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jasenMOD
Regular Visitor

Connecting 3 fact tables by one dim Table Display in matrix

I've been racking my brain and the internet, but cant get this to work, although im sure there is a simple solution. 

 

I have three fact tables: 

  • SurveyTable
    • Survey Results
      • NPSGroup
  • ITCTAble(Intent to cancel)
    • Table of each instance of a clients intent to cancel
      • IntentToCancelReason
  • TasksAndEventsTable
    • Tasks and events between a contact and a user
      • MeetingName

Each of these contains tables has a ContactID column and i have connected each of them to the ContactTable through ContactID.

 

In the report builder I would like to be able to summarize these 3 different kinds of customer interaction in one Matrix. For example show contact x submitted a survey with an nps rating of 2, then later submitted an intent to cancel thier service, then the contact has a meeting with an account manager. 

 

When i put ContactName from ContactTable on a matrix with the following feilds I get a "Cant Determine Relationship Error"

  • NPSGroup from SurveyTable
  • IntentToCancelReason from ITCTable
  • Meeting Name from TasksAndEventsTable
1 ACCEPTED SOLUTION
Anonymous
Not applicable

Hi @jasenMOD ,

Regarding your question, it should be a mismatch of rows between tables. For example, suppose 'ConTact ID' is 1001, and there are 2 rows in 'Survey Table' and 1 row in 'ITCTable'.

vzhouwenmsft_0-1715677179276.png

vzhouwenmsft_1-1715677198897.png

 

Use the following DAX expression to create a measure

CONCATENATEX function (DAX) - DAX | Microsoft Learn

 

_NpsScpre = CONCATENATEX('Survey Table',[NpsGroup],",")

 

Final output

vzhouwenmsft_2-1715677373219.png

 

vzhouwenmsft_0-1715679991707.png

 

 

 

View solution in original post

3 REPLIES 3
Anonymous
Not applicable

Hi @jasenMOD ,

Regarding your question, it should be a mismatch of rows between tables. For example, suppose 'ConTact ID' is 1001, and there are 2 rows in 'Survey Table' and 1 row in 'ITCTable'.

vzhouwenmsft_0-1715677179276.png

vzhouwenmsft_1-1715677198897.png

 

Use the following DAX expression to create a measure

CONCATENATEX function (DAX) - DAX | Microsoft Learn

 

_NpsScpre = CONCATENATEX('Survey Table',[NpsGroup],",")

 

Final output

vzhouwenmsft_2-1715677373219.png

 

vzhouwenmsft_0-1715679991707.png

 

 

 

Can i then do the same thing for the tasks and events table?

Anonymous
Not applicable

Hi @jasenMOD ,

Regarding your question, I don't think there is a problem. All three fact tables look up the corresponding data by column 'Contact ID' and use the 'CONCATENATEX' function to merge multiple rows of data into a single cell.

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