Return all instances of matching criteria from two tables

[WanderingFSM]

Hello all,

I am new to power BI and have run into an issue that I am unsure if I am not articulating it properly when looking for answers so here I am.

the data I am working with comes from two different tables, 1 table if from complaints and the other from claims. Each product has a unique identifying number. 

I am looking for a way to return all instances from both tables when criteria is matched, such as the unique ID and produciton date. 

Is this possible? Any help or point in the right direction will be greatly appreciated.

[MarkLaf · Accepted solution]

It sounds like you have two fact tables and no dimension tables. Take a look at this MS article, there is a lot of info for a beginner but it's foundational to a lot of things, so worth the time to work through and understand: https://learn.microsoft.com/en-us/power-bi/guidance/star-schema

So, for example, if you add Product and Date dimension tables, relate them to Claims and Complaints, then you can have a report page where you select a product key in one slicer and date in another slicer (or use lower granularity slicers like selecting a product category + month), and then have visuals showing related Claims and Complaints aggregations (or an unaggregated list of related items in a table visual).

For clarity, in the model I just described, you would have four relationships: 

[WanderingFSM]

Thank for the link and the visual! I'll definetley dig into that article to help set myself up in the future.

[PijushRoy]

Hi @WanderingFSM 

I assume you have unique ID and production date columns in both tables.
In Power Query create duplicate columns of production date and keep the datatype same as the unique ID.
Create a new column for concatenating unique ID and a newly created column to get 
Use this newly created column to create a relationship between both tables

Please share sample data or sample PBIX file