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Net_Sec_Alt
Frequent Visitor

Novice Data Modeling Advice

Hi everyone, I have been tasked with learning PowerBI for work with no help or guidance. I'm maybe 20 hours deep on study time and spinning my wheels on something pretty basic. Hoping the resident experts here can lend some advice.

 

My data source is an Excel file hosted in Sharepoint. We need a pretty simple project dashboard built from the contents.

 

So, far I have connected it in PowerbI no problem, and have made a very simple data model consisting of:

Master (Fact) - Import of the full excel file

Project (Dimension) - High-level information about each project

Manager (Dimension) - All the various kinds managers and leads in each project, of which there are multiple in each project, and some involved in multiple projects.

 

I created 2 index columns to make primary keys to use in relationships as follows:

Project (Primary) -> Master (Foreign)

Manager (Primary -> Master (Foreign)

 

My first visualization is a Slicer that uses the Primary key from the Project table to filter the report down to just one project at a time, so far so good. I have two more Cards that display the project name and an executive level summary of each project also from the Project table, still working fine.

 

The issue arises in the third visual I created, a Multi-Row Card. This provides a list of items that are sourced from both Project and Manager tables. It seems to initally work as expected, but if I click into the multi-row visual, the next time I change my Slicer to a different project, the two other cards go blank, and from there don’t work again.

 

This is indicating to me that the modeling between Project and Manager is likely not correct, since this is first instance they are both used in a visual together. The relationship between the dimension and fact tables are one-to-many, and cross filter direction is single. I suspect the issue lies somewhere in these settings. I'm having trouble translating the examples I am learning from to my own model.

 

Any advice on what might be going on here is greatly appreciated.

1 ACCEPTED SOLUTION
sayaliredij
Solution Sage
Solution Sage

Hi @Net_Sec_Alt ,

 

I have not seen your model. 

but it appears that you're heading in the right direction with your predictions.

Enabling a bidirectional relationship could potentially resolve your issue. While it may not be the optimal solution, it's acceptable as long as you're maintaining a star schema and avoiding circular dependencies.

If you're comfortable sharing a sample pbix file (without sensitive data), I would be happy to take a look and provide suggestions if any adjustments are needed.

 

Thanks and Regards,

 

Sayali

 

Please mark the question solved when done and consider giving a thumbs up if posts are helpful!! 





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!




View solution in original post

1 REPLY 1
sayaliredij
Solution Sage
Solution Sage

Hi @Net_Sec_Alt ,

 

I have not seen your model. 

but it appears that you're heading in the right direction with your predictions.

Enabling a bidirectional relationship could potentially resolve your issue. While it may not be the optimal solution, it's acceptable as long as you're maintaining a star schema and avoiding circular dependencies.

If you're comfortable sharing a sample pbix file (without sensitive data), I would be happy to take a look and provide suggestions if any adjustments are needed.

 

Thanks and Regards,

 

Sayali

 

Please mark the question solved when done and consider giving a thumbs up if posts are helpful!! 





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!




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