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rosscortb's avatar
rosscortb
Post Patron
7 years ago
Solved

Relationships

Hello,

 

I am just starting out in Power BI and would like your help on what is best practice regarding relationships.

 

So I have a headcount master spreadsheet that contains everone in the company from April - September.

I have been creating monthly filters and all seems to working well.

 

 

I want to add a Master Overtime Spreadsheet with everyone in the company that recieved Overtime Money from April - September and join the tables together.

 

Both spreadsheets  contain the Employee ID.

 

When I try and joing the tables i get the unique error message.

 

So...I split the Overtime spreadsheet into 7 individual spreadsheets(April to Sept)

 

And BI worked out the relationships.

 

My question is when I click on slicer that has the headcount(month), how do I get it to show the same Month Overtime spend from that month's overtime table?

 

Thanks

Ross

  • hi, rosscortb

    You'd better recreate the data model, you don't need to split the Overtime spreadsheet into 7 individual spreadsheets.

    You could put them into one table or use a fact date table create the relationship with them.

    If it is not your case, please share your sample pbix file or some data sample with data model and expected output . You can upload it to OneDrive or Dropbox and post the link here. Do mask sensitive data before uploading.

     

     

    Best Regards,

    Lin

3 Replies

  • PattemManohar's avatar
    PattemManohar
    Community Champion

    rosscortb You need to normalize you data model. Instead of having each table for each month, have a single table for all months and have a employee key as well as month key. Similarly, have a list of all employees in another table with employee key. It will be better to have a date dimension as well. You need to work out to have a proper data model (you might have got unique error message because when you link two tables atleast one table should have a unique values in the field you are using to link).

  • v-lili6-msft's avatar
    v-lili6-msft
    Community Support

    hi, rosscortb

    You'd better recreate the data model, you don't need to split the Overtime spreadsheet into 7 individual spreadsheets.

    You could put them into one table or use a fact date table create the relationship with them.

    If it is not your case, please share your sample pbix file or some data sample with data model and expected output . You can upload it to OneDrive or Dropbox and post the link here. Do mask sensitive data before uploading.

     

     

    Best Regards,

    Lin