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Creating Relationships Between Data Tables in Microsoft Power BI
Creating Relationships Between Data Tables in Microsoft Power BI

Master data analysis in Power BI by creating table relationships from Yeeflow data, for insightful and advanced reporting capabilities.

Updated over a week ago

In Microsoft Power BI, establishing relationships between data tables is crucial for combining and analyzing data from multiple sources. Relationships enable you to connect tables based on common columns, allowing you to create insightful reports and perform advanced data analysis.

This article will guide you through the process of creating relationships between data tables. We will follow the previous article: Connecting Yeeflow with Microsoft Power BI. And use three tables: tb_Accounts, tb_Opportunities, and tb_Users we've generated with Yeeflow data lists. We will also explore how to leverage these relationships to create meaningful reports in Power BI.

Step 1: Create Relationships:

Open Power BI Desktop and load the three tables (tb_Accounts, tb_Opportunities, and tb_Users) into your workspace.

Click on the "Modeling" tab in the ribbon at the top of the screen. In the "Manage Relationships" section, click on the "Manage Relationships" button.

In the "Manage Relationships" dialog box, click on the "New" button.

Select the tb_Accounts table as the "Table" on the left side of the dialog box and choose the Id column.

Select the tb_Opportunities table as the "Table" on the right side and choose the Account column.

Set the "Cardinality" to "One to Many" to indicate that one account can have multiple opportunities.

Click on the "OK" button to create the relationship.

Repeat steps 5-9 to create another relationship between the tb_Accounts and tb_Users tables. Choose the Account Owner column from the tb_Accounts table and the AccountID column from the tb_Users table. Set the "Cardinality" to "Many to One" since multiple users can be associated with a single account.

Click"Close" button to close the Manage relationships window.

Step 2: Visualize the Data:

With the relationships established, you can now create reports using the combined data from the three tables.

Create a new page to design the report as needed. Utilize various visualizations (such as charts, tables, or maps) to present your data in a meaningful way.

For example, create a table to analyse the amount of opportunities based on sales. (the show the sales team's user name rather than the user ID), or analyse the amount of opportunities based on the account's industry.

Explore the interactivity and drill-down capabilities of Power BI to gain insights from the related data across the tables.

By creating relationships between data tables in Microsoft Power BI, you can unlock the full potential of your data analysis.

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