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Anonymous's avatar
Anonymous
Not applicable
7 years ago
Solved

HubSpot Data Relationships?

 Hello, I have just gotten an ODBC connector to connect our HubSpot data to Power BI.  It is working just fine and I can see all of the tables, but I have no idea how the associations between tables ...
  • Anonymous's avatar
    Anonymous
    7 years ago

    Anonymous,

    You can split the Associated Contacts column in Power BI Desktop query editor, then create relationship using Associated Contacts column of Deals table and ID column of Contacts tables.


    Regards,
    Lydia

Aryna's avatar
Aryna
Post Partisan
1 month ago

This is one of the trickiest parts of working with HubSpot in Power BI as many-to-many relationships between contacts and deals can't be handled with a direct active relationship, which is why you're hitting that error. You'd need a bridge table to resolve it properly.

We ran into exactly this and ended up switching to a connector that has all of this pre-built: https://vidi-corp.com/hubspot-power-bi-connector/ 

The associations between contacts, companies, deals and owners are already modelled correctly, so the cross-filtering between report pages you're describing just works out of the box. They offer a free Power BI template so you're not starting from scratch.