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gavin007
Helper IV
Helper IV

add relationship column to existing source

I have a existing salesforce tables in my data model. I am having difficulty to set up proper relationships between sales rep, account, contact and task tables as the ambigirous relationship 

 

Sales rep->Account->Contact->task

Sales rep->account->Task

 

The workaround is to break one of the link and replaces with a related column in the task tables. illustrate like below

Sales rep->Account->Contact (broken link),  Task has contact column

Sales rep->account->Task

 

My question is, without creating a new task table, how to enable the relationship column in existing task table? I just don't want to recreate 6 table and link up visual again, which could be two days works.

 

If in a new get source window, i click on the box.

Capture.PNG

Capture1.PNG

 

 The table i import has the relationship table.

Capture2.PNG

 

So my question is how to enable them in an EXISTING tables, or any suggestion i can use DAX to create a new column?

 

 

3 REPLIES 3
amitchandak
Super User
Super User

@gavin007 , I think first you need to explode those tables and make a table with only data. 

 

If you can let us table structure, we can suggest joins

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I have created a new file and here is the screen shot. 

Capture.PNGCapture1.PNG

 

What i want to achieve is two things.

1. Set up relationship link with strong relationship requirement.

-sales rep<-> account,

-account->opportunity,

-account->contact,

-sales->lead

 

Weak relationship will acheived by relationship column like

-Task table has opportunity name, lead name, account name, and sales rep name

-Event is similar set up 

 

2. if the above or any other suggested struture work, can it retro-fit to exisiting data model

 

Any update on this?

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