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Noelle
Helper I
Helper I

Sort by dates issues with relations

Hi,

I have some sort of issue regarding dates. I use power BI for my company

I have two data tables : one for sales, one for open orders. I would like to sort and gather in an unique table in my report, in order to know for current month, both orders and sales (where am I with my sales for this month). I have created a data table "DATE" to create a relation between both dates. Everything is working fine with one data table in relation with "date" . The moment I add to second table, results are wrong. Though if I do not create the relation I have a message error saying one relation is missing. I did try to create a new column in both originate table with no success. Format is the same in the three tables. What am I doing wrong now please?

2 REPLIES 2
v-sihou-msft
Microsoft Employee
Microsoft Employee

@Noelle

 

In this scenario, I guess you may have "one to many" relationship between "Date" and Sales, and you also have "one to many" relationship between "Date" and Order. Since both Sales and Order are at "Many" side, for any entry in either table, it's not possible to map the proper related row from the other table. I suggest you try to directly use LOOKUPVALUE() in Sales table to get the exepcted column from Order table.

 

If you still can't figure it out, please share some sample data for both tables.

 

Regards,

Thank you for your prompt reply and help provided. 

 

Here are some samples from the three tables.

table "Date"table "Date"table "Orders"table "Orders"table "Sales"table "Sales"

 

So for example we are in August, I want to gather both sales and orders in one table. This is working for total volume, total income, etc but the moment I need to sort month by month, not working anymore. 

 

I tried to create a new column as function in both tables (sales and orders) and then create a relation between this new date with the table "date", it actually seems to work for now...

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