relationships

Hey, not sure if I'm correct assuming your relationships looks similar to this

This works in the report, w/o throwing an error, the values shown are nevertheless wrong, another story.

If change the aggregation of amount to "Don't summarize", I got an error.

Assuming that your Excel files contains additional information that is not available in your SQL Server table and you just need the Excel table to gain access to this information (and there is a one to one relationship between sqlCustomer.customer_id and xlCustomer.customerid you can rebuild your relationship in this way.

Create a 1-to-1 relationship with filter direction "Both".

But, my final recommendation, is remove the 2nd customer table, and use the Merge function from PowerQuery to Pull the customername column from xlCustomer table into the sqlCustomer table. The simply reduces the number of tables and hence model complexity.

Hope this helps

Regards

Tom