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Regular Visitor

DAX and table structure/relationships advice

Hi

 

I'm building a portfolio reporting tool which monitors financial spend on projects. Part of my data model includes the three tables shown and described below:

 

Project details - master data of project details i.e. ID, name, finance system codes. Each row represents a single project.

Summary - high level finance data for each project split by FY and funding source.

Budget - budget for each project split by FY and funding source.

 

Current active relationships:

Summary to Project details based on Project ID (Single, Many-to-1)

Budget to Project details based on Project ID (Single, Many-to-1)


Model.png

 

I want to create a column in the summary table which calculates the project's budget variance = Budget - (Actual+Forecast). Actual+Forecast is in the summary table, but Budget is in the budget table. [NOTE: you will see columns called variance already in the summary table but these are based on an approval value not the budget value). 

 

I tried creating various measures and columns, but I think because the relationship both tables have to project details is only based on project ID the numbers are incorrect i.e. I don't just need the project's total budget, I need the budget for each specific FY and funding source.  

 

I also tried creating a unique budget ID in the summary and budget tables as a string concatenation of project ID + funding source + FY and then creating a relationship between the two tables, but Power BI wouldn't allow the relationship to be active as it would create ambiguity.

 

Am I able to achieve what I need with DAX formulas? Or am I forced to need to restructure the project details table?

 

Thanks in advance and sorry for the long post!

Rachel

1 REPLY 1
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Microsoft
Microsoft

Re: DAX and table structure/relationships advice

Hi @Missred

 

It seems you may use USERELATIONSHIP Function.You may refer to below articles.

https://www.sqlbi.com/articles/userelationship-in-calculated-columns/

http://radacad.com/userelationship-or-role-playing-dimension-dealing-with-inactive-relationships-in-...

 

Regards,

Cherie

Community Support Team _ Cherie Chen
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