Difficulty with relationships creation in Power BI - powerbi

Hello friends,
I have a difficulty creating relationships in Power BI. I thought I created them properly, but when I create visualizations i clearly understand smth is wrong.
I will greatly appreciate if someone may give me an idea where I am wrong.

The most important thing in relationships of PowerBI is that inactive relationships (the dotted line) has no effect on measures and calculation. So they can be removed (however,they can be used in measures with USERELATIONSHIP in DAX thus maintaining them is beneficiary).
Avoid many-many relationship that cause confusion. In your case, I believe the "last ship date" table relation with both 'Locations/Dimensions' and 'Move Type' has brought confusion.

Related

Power Bi Can't create relationship between tables even relationship is possible

I've these four tables "Central, east, west and south" and I want to build relationship but, I was not to able build. I'm getting error what does it mean? Can anyone tell me how to resolve it? Even I clicked on "Autodetect" Relationships then it says - "There are no relationships found" Please help. But, relationship is possible after doing drag and drop I got an error. Clearly we can see that the relationship is possible
This error show what does it many how can overcome with this problem
Chances are you are not using data relationships in Power BI as they are intended to be used. It's tough to say without seeing your data, but I would guess you actually want to append your central, east, west, and south tables into one table in power query editor. You can also add an additional column to track which table or superstore each row originally comes from.
Here are some resources to help
Star Schema
Append Queries
Add a Custom Column

PowerBI Table and Matrix Totals/SubTotals Not Summing Properly

I'm doing some very basic aggregations and this is the issue I'm facing,
The total simply doesn't add up to what it's supposed to be. Is this a table relationship issue or something else?
That total makes sense without any filters applied.
What might have happened is that the relationship was only filtered in one direction. To fix this, follow these steps:
Click through to the Home tab > Manage Relationships
Click on the relationship describing Spend to the filtered table causing the problem
Click on Edit...
Ensure the Cross filter direction drop-down is set to Both
Hopefully that works for you!
Managed to figure this out by looking at the data in on a very detailed level. Turns out the relationships are fine, it was just a matter of bad data that caused the relationships to be wonky and bring in other values.

Date Table Relationship

I have a table of dates (every date from 2003 to 2035) in my data model but am wondering if I need to create relationship(s) between this and my other data tables, wondered if anyone could please share best practice?
If so, my main table has several columns of dates so which would I link to?
To be honest, I am thinking I shouldn't create a relationship as any filtering of the date table will then only filter my model by which date column I have a relationship with?
I hope all that makes sense. It's more of an abstract question at the moment but my ultimate goal is to create some kind of rolling average.
Thanks in advance.
The best practise is clearly to create a relationship between your date table and your data table (fact table I assume). But you have to choose the most relevant column to make your link, knowing that it's preferred to not make multiple relationships between the same tables.
If you have a "snapshot date" column, you could make the link with this one to see the status for that period for example. It really is up to you.
If the filtering is annoying to you, you can always disable it on the visuals.
I hope it helps.

Get "not allowed for columns on the one side of a many-to-one relationship" errors

i have created Power bi project, It is working fine in the beginning but when i refresh my datasource , i get this error " not allowed for columns on the one side of a many-to-one relationship" . Any can help me ??
I resolved this issue by going into the relationship, right clicking to view properties,
and making it a Many to One Relationship.
Power BI sometimes automatically creates relationships between the queries that are being used to drive the data in the reports. When I have encountered this error or errors like it in the past I:
Go into Manage Relationships
Verify that there is a relationship listed
Evaluate the From and To relationships that are listed as active
Delete any invalid From and To relationships between separate data sets
My most common issue in the past has been that I will have two very different queries pulling data from separate sources with similar column names and Power BI will generate a relationship between them that is invalid. After removing the relationship it has always resolved my issue.
In my case issue was related to the fact that Power BI was threating "SQL View" as a "Table" and as a result it was creating relations for it.
Although I've checked the "Manage Relationships":
and removed one relation which was not reasonable the issue was still persisting.
Then issue solved when I had looked in the "Relations"
tab and found unreasonable relations related to my View and removed them.
None of these answers helped me. For me I received this error when trying to refresh my dataset which had previously worked for some time. After investigating I found the schema of the source database had changed. Two fields that previously didn't allow nulls now allowed nulls and had null values for some rows. My Power BI model still expected these fields not to contain nulls but was throwing this same and very misleading error:
Data source error: Column 'x' in Table 'y' contains blank values and this is not allowed for columns on the one side of a many-to-one relationship or for columns that are used as the primary key of a table. Table: y.
Initially on seeing this error and opening up my report in PowerBI Desktop and going to Modeling > Manage relationships. I looked for a relationship on table y for column x, but no such relationship existed!? Was I confused? You bet.
After investigating further I discovered the database schema change and resolved by updating my Power BI model by going to the data model editor, expanding table y in the Fields panel on the right hand side, selected field x, expanded "Advanced" in the Properties panel and changed "Is nullable" from No to Yes. I then applied the changes, saved the report and refreshed the dataset.
I followed these steps
Step 1: Go to the Model section from the left side of the Power BI Desktop
Step 2: Delete all the relationships (or connections) amongst the tables that have been created by Power BI itself while you were working with the Power Query Editor
Step 3: Click 'Refresh visual and data' option in Home (besides the Transform Data button)
It worked and loaded the new data and also applied the automations done in the query editor.
I got this error on a completely new table made in Power Query, weird since I had no chance to create a relation yet.
Easy fix: Apply a filter that removes all blanks on that column - apply the filter, and then delete this new filter again
Another problem you might have is that "Autodetect new relationships" is turned on:
This is a setting that disables auto-detecting relations under "File/Options & settings/Options/Current File/Data Load/Relationship/Autodetect new relationships after data is loaded"
I had the same issue, after spending hours of searching for a fix and not finding anything, I started scratching around and found the problem took 1second to fix. My issue specifically, was a an additional relationship created within the model. The connection showed up as a "dotted" line one of my tables. I deleted the relationship, refreshed. Done.
This happens when your table or connected tables in excel, contain blank row, for resolving this issue you will need to click anywhere in the excel table, then click on the table tools, then resize table and Select the entire range of cells to include all rows, make sure no blank rows are included then save and get back to your PowerBI then again refresh it, all will work.

PowerBI / PowerPivot - Data not aggregating by time frame

I have created a powerpivot model include in the image below. I am trying to include the "IncurredLoss" value and have it sliced by time. Written Premium is in the fact table and is displaying correctly. I am aiming for IncurredLoss to display in a similar fashion
I have tried the following solutions:
Add new related column: Related(LossSummary[IncurredLoss]). Result: No data
DAX Summary Measure: =CALCULATE(SUM(LossSummary[IncurredLoss])). Result: Sum of everything in LossSummary[IncurredLoss] (not time sliced)
Simply adding the Incurred Loss column to the Pivot Table panel. Result: Sum of everything in LossSummary[IncurredLoss] (not time sliced)
A few other notes:
LossKey joins LossSummary to PolicyPremiumFact
Reportdate joins PolicyPremiumFact to the Calendar.
There is 1 row in LossSummary per date and Policy. LossKey contains this information and is the PK on that table.
Any ideas, clarifications or pointers are most certainly welcome. Thank you!
The related column should work. I was able to get it to work in both Excel 2016 and Power BI Desktop. Rather than bombarding you with questions, I'll try and walk through how I would troubleshoot further, in the hopes it gets you to a solution faster:
First, check the PolicyPremiumFact table inside Power Pivot and see if the IncurredLossRelated field is blank or not. If it is consistently blank, then the related column isn't working. The primary reason the related column wouldn't work is if there's a problem with your relationships. Things I would check:
Ensure that the relationships are between the fields you think they are between (i.e. you didn't accidentally join LossKey in one table to a different field in the other table)
Ensure that the joined fields contain the same data (i.e. you didn't call a field LossKey, but in fact, it isn't the LossKey at all)
Ensure that the joined fields are the same data type in Power Pivot (this is most common with dates: e.g. joining a text field that looks like a date to an actual date field may work, but not act as expected)
If none of the above are the problem, it doesn't hurt to walk through your data for a given date in Power Pivot. E.g. filter your PolicyPremiumFact table to a specific date and look at the LossKeys. Then go the LossSummary table and filter to those LossKeys. Stepping through like this might reveal an oversight (e.g. maybe the LossKeys weren't fully loaded into your model).
If none of the above reveals anything, or if the related column is not blank inside Power Pivot, my suggestion would be to try a newer version of Excel (e.g. Excel 2016), or the most recent version of Power BI Desktop.
If the issue still occurs in the most recent version of Excel/Power BI Desktop, then there's something else going on with your data model that's impacting the RELATED calculation. If that's the case, it would be very helpful if you could mock up your file with sample data that reproduces the problem and share it.
One final suggestion I have is to consider restructuring your tables before they arrive in your data model. In your case, I'd recommend restructuring PolicyPremiumFact to include all the facts from LossSummary, rather than having a separate table joined to your primary fact table. This is what you're doing with the RELATED field to some extent, but it's cleaner to do before or as your data is imported into Power Pivot (e.g. using SQL or Power Query) rather than in DAX.
Hope some of this helps.