Forum Discussion

tlenzmeier's avatar
tlenzmeier
Helper II
8 years ago
Solved

Relationship Problems

I have a report I am working on where I cannot get my dates to play nice with one another. The issue has to do with owner invoices and payments. My model has the customer payments PK linked to the ow...
Need Help
  • MFelix's avatar
    MFelix
    8 years ago

    Hi tlenzmeier,

     

    If i'm understanding your question correctly you want to have the calculation of payments based on calendar table, but you already have a date relationship between both tables.

     

    Make an inactive relationship between the tables Calendar and Owner Payments (assuming this is were you have the payment information) then just change your payment measure to:

     

    Payment Amount =
CALCULATE (
    SUM ( 'Owner Payments'[PaymentAmount] );
    LEFT ( 'Owner Payments'[Transaction Code]; 1 ) = "P";
    USERELATIONSHIP ( 'Calendar'[Date]; 'Owner Payments'[Payment Date] )
)

    The last part is activating the relationship you created and making the calculations based on context final result below:

     

     

     

    Attach PBIX file.

     

    Regards,

    MFelix

MFelix's avatar
MFelix
Super User
8 years ago

Hi tlenzmeier,

 

If i'm understanding your question correctly you want to have the calculation of payments based on calendar table, but you already have a date relationship between both tables.

 

Make an inactive relationship between the tables Calendar and Owner Payments (assuming this is were you have the payment information) then just change your payment measure to:

 

Payment Amount =
CALCULATE (
    SUM ( 'Owner Payments'[PaymentAmount] );
    LEFT ( 'Owner Payments'[Transaction Code]; 1 ) = "P";
    USERELATIONSHIP ( 'Calendar'[Date]; 'Owner Payments'[Payment Date] )
)

The last part is activating the relationship you created and making the calculations based on context final result below:

 

 

 

Attach PBIX file.

 

Regards,

MFelix

  • tlenzmeier's avatar
    tlenzmeier
    Helper II
    8 years ago

    So simple! Thank you!!