Forum Discussion
Problem with Relationship and Getting Aggregates
Hi
Link to the file is Here.
I have 3 Tables
Orders - Order Related Details with Unique Column, OrderID, OrderDate, ... and so on.
Returns - Contains a single column, ReturnID which contains OrderID that were returned.
Expenses - It contains 2 columns, Expense Date and the Expense Amount.
This Expenses Table is niether related to Orders and nor to Returns as the expenses are of different dates.
Now what I want is to create Matrix Table in which I want to show Sold Amount from Orders Table, Returned Amount from Return & Orders Table and Expense for that Month from Expenses Table.
In my actual Data I have created relationships in Orders and Returns to get related info.
These tables have no relationship to Expenses Table and I want to create a relationship based on Month and Year so that I could pull the Expenses into the same row in the Matrix Table.
But relationship is not working in my actual Data, so is there a way to get the Expense Amount for the Month into the Table or to recreate some kind of relationship.
NOTE:-Keep that in mind that Relationship in this Data is working but not working in my actual data due to multiple relationships and duplicate OrderID's and ReturnID's so I have inactive the relationships and even if I active them then I am getting blank results.
- Thanks.
It is working in the attached sample data but not working in the actual data.
I somehow need to use the logic provided in the actual scenario or I was thinking of creating a summary table to get the values based on matching conditions.
2 Replies
- AnonymousNot applicable
HI iamprajot,
I think you need to write a formula to manually get available order date range in summary row contents, then find out matched Expenses records.Sample formula:
Total Expense = VAR _valid = MINX ( VALUES ( Orders[OrderDate] ), [OrderDate] ) RETURN IF ( _valid <> BLANK (), CALCULATE ( SUM ( Expenses[Expense] ), FILTER ( ALL ( Expenses ), [ExpenseDate] IN CALENDAR ( DATE ( YEAR ( _valid ), MONTH ( _valid ), 1 ), DATE ( YEAR ( _valid ), MONTH ( _valid ) + 1, 1 ) - 1 ) ) ) + 0 )Regards,
Xiaoxin Sheng
- iamprajotResponsive ResidentThanks.
It is working in the attached sample data but not working in the actual data.
I somehow need to use the logic provided in the actual scenario or I was thinking of creating a summary table to get the values based on matching conditions.