RELATED Function in DAX does not shows me related tables - powerbi

I have a Projects table related with the Employees table. So one employee can be the group leader in many projects. The relation is between Projects.GroupLeader field and Employees.ID field
In the Products table i'm trying to add a new column to show the name of the group leader using this
Group leader = RELATED(Employees[Name]) but this does not works. In fact the intellisense of RELATED does not shows me the Employees table.
Any idea please?
regards

The problem was solved. I had not the relation active in my model

I had the same symptom, but in my case the problem was that the related table had duplicates. Check for duplicates if you are stuck!
Hope that helps!

Related

Showing Side by Side Measures from Semi-Related Tables in Power BI

I have a data model in Power BI that, among other things, has the following tables
Employees (Dimension; employee ID/name)
Jobs (Dimension; contains details about the job, including job ID)
Employee history- Contains a record for each day an associate was in a job(snapshot table);
Job Budget History- Contains a record for each day a job was budgeted(snapshot table)
Calendar Table
The table is modeled like so (simplified version):
In Power BI, I am trying to make a simplified table view that contains measures based on both the budget history as well as the employee history for the most recent day in the dataset (simple count rows/distinct count of calendar table)
However, attempting to do so gives me the results below if I try to put both measures on the table. Basically it appears to be doing a cross join between each table and matching associates with jobs they don't have (this happens when the budget is added).
Of course, if I just do one of the singular measures everything works perfectly. I am fairly certain it is because there is no real connection between the 'employee' and the 'budget history' in this relationship, so it is just joining everything on the date without any context.
I have tried several things such as making inactive relationships with userelationship(), using visual level filters etc. but I'm not sure what the best option in this situation would be. (I am trying to avoid bidirectional relationships if possible)
Ideally this information should show on this date that Joe was present as President, Sally was present as an operator, and the Manager position had nobody, but all three were budgeted.
Any advice is appreciated. I have attached a simplified mockup pbix file for reference.
PBIX File
This is a complicated problem for many reasons. I was able to produce this report:
by removing field "Name" from the table and replacing it a measure:
Employee Name =
CALCULATE(
SELECTEDVALUE(Employees[Name]),
CROSSFILTER(Employees[Employee_ID], Employee_History[Employee_ID], BOTH)
)
It looks exactly like the report you want, but if you have additional requirements, you'll need to make sure that such approach works for you.
If this is acceptable, a brief explanation:
the root cause of the issue is missing Employee-Budget relationship. When you put Name in the table as a filter, it doesn't propagate to the budget table and causes a cartesian product.
Removing Name from the table eliminates the need for the filter propagation, but then you won't see employee names. I solved this by pulling employee names with the measure, where required propagation is forced by CROSSFILTER function (essentially, it's like a temporary bi-directional relation only when you need it, so it does not negatively affect the rest of the model).

Can't determine relationships between the fields

I've imported three tables into Power BI using a REST API, have added relationships between them, and am now trying to add fields from the various tables to a table on the canvas. The table names (from a Human Resources database) are named Employees, Job History, and Salary History.
Employees is joined to Job History using EmployeeID as a 1:Many relationship, and also to Salary History using EmployeeID on a 1:Many relationship.
I can add fields from the Employee table and EITHER the Salary History OR the Job History table to the table on the report canvas. However, if I try to add fields from all three tables, I'm seeing the error 'Can't display the data because Power BI can't determine the relationship between two or more fields'.
Could anyone advise where I'm going wrong? Many thanks.
If I understand correctly, you have a model like in this picture:
The way PBI filters work is: The 1: side table filters the N: side table. Filters propagate that way. So in this case, you can filter JobHistory with data from Employees, and SalaryHistory with data from Employees. But the 2 fact tables can't relate because the filters don't propagate that way.
Look into DAX measures like RELATED(), RELATEDTABLE() and USERELATIONSHIP() that might work for you.
Without that, I don't think you can use data from the 3 tables, since you have a model with 2 Fact Tables.
Someone correct me if I'm wrong.

Power BI Visualize Many to Many

I currently have two tables: A "Send ID" table and an "Affiliation Table" each based on a column of customer IDs.
No columns have purely distinct values so I cannot create a many to one relationship.
I would like to visualize the Send IDs based on the Affiliations as shown here:
Desired Output
I can work with either having the Send IDs repeat per affiliation in the new desired table or have them unique per affiliation - either way works with me.
Any help would be appreciated.
Thank you
noyraz's solution in establishing a many to many relationship based on the customerID should suit your needs.
If you are required to find out where a customer appears in the affiliation table or sendID table, I highly recommend performing a full outer join in the query editor.
Using the picture below, right click on any of the tables, and select reference.
Reference Screenshot
Then rename the table if you like
Click on Merge Queries
In the drop down, select the other table you didnt reference, then click on both customerIDs
select full other join.
Full Outer Join labled screenshot
Expand the new table column
deselect the ID if you like.
Expanding Column Screenshot
If there are occurrences where they don't appear (useful for sending and delivered tables), you can do visual level filters to see where either the Affiliation or SendID is null/blank.
when you create Many To Many relationships like Here
all you have to do next it's just visual this like you desire
hope I understand your question right

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.