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Diegal
Frequent Visitor

Relationship and data filtering between different columns.

Hello, I have a doubt about how this problem should be solved.
I have two tables, Table A has information about new personnel that enters my company, while table B has the initial requeriment for that personnel that was needed in a certain area. I can relate both through multiple common columns (month of expected entry/month of start for the employee ; analist in charge of the process; zone that requires the personnel , etc...).

Simplified Table A:

Diegal_0-1696436337838.png

 

Simplified Table B:

Diegal_1-1696436581020.png


I can relate both tables so a graphic can show the amount of personnel required and the amount that actually entered based on the criteria I decided to match (eg. month expected to enter/month of actual entry), however, if I want to further filter/segment the data based on more criteria (eg. analist, zones...) then it just filters the table I put as the origin of data for the graphic and doesn't relate other columns even if they have common data.

Example: I relate the "Analist in charge" column. The graphic returns the total personnel requested for the analists and the count of IDs that entered under charge of the analist. If I want to use a data segmentation based on "Month of Entry", I cannot relate this column with the "Month expected to enter" as PBI doesn't let me relate multiple columns. So I end up having to use 2 data segmentations, one based on the month on Table A and the other on the month on Table B just so numbers align.

Initial Graphic:

Diegal_2-1696437408520.png
Graphic once I filter through "Month of Entry" From Table A:

 

Diegal_3-1696437582435.png

 

The Table B data has not changed.


Is there a way to filter through different columns? I know a solution could be merging columns but with how my data is formatted I doubt it's a useful solution, as my numbers for A are done through a COUNT() function while B has regular Sum Agreggation from PBI. Thanks in advance for any advice.

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@Diegal , One option is to have common dimensions. Second role playing dimension using userelationship

 

https://radacad.com/userelationship-or-role-playing-dimension-dealing-with-inactive-relationships-in...

 

Power BI- DAX: When I asked you to create common tables: https://youtu.be/a2CrqCA9geM
https://medium.com/@amitchandak/power-bi-when-i-asked-you-to-create-common-tables-a-quick-dax-soluti...

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2 REPLIES 2
amitchandak
Super User
Super User

@Diegal , One option is to have common dimensions. Second role playing dimension using userelationship

 

https://radacad.com/userelationship-or-role-playing-dimension-dealing-with-inactive-relationships-in...

 

Power BI- DAX: When I asked you to create common tables: https://youtu.be/a2CrqCA9geM
https://medium.com/@amitchandak/power-bi-when-i-asked-you-to-create-common-tables-a-quick-dax-soluti...

Join us as experts from around the world come together to shape the future of data and AI!
At the Microsoft Analytics Community Conference, global leaders and influential voices are stepping up to share their knowledge and help you master the latest in Microsoft Fabric, Copilot, and Purview.
️ November 12th-14th, 2024
 Online Event
Register Here

Thank you, I managed to create a table with the data I needed and so far it seems to filter based on the relationships I set on the common tables.
I would also like to know if I can translate this to a more visual setting (pie/bar chart or similar graphics) and if it's possible to remove rows in the table I see if they don't contain data (ex. I filter based on certains months and if a person doesn't have data for them they don't appear in the visualization).
Thanks.

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