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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?
@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
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