Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Register now to learn Fabric in free live sessions led by the best Microsoft experts. From Apr 16 to May 9, in English and Spanish.

Reply
dollerup75
New Member

Manage Relatioships problem

I have two tables named accounts and opportunities both are retrieved from CRM Online. I have limited my account table to about 70 accounts using a select statement when data is restrived.

When retrieving opportunities I just retrieve all data avalible and therefore there are many opportunities that does not belong to an account in the account table.

How to I make sure that only opportunities that are linked to an account are included in my dashboard?

1 REPLY 1
v-yuezhe-msft
Employee
Employee

@dollerup75,

Do you connect to CRM online directly in Power BI Service following the guide in this article or connect to CRM online in Power BI Desktop?

If you use Power BI Desktop, please follow the instructions in the document below to create relationship between the two tables, and then create visuals. And you may need to use filters or slicers to filter the visuals to show only an account.

https://powerbi.microsoft.com/en-us/documentation/powerbi-desktop-create-and-manage-relationships/

Regards,
Lydia

Community Support Team _ Lydia Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Helpful resources

Announcements
Microsoft Fabric Learn Together

Microsoft Fabric Learn Together

Covering the world! 9:00-10:30 AM Sydney, 4:00-5:30 PM CET (Paris/Berlin), 7:00-8:30 PM Mexico City

PBI_APRIL_CAROUSEL1

Power BI Monthly Update - April 2024

Check out the April 2024 Power BI update to learn about new features.

April Fabric Community Update

Fabric Community Update - April 2024

Find out what's new and trending in the Fabric Community.

Top Solution Authors