 boxes sold share. I can't do power bi. Can you help me with Table Association? Thanks.

Person Table 

GRUP	TERRITORIES	PERSON	SHARE
RED	ISTANBUL	11R01-A.VELI	1
RED	ANKARA	11R01-A.VELI	0,5
RED	IZMIR	11R01-A.VELI	1
RED	BURSA	11R01-A.VELI	0,5
RED	ANKARA	11R02-O.BARAN	0,5
RED	ADANA	11R02-O.BARAN	1
RED	BURSA	11R02-O.BARAN	0,5

Data Table

TERRITORIES	MARKET	PRODUCTS	Month	UNITS REPORT
ISTANBUL	B	IDO	1.02.2022	36
ISTANBUL	A	MID	1.02.2022	38
ISTANBUL	A	IME	1.02.2022	7
ISTANBUL	B	GEL	1.02.2022	65
ISTANBUL	B	IDO	1.01.2022	21
ISTANBUL	A	MID	1.01.2022	24
ISTANBUL	A	IME	1.01.2022	10
ISTANBUL	B	GEL	1.01.2022	30
ANKARA	B	IDO	1.02.2022	20
ANKARA	A	MID	1.02.2022	4
ANKARA	A	IME	1.02.2022	1
ANKARA	B	GEL	1.02.2022	11
ANKARA	B	IDO	1.01.2022	30
ANKARA	A	MID	1.01.2022	1
ANKARA	A	IME	1.01.2022	1
ANKARA	B	GEL	1.01.2022	12
IZMIR	B	IDO	1.02.2022	3
IZMIR	A	MID	1.02.2022	4
IZMIR	A	IME	1.02.2022	0
IZMIR	B	GEL	1.02.2022	16
IZMIR	B	IDO	1.01.2022	7
IZMIR	A	MID	1.01.2022	2
IZMIR	A	IME	1.01.2022	3
IZMIR	B	GEL	1.01.2022	11
ADANA	B	IDO	1.02.2022	14
ADANA	A	MID	1.02.2022	33
ADANA	A	IME	1.02.2022	28
ADANA	B	GEL	1.02.2022	14
ADANA	B	IDO	1.01.2022	31
ADANA	A	MID	1.01.2022	23
ADANA	A	IME	1.01.2022	18
ADANA	B	GEL	1.01.2022	15
BURSA	B	IDO	1.02.2022	10
BURSA	A	MID	1.02.2022	4
BURSA	A	IME	1.02.2022	3
BURSA	B	GEL	1.02.2022	25
BURSA	B	IDO	1.01.2022	11
BURSA	A	MID	1.01.2022	3
BURSA	A	IME	1.01.2022	2
BURSA	B	GEL	1.01.2022	19

Power Bi Relation Ship

[Watsky]

Hi @Samiozt,

So you have two tables that have a key with duplicate values. So, you need a joining table between them that has all unique values from each table in one column. To do this first go into Power Query (Transform Data) Highlight Territories then Right click on one of the tables and select Add as New Query. Do this to both tables.

Now you have two lists called Territories and Territories (2). 

On each list click on it then go to Transform then To Table. There will be a popups asking about delimiters we can just click ok. Now, we have two (2) tables.

On the Territories table click append queries (if you do the drop-down then click Append Queries and not Append Queries as New).

Select the Territories (2) table.

Now we have all the values in one table and one column. 

Click Remove Rows then Remove Duplicates.

This gives a unique list of values.

Right click on Territories (2)  and uncheck the Enable Load option.

On the Territories table rename the column to TERRITORIES and change the data type to text. Click Close and Apply. 

On the Model screen you will likely see that Power BI has joined the three tables together. If not then join Data to Territories and Territories to Person.

Change the Cross filter direction of the Person to Territories join to Both. 

Create your Matrix the same way you created it originally except this time use the Territories from the Territories table.

This should give you the results you are looking for.

Hope this helps and if you're looking for a different result then let me know what result you're looking for.

[Samiozt]

Hello @Watsky, thank you for the reply. I am sending the desired result as excel. (Expected Values).
Power Bi result The area I marked as red is wrong.
I'm having trouble as my issue is multiplying Shares by sums in these top totals.

[Samiozt]

Hello again everyone;
You can see the excel and pbix link where it reaches the correct result.

Share Demo Link

Hope you can help.

[Watsky · Accepted solution]

Hey @Samiozt , 

So the only way I can see this working is if you merge together Person and Data together into the Data table. 

Expand to include GRUP, PERSON, and SHARE.

Then create a custom called RESULT by multiplying UNITS REPORT * SHARE

Then add in the RESULT column 

[Samiozt]

It worked thank you very much. 🙏👍