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troyh68's avatar
troyh68
Frequent Visitor
6 years ago
Solved

Trying to pull Sales Data from Dynamics NAV with multiple relationships and some filtering

To start I am VERY new to Power Bi. Learning as I go and I think I may have bit off more than I can chew. As you all know Sales Reports are always very complicated and this one is no exception. In NAV I need to use the General Ledger to pull the Sales Data from specific Accounts to make sure that we have all the Bill backs, Allowances etc applied to the correct Customers. This is where it gets confusing and difficult. With pulling the data from the G/L I do not have Sales Invoice info. I have created a relationship between the Sales Invoice Line and the Sales Invoice Header to the G/L. The problem is that when I try to use any column from the Sales Invoice Line table the Dollars from the Sales Invoice Line table are showing up instead of the Dollars from the G/L. 

 

To sum up a long story. I want to be able to use Product Group Code to filter the visual of the G/L Sales Dollars and have the G/L Dollars filter rather than the Sales Invoice Line Dollars.

 

This is how I have G/L tied to Sales Invoice Header

 

I am sorry if this is confusing but I am confused at this point on how to get this to work. I have a number of other visuals that are working but this one is a tough one.

 

Thank you in advance for any advice or help.

Troy

  • troyh68 ,

     

    Generally, you may make relationship below inactive to disable the filter from Sales invoice Header to Sales invoice line.

     

     

    Community Support Team _ Jimmy Tao

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

  • troyh68's avatar
    troyh68
    6 years ago

    v-yuta-msft 

    Thank you for the suggestion however I am still unable to get the visual to show correctly. I am re-thinking the structure and maybe starting all over again.

     

    Thank you again for your suggestion.

    Troy

2 Replies

  • v-yuta-msft's avatar
    v-yuta-msft
    Icon for Community Support rankCommunity Support

    troyh68 ,

     

    Generally, you may make relationship below inactive to disable the filter from Sales invoice Header to Sales invoice line.

     

     

    Community Support Team _ Jimmy Tao

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

    • troyh68's avatar
      troyh68
      Frequent Visitor

      v-yuta-msft 

      Thank you for the suggestion however I am still unable to get the visual to show correctly. I am re-thinking the structure and maybe starting all over again.

       

      Thank you again for your suggestion.

      Troy