Forum Discussion

htw17's avatar
htw17
New Member
9 years ago

Trying to Create a Calculated Column by joining multiple tables

I am new to Power BI. I went through most of the tutorials but I am not seeing a simple solution to my issue which I would assume is an easy one for Power BI. I am connecting to my Salesforce Data. I...
v-ljerr-msft's avatar
v-ljerr-msft
Microsoft Employee
9 years ago

Hi htw17,

I asume Power BI has a simple way to relate the tables through a query but I must be missing how that is done.

You should be able to use RELATED or RELATEDTABLE functions (DAX) to relate tables with relationships when creating the calculate column in this scenario. :smileyhappy:

 

In addition, please make sure you are using the star schema for your data pattern when creating multiple relationships between your tables. As cross filtering can create an ambiguous set of relationships in data pattern with loops. 

 

Reference:

Create and manage relationships in Power BI Desktop and A similar thread

 

Regards

  • htw17's avatar
    htw17
    New Member
    9 years ago

    JerriLi,

    Thank you for your help the link you sent on creating and managing relationships was very useful. It is true that the setup of my tables is not a star schema. I have tried several different approaches to try to resolve this issue. I tried to create a new table from my existing tables to try to simplify the relationships. I am having trouble understanding how to accomplish this in Power BI. It seems creating a table is meant to create tables with DAX but does not seem to be what I need.

     

    In SQL Server I can write a stored procedure that creates Temp tables that then allows me to run queries against those temp tables with my core tables and will create my final data set that I need for my report. I guess my main question is how do I accomplish this in Power BI?

     

    The link you sent seems to suggest if your relationships are not star schema that you can bring in tables more than once to address this issue. I am afraid I am getting lost in trying many different ways to try to get the data set up in a way that works in PowerBI.

     

    What I am looking for is direction on where and how I can alter my tables for Power BI. Since my data is coming from Salesforce I really want to be able to transform the data in Power BI rather than in Salesforce.