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Power BI and Excel and Wolter Kluwer CCH Axcess

I am working with Wolter's Cluwer CCH Axcess API and pulling data to create customized dashboards in Power BI.  I have one report i am working on and I am able to pull a majority of information from my CCH Axcess Gateway and include an excel data file also.  however when I try to pull notes associated with the projects, I keep getting the message that there is no relationship.   I have the following relationships...the ones unchecked are all the ones that break my report.  Does anyone have experience with CCH Wolters Kluwer products or can help me with this issue.


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New Member

I see this is an old post, but curious if you ever found any info. I too am trying to use Power BI to display CCH Axcess data. Any resources you recommend? Thx. 

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