Forum Discussion
Syntax for RELATEDTABLE to combine different tables
Hi All,
I have two Tables as Client Table and Transaction Table.
I want to create a new table using the columns from both the tables and then use SUMMARIZE function to achieve my requirement.
I have tried creating the below DAX:
"Measure1",[Measure1],"Measure2",[Measure2]),
)
In the Data Model, my relationship between the two tables is Many to One (from Transaction to Client) on Client Key (and Cross filter direction is Both).
Also, I have tried using the RELATEDTABLE function as
VAR Combinetable = ADDCOLUMNS('Client',"TYear",RELATEDTABLE('Transaction'),[Transaction Year])
The error says: "Function ADDCOLUMNS expects a column name as argument number 4."
How can I correct my DAX to achieve this requirement?
Anonymous try this:
SUMMARIZE( FILTER( 'Transaction', 'Transaction'[Is Test Order] = False && 'Source System'[Name] = "Professional" && 'Client'[Is Demo] = False && 'Client'[Is Client Test Mode] = False && 'Transaction Date'[Year] <> BLANK() ), Client[Vertical], Client[Client Id], Client[Client Name], 'Transaction'[Transaction Year], "Measure1" , [Measure1] , "Measure2",[Measure2])✨ Follow us on LinkedIn
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9 Replies
Anonymous try this:
SUMMARIZE( FILTER( 'Transaction', 'Transaction'[Is Test Order] = False && 'Source System'[Name] = "Professional" && 'Client'[Is Demo] = False && 'Client'[Is Client Test Mode] = False && 'Transaction Date'[Year] <> BLANK() ), Client[Vertical], Client[Client Id], Client[Client Name], 'Transaction'[Transaction Year], "Measure1" , [Measure1] , "Measure2",[Measure2])✨ Follow us on LinkedIn
Check my latest blog post The Power of Using Calculation Groups with Inactive Relationships (Part 1) (perytus.com) I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. It is a token of appreciation!
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Hi parry2k,
I have tried in that way, but for some reason, there are no values in the table now.SUMMARIZE(FILTER('Transaction','Transaction'[Is Imported] = False && 'Transaction'[Is Test Order] = False &&SELECTEDVALUE('Source System'[Name]) = "Professional" &&SELECTEDVALUE('Client'[Is Demo]) = False &&SELECTEDVALUE('Client'[Is Client Test Mode]) = False &&SELECTEDVALUE('Transaction Date'[Year]) <> BLANK()),Client[Vertical],Client[Client Id],Client[Instance Name],'Transaction'[Transaction Year],"Measure1",[Measure1],"Measure2",[Measure2])
Anonymous I believe Transaction table is on the many side of the relationship and if that is the case then you cannot use RELATED
Anonymous I think you need this if you want data for each year of the client:
New Table = SUMMARIZE( FILTER('Transaction',[Is Demo] = False), Client[Vertical], Client[Client Id], Client[Client Name], 'Transaction'[TYear], "Measure1",[Measure1], "Measure2",[Measure2]) )✨ Follow us on LinkedIn
Check my latest blog post The Power of Using Calculation Groups with Inactive Relationships (Part 1) (perytus.com) I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. It is a token of appreciation!
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Hi parry2k ,
Thanks for replying.
Apologies I did not mention it earlier but I do have other filters as well in my DAX as below:SUMMARIZE(FILTER('Source System',[Name] = "Professional"),FILTER('Client',[Is Demo] = False && [Is Client Test Mode] = False),FILTER('Transaction', [Is Test Order] = False),FILTER('Transaction Date',[Year] <> BLANK()),Client[Vertical],Client[Client Id],Client[Client Name],'Transaction'[Transaction Year],
"Measure1" , [Measure1] , "Measure2",[Measure2])
This gives me an error saying: "Function SUMMARIZE expects a column name as argument number 2."
Anonymous wwhat is the relationship between all these tables?
Hi parry2k ,
Relationships amongst these tables:
Transaction to Source System (Many to One),
Transaction to Client (Many to One) (Cross Filter= Both),
Transaction to Transaction Date (Many to One)
Anonymous Well you have to check if filtering on all these conditions return any row, I cannot tell that.
✨ Follow us on LinkedIn
Check my latest blog post The Power of Using Calculation Groups with Inactive Relationships (Part 1) (perytus.com) I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. It is a token of appreciation!
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Hi parry2k ,
Thanks a lot for your help and time.
I have one more question here what if I need to get Transaction Date [Year] instead of Transaction [Year]. The Transaction Date table has no relation with Client Table but Transaction to Transaction Date relationship is Many to One.
How can I make the below query working?SUMMARIZE(FILTER('Transaction Date','Transaction Date'[Year] <> BLANK() &&SELECTEDVALUE('Transaction'[Is Imported]) = False &&SELECTEDVALUE('Transaction'[Is Test Order]) = False&& SELECTEDVALUE('Client'[Is Demo]) = False&& SELECTEDVALUE('Client'[Is Client Test Mode]) = False),'Transaction Date'[Year],Client[Vertical],Client[Client Id],Client[Instance Name], "Measure1",[Measure1],"Measure2",[Measure2])