Forum Discussion

SidraB's avatar
SidraB
New Member
2 years ago

Need Help on deciding DAX

Hello Guys, I am working on PowerBI for the project of Sales automation, and I am directly connected to live data ( ERP is AS400), after data transformation and data modeling when I am trying to crea...
Need Help
SidraB's avatar
SidraB
New Member
2 years ago

This is my data model I want to calculate sales value based on GL year 2022 and 2023, and GL period 1 to 12, INLNYR, has invoice date, sales value information, INHDYR has GL period, GL Year and ARSLSM has Sales Rep information. I dont know which DAX should I use to extract this information.

  • Anonymous's avatar
    Anonymous
    Not applicable
    2 years ago

    SidraB i dont know your knowledge of dax, but all those many to many relationships are very dungerous, very hard to follow the numbers/validations. I would start by "trying" to convert most if not all things, into many to 1 relationships.

  • Erokor's avatar
    Erokor
    Resolver II
    2 years ago

    This helps a ton, thanks for posting that. Some of your problems are going to come from the fact that you have Many-to-Many relationships. I suggest you to think closely about what tables need to filter other tables then implement the proper filter directions.

    For example: if you never filter the INLNYR table by the INHDYR table, then switch the filtering to have INHDYR only filter the INLNYR table. Thus the FxFactors table will chain through to the INLNYR table.

     

    It appears that your INHDYR has multiple entries of GL period and GL Year (not sure what you are relating on, other than that you have a relationship). I suggest a stand-alone date table (the tool Bravo by the SQLBI.com folks can add one in pretty easily). Then relate two both fact dimensions. You'll want the unique relationships between the tables to be at the same grainularity (a good youtube search for Star Schema will help you understand this quickly).

    • SidraB's avatar
      SidraB
      New Member
      2 years ago

      Hi Erokor, thanks for your response, based on the model I have created, can I merge the table like can I merge IN tables into one, AR tables into one, and ST tables into one in order to reduce the data load and get rid of the extra relationships I am getting, is this could be the solution?

      • Erokor's avatar
        Erokor
        Resolver II
        2 years ago

        You can however, make sure that the Merge operation doesn't duplicate your data (you really have to test for this). I would worry about this working as you would expect, given the presence of the Many To Many relationships (and me not knowing what is making up the relationship keys).