Skip to main content

DAX RELATEDTABLE Function

DAX (Data Analysis Expressions) relationship functions in Power BI allow users to manage and navigate relationships between tables. These functions are essential for creating complex data models and ensuring accurate calculations across related tables.

Syntax:

RELATEDTABLE(<table>)

Description:

Returns a table that contains rows related to the current row. This function is used to create a table of related rows based on the existing relationships in the data model.

Example:

Consider the following two tables:

Sales Table


Products Table
            
                                 

We want to create a new calculated column in the Products table called "TotalSales" that sums the sales amounts for each product.

Steps to Create the Calculated Column in Power BI Desktop

  1. Ensure Relationship: Make sure there is a relationship between the Sales table and the Products table on the ProductID column. You can check this in the "Manage Relationships" dialog.

  2. Open Power BI Desktop.

  3. Load your data into the data model.

  4. Go to the Data view by clicking on the table icon on the left pane.

  5. Select the Products table.

  6. Click on "New Column" in the Modeling tab.

  7. Enter the DAX formula into the formula bar:

  8. TotalSales = SUMX(RELATEDTABLE(Sales), Sales[SalesAmount])

  9. Press Enter to create the calculated column.


Result

The Products table will now have an additional column called "TotalSales":


In this example, the RELATEDTABLE function is used to get the rows from the Sales table that are related to each ProductID in the Products table. The SUMX function then calculates the total sales amount for each product by summing the SalesAmount column for these related rows. This enriches the Products table with a new column that shows the total sales amount for each product.








Comments

Post a Comment

Popular posts from this blog

Power BI tenant settings and admin portal

As of my last update, Power BI offers a dedicated admin portal for managing settings and configurations at the tenant level. Here's an overview of Power BI tenant settings and the admin portal: 1. Power BI Admin Portal: Access : The Power BI admin portal is accessible to users with admin privileges in the Power BI service. URL : You can access the admin portal at https://app.powerbi.com/admin-portal . 2. Tenant Settings: General Settings : Configure general settings such as tenant name, regional settings, and language settings. Tenant Administration : Manage user licenses, permissions, and access rights for Power BI within the organization. Usage Metrics : View usage metrics and reports to understand how Power BI is being used across the organization. Service Health : Monitor the health status of the Power BI service and receive notifications about service incidents and outages. Audit Logs : Access audit logs to track user activities, access requests, and administrative actions wit...
Post a Comment
Read more

Understanding the Power BI ecosystem and workflow

Understanding the Power BI ecosystem and workflow involves getting familiar with the various components of Power BI and how they interact to provide a comprehensive data analysis and visualization solution. Here's a detailed explanation: Power BI Ecosystem The Power BI ecosystem consists of several interconnected components that work together to enable users to connect to data sources, transform and model data, create visualizations, and share insights. The main components are: Power BI Desktop Power BI Service Power BI Mobile Power BI Gateway Power BI Report Server Power BI Embedded PowerBI Workflow Here’s a typical workflow in the Power BI ecosystem: Step 1: Connect to Data Sources Power BI Desktop:  Connect to various data sources like Excel, SQL databases, cloud services, and more. Power BI Gateway:  If using on-premises data sources, install and configure the gateway for secure data transfer. Step 2: Data Transformation and Modeling Power BI Desktop:  Use Power Query...
Post a Comment
Read more

DAX UPPER Function

The DAX UPPER function in Power BI is used to convert all characters in a text string to uppercase. This function is useful for standardizing text data, ensuring consistency in text values, and performing case-insensitive comparisons. Syntax: UPPER(<text>) <text>: The text string that you want to convert to uppercase. Purpose: The UPPER function helps ensure that text data is consistently formatted in uppercase. This can be essential for tasks like data cleaning, preparing text for comparisons, and ensuring uniformity in text-based fields. E xample: Suppose you have a table named "Customers" with a column "Name" that contains names in mixed case. You want to create a new column that shows all names in uppercase. UppercaseName = UPPER(Customers[Name]) Example Scenario: Assume you have the following "Customers" table: You can use the UPPER function as follows: Using the UPPER function, you can convert all names to uppercase: UppercaseName = ...
Post a Comment
Read more