Forum Discussion
Table Relationships Advice Needed
Hey Folks,
Im stumped with a problem:
I have a very granual Salesforce Object in a table which is my core data and is looking at pipeline values something along these lines:
There is about 1.3m rows in it:
Opportunity Table
| Opportunity # | Business Unit | Region | Quarter | Source | $ |
| 1234 | Microsoft | EMEA | 2023Q4 | Sales | 1000 |
| 4321 | Apple | NAM | 2023Q1 | Channel | 5000 |
Then I have a snapshot table which is quite aggregated:
Snapshot Table
| Close Qtr | Business Unit | Snapshot Week | Region | $ |
| 2023Q4 | Microsoft | 35 | EMEA | 1,000,000 |
| 2023Q4 | Apple | 34 | EMEA | 9,000,000 |
On my dashboard I have summaries of the "core table":
Microsoft Current Pipeline Sales = 1m etc etc..
I now want to also show the related Pipeline Snapshot value
The way I tried to approach it is very very clumsy and I am not happy but I made a lookup key in both tables consisting of:
BU & Region & Close Qtr & Previous Week of Year (from another table calcing today values) & Opportunity Source
Then I did a lookupvalue formula to pull in the matching value into the Opportunity Table this obviously has repeating values so on my dashboard I did a measure for the MAX value... as clunky as it is it work WHEN the most granular filters are on but if someone does use those then it will obvioulsy bring back the MAX result from the table. I want the Sum.
So long story short
How best should I relate these 2 datasets together to present the Snapshot value allowing filters etc to work.
Thanks,
Fionn
1 Reply
- IdrissshatilaSuper User
Hello Anonymous ,
so what you should do to be able to show values from both tables is to make the data model as a star schema data model.
in your case here, you need to build a Business unit dimension table, a data dimension table, and a region dimension table that has unique values for everyone.
then link each dim table with the two tables, then you could visualize the values using these dimensions.
check the concept of star schema here https://learn.microsoft.com/en-us/power-bi/guidance/star-schema
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