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Anonymous
Not applicable

RELATED function for Many to One relationship doesn't work. How else to create a calculated column?

Hi everyone,

 

I have 2 tables (dps_contact_role and dps_customer) related to each other like this:

ValeriaSa_2-1669380093359.png

I am trying to calculate how many customers are missing customer contact ID (which is called contactidentity_id in dps_contact_role_ table). To be more precise I need to visualise using Pie chart, how many customers HAVE customer contact ID in the system and how many are MISSING it.

 

I am creating calculated columns in the table dps_customer:

 

ValeriaSa_1-1669379825292.png

 

Because relationship are Many to One and I am creating the column in lookup table, RELATED function doesn't work. But I have created similar columns for other pie charts where relationship is reverse (where customer table is the fact table) and it worked perfectly.

 

I am a bit confused now. How else can I create a column in customer table for my purpose if I cannot change relationships and I cannot create a column in another table?

 

Thanks in advance!!

 
 
 
 
1 ACCEPTED SOLUTION
Anonymous
Not applicable

Hi @Anonymous ,

You can created a calculated column as below in the table 'dps_customer' to get it, please find the details in the attachment.

Customer Contact =
VAR _ciid =
    CALCULATE (
        MAX ( 'dps_contact_role'[contactidentity_id] ),
        FILTER (
            'dps_contact_role',
            'dps_contact_role'[cutomer_id] = EARLIER ( 'dps_customer'[id] )
        )
    )
RETURN
    IF ( _ciid = BLANK (), "Contact Missing", "Contact OK" )

yingyinr_0-1669626774747.png

In addition, you can review the blogs below to know the applied scenario of RELATED function...

RELATED function

Power BI RELATED Function

Best Regards

View solution in original post

4 REPLIES 4
Anonymous
Not applicable

Hi @Anonymous ,

You can created a calculated column as below in the table 'dps_customer' to get it, please find the details in the attachment.

Customer Contact =
VAR _ciid =
    CALCULATE (
        MAX ( 'dps_contact_role'[contactidentity_id] ),
        FILTER (
            'dps_contact_role',
            'dps_contact_role'[cutomer_id] = EARLIER ( 'dps_customer'[id] )
        )
    )
RETURN
    IF ( _ciid = BLANK (), "Contact Missing", "Contact OK" )

yingyinr_0-1669626774747.png

In addition, you can review the blogs below to know the applied scenario of RELATED function...

RELATED function

Power BI RELATED Function

Best Regards

Anonymous
Not applicable

@Anonymous HUGE thanks!! That solution worked perfectly 🙂

lbendlin
Super User
Super User

If you sit at the M side of a M:1 relationship you can use RELATED  as it will always return one or zero results.  For all other scenarios you need to use RELATEDTABLE  and then boil the result down to a scalar value.

Anonymous
Not applicable

thanks @lbendlin 

 

I sit on 1 side, not M (that's the problem). But how could I use RELATEDTABLE in this case? if you could help with that

 

Thanks

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