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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.




 The table i import has the relationship table.



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



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. 



What i want to achieve is two things.

1. Set up relationship link with strong relationship requirement.

-sales rep<-> account,





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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