Forum Discussion
Unable to Manage Relationships
thanks for the reply.
I've tried to do the same thing in Desktop version but still unable to manage the relationships. The "Manage Relationships" is in disabled state. There's also no "Data" Menu (refer to image attached). Do you know a way so I can manage the relationships? It happens when I choose live connection Power BI service as datasource
you cannot manage relantonship on live connection,
if its a live connection to power bi dataset you can create a composite model to add others tables and between those and the dataset tables you can manage relantionship:
if this helped give some kudos, if it helped or solved the problem please mark as solution for others to find it
Hi amrtly
In Power BI Desktop, you need to connect to the original data to make relationships between tables. You can't do it by connecting to an existing Power BI dataset.
In a new Power BI desktop instance go to "Get Data" and select the data you want. You can search on "Share" for your Sharepoint connection and see you have options to connect to Sharepoint Folders or Lists.
See Create a report on a SharePoint List in Power BI Desktop - Power BI | Microsoft Docs
and Power Query SharePoint folder connector | Microsoft Docs
Once you've pulled in the relevant tables from Sharepoint you can make relationships between the tables to work on the data.
See: Create and manage relationships in Power BI Desktop - Power BI | Microsoft Docs
Hope this helps
Stuart
thanks, but my data is in excel stored in sharepoint. I want my data could be easily updated.
Hi amrtly
If the data is in Excel stored in Sharepoint you can connect to it by using the Web connector in Power BI.
Open Power BI Desktop , Click on Get Data , Select Web option , then enter the URL of the Excel file stored in your SharePoint library.
The Excel file Sharepoint URL will be something like "http://tenant.sharepoint.com/sites/sitename/library/folder/excefile.xlsx"
(You'll need to enterr the tenant name, sitename and any library and folder names etc.)
Make sure you use an Organizational Account option to authenticate. Other authentication mechanisms won't work while doing this. Sign in with your office 365 ID and password.
Once signed in, click on Connect and you will see tabs/sheets/tables from your Excel file. Select the tables you need and click on load.
Hope this helps
Stuart
