The objective is to have a matrix which shows Customer orders and shipments by month as shown in the image below.
However, I am unable to build a relationship including all 4 tables to achieve my objective.
Relationship:
Any ideas to resolve this issue and to get the desired matrix would be appreciated.
@moshah there basic issues with your model:
1st, the dimension table (in your case Calendar and Customer) should have "one to many" relationships with orders and shipments. What does that mean, one date can have none or many orders, similarly for the shipments. Also, one customer can have no shipment/order or multiple shipments and orders.
2nd, cross filter direction should be set to dimension table to fact tables (shipments and orders), which means the calendar table will filter the shipments/order table, and the customer table will filter the shipment/order table, but not vice versa.
Once you have the above changes in your model, everything will be smooth and nice.
Cheers!
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@moshah there basic issues with your model:
1st, the dimension table (in your case Calendar and Customer) should have "one to many" relationships with orders and shipments. What does that mean, one date can have none or many orders, similarly for the shipments. Also, one customer can have no shipment/order or multiple shipments and orders.
2nd, cross filter direction should be set to dimension table to fact tables (shipments and orders), which means the calendar table will filter the shipments/order table, and the customer table will filter the shipment/order table, but not vice versa.
Once you have the above changes in your model, everything will be smooth and nice.
Cheers!
Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!
Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo
If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤
Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.
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