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Hello,
Dynamics CRM has account parent-child relationships within the same entity parentaccountid and accountid fields. I am attempting to create a slicer to search for accounts and to show all related opportunities for the parent-children of those accounts. So far I have been able to show all children records as the relationship between opportunity/accountid and accountid exists, but I am not able to see the parent opportunities as I am unable to create a second relationship to the account table for parentaccountid and opportunity/accountid. Same goes for contacts or any other records that is attached to an account. Has anyone conquered this task?
@Anonymous ,
You may add a separate table for Slicer, apply virtual relationship in DAX measure and then take advantage of Visual level filters.
Reading more of this - if I was to create an inactive physical relationship to my entities to the parentaccount field, and use the following, I think it may work. just confused here as to what goes were in this code. I dont need sums or values, just need the relationship
this is my inactive relationship
I have the relationship in the datamodel for Parent Child, I have two slicers, one from the parent account and one for the account (shild). what I am not getting is data from the parent as the parent field is not mapped to any of the related entities. I can only map one relationship from opps to account and that has to be to the accountid field. so how do I get records related to the parentid selected in the first slicer included
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