Relationship Filtering Error Question

[Promethes_2]

Hello,

Can someone help me understand why I am receiving this error message?

    

I am a little confused on why it says "Calendar by Sales Person" when I don't have any relationships between Calendar and Sales Person?

   

Here is the full model:

    

I was playing around with BOTH filtering and setting BOTH on the Sales Persons table. I could set BOTH on 1 relationship but trying to add it to another relationship errored out.  The part I am mostly trying to understand is where the error message is picking up the relationship between the Calendar and Sales Persons based on the model?

Additionally, I thought I could filter both ways based on the existing relationship, but clearly I can't.  I was hoping to get a little clarity on that as well.

Thanks!

[v-yulgu-msft]

Hi @Promethes_2,

Did the error message prompt when you create relationships between tables or make any other operations like create measures? 

Based on my understanding, you have created relationships between Calendar and some corresponding tables, for example Invoiced Sales Orders, also, there existing a relationship between Invoiced Sales Orders and Sales Persons, so it will create an indirect relationship between Calendar and Sales Orders.

For more detailed introduction about Cross Filter Direction, please refer to: Create and manage relationships in Power BI Desktop

Best regards,
Yuliana Gu

[Promethes_2]

The error occurs during the relationship definition and setting the filtering to BOTH.

There is a relationship between Calenar and the Invoiced Sales Orders table based on date. However, the part that I'm not clear on is why this is impacting the relationship between Sales Person and the Invoiced Sales Orders table.

My thinking was that if I set filtering to BOTH on the relationship between Sales Persons and Invoiced Sales Orders table, when I filtered a specific sales person those assocaited transactions would follow (and yes calendar dates).

I understand there is a relationship between the Invoiced Sales Orders table and Calendar table based on date, but still do not follow why this interferes with a BOTH filter on the Sales Person and Invoiced Sales Orders.

[Anonymous]

@Promethes_2 could you post your data model so we can help investigate further? I'm not able to see any error from your screenshot.

[Promethes_2]

Apologies I wasn't more clear.

When I try to change the existing filter direction in the relationship on any of the following relationsihps from the 2nd screenshot:

Invoiced Sales Orders and Sales Person               single  -- If i change to BOTH filter direction no error

Invoiced Service Orders and Sales Person            single  -- If I also change to both ERROR occurs (1st screenshot)

Open Sales Orders and Sales Person                    single

Open Service Orders and Sales Person                 single

From a SINGLE cros filter direction to a BOTH cross filter direction the 1st screen shot error occurs.  I can change one of the relationships listed above to BOTH, but I cannot change all four to BOTH (the error occurs when I try to change to BOTH on the second relationship).

I'm really just interested in learning the why. Thanks!