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Hello, I'm building some wonderful reports in Power BI against Salesforce but have hit a roadblock. I am only pulling in three objects at the moment: Contact, Account, and Case. I have the following joins or relationships currently.
One to many from Account / Id to Contact / AccountId
One to many from Account / Id to Case / AccountId
I need to connect Case to Contact but am not sure how to build the relationships properly.
Any advice?
Thanks!
Solved! Go to Solution.
@thoco,
You can set cross filter direction of relationship between Account and Contact from “Single” to “Both” , and set cross filter direction of relationship between Account and Case from “Single” to “Both”, this way, you have established indirect relationship between Contact and Case.
Regards.
Lydia
@thoco,
You can set cross filter direction of relationship between Account and Contact from “Single” to “Both” , and set cross filter direction of relationship between Account and Case from “Single” to “Both”, this way, you have established indirect relationship between Contact and Case.
Regards.
Lydia
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