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FancyOgre
New Member

Create Relationship Between Three Tables

Hello Everyone !

I am trying to create a relationship between my tables in power query. I have three tables. The first table has name and address field.

Screenshot_20230720-193512_Microsoft_365_(Office).png

And The Second Table has Name, Address, Income Amount and Date on which the income was received.

Screenshot_20230720-193640_Microsoft_365_(Office).png

The Third Table contains Name, Address, Expense and the date on which the expense happened.

Screenshot_20230720-193549_Microsoft_365_(Office).png

Now I'm trying to create Relationships between these table so that i can create a report where it show the name of user and the income he/she has received and how much he has spent as expense. However, since the income and expense table contains duplicate values of Name and Address, i am unable to create a relationship between Income and Expense table. I am able to create Relationships between Table 1( with name and address) and income table and also between Table 1 and Expense Table but i have not been able to create Relationship between income and expense table to achieve my desired result. Is there any way forward to this ?

1 ACCEPTED SOLUTION
rubayatyasmin
Community Champion
Community Champion

Hi, @FancyOgre 

 

you can create relationship like this, less workaround. (might be error-prone)

rubayatyasmin_0-1689863746082.png

sample value

rubayatyasmin_1-1689863769576.png

 

power bi actually auto created the relation. i tried to visualize 

 

rubayatyasmin_3-1689863808014.png

it is giving the correct value.

 

if you do not want to do this way then you might consider creating a composite key in both table. then create a relationship using that key. and best practice? create a date table and add a relationship with the date column. 

 

rubayatyasmin_0-1689517080227.png

 

 

 

 

 

 


Did I answer your question? Mark my post as a solution!super-user-logo

Proud to be a Super User!


View solution in original post

3 REPLIES 3
rubayatyasmin
Community Champion
Community Champion

Hi, @FancyOgre 

 

you can create relationship like this, less workaround. (might be error-prone)

rubayatyasmin_0-1689863746082.png

sample value

rubayatyasmin_1-1689863769576.png

 

power bi actually auto created the relation. i tried to visualize 

 

rubayatyasmin_3-1689863808014.png

it is giving the correct value.

 

if you do not want to do this way then you might consider creating a composite key in both table. then create a relationship using that key. and best practice? create a date table and add a relationship with the date column. 

 

rubayatyasmin_0-1689517080227.png

 

 

 

 

 

 


Did I answer your question? Mark my post as a solution!super-user-logo

Proud to be a Super User!


I'm getting this error: The relationship you're creating lets you filter Income by Table1. but Excel 16.0 allows only one filtering path between tables in a Data Model. Deactivate existing relationships between the tables or change their filter direction. This relationship can be as inactive.
Mkarwa-123
Resolver II
Resolver II

@FancyOgre you dont need a relationship between income and expense table. Create a relationship of firsttable with income and expense separately also create a date table and create a relationship with income and expense with date table. 

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