Handling relationships is an essential aspect of any data modeling exercise. If done correctly, it can save a lot of time and effort. Power BI offers many-to-many relationships, but at times it adds many complexities. And hence, experts advise caution while using many-to-many relationships in Power BI.
TREATAS offers a relatively simple solution in this case. Let us understand this with the following example.
Following are two sample tables:
Calculate the Estimate vs. Actual report for each Project & Team.
As we notice, both the Project Number and Team have multiple values in both tables. If we establish a relationship, it is many-to-many.
For this exercise, we do not establish any relationship between the two tables.
Creating Basic Calculations
Added two measures for getting the total of Estimate and Actual Hours
Estimate Hours = SUM(table1[Estimate])
Actual Hours = SUM(table2[Hours])
Creating Measures using TREATAS
TREATAS applies the result of a table expression as filters to columns from an unrelated table. It returns a table containing all the rows in column(s) that are in the expression.
Total Hours Team =
In the above example, TREATAS is doing the following:
Using the VALUES function, I am supplying a list of all unique Teams and Project Number from table1
Using TREATAS to create a virtual many-to-one relationship on Teams and Project Number
I have used the measure in the table visual, which is producing the expected output.