How To Create And Manage Relationship Between Tables In Power BI?

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Welcome To Loginworks Softwares
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How To Create And Manage Relationship Between
Tables In Power BI?

• Hey guys, Im back with a new concept of Power BI
  and I hope you will like it. Firstly, I would
  like to thank all of you guys for encouraging me
  to write these kinds of blogs. I have already
  discussed Power BI in my previous blogs. There, I
  have discussed with you that How to work with DAX
  functions and How to use DATATABLE function of
  DAX for creating static table in Power Bi. I know
  everyone has questions that why Im focusing on
  Power BI topics and the answer is Power BI is a
  very good and famous tool for creating reports
  and Dashboards in predicting future analysis
  also. The main reason for writing blogs on Power
  BI is that its easy and quick to generate report
  and dashboard based on row data and publish it to
  the web service so that other users can also view
  it globally.
• Now, todays topic is very helpful while creating
  Power BI reports Create and Manage Relationships
  between tables in Power BI. There are some
  questions that what is the relationship in Power
  BI and why we need it. So, below are the answers
  to these questions. Lets start.

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What is the relationship in Power BI? Lets take
an example of real life. In real life,
relationship is a bonding between two or many
persons that share their resources. Without
having relationship, they dont share their
resources. Similarly, in Power BI Consulting
relationships means the connection between two or
many tables that share their columns with each
other and based on these relationships we can
extract the data from other tables as
required. Why we need relationship in Power
BI? Sometimes we need to fetch data from one
table based on another table in that case if we
dont have the relationship between these tables
then we cant fetch the data and if we have
already created the relation between them then we
can easily fetch the required data. And also,
based on the relationship we can set the filters
on the data. So, it is best to make a relation
between the desired table. A relationship between
tables helps us to generate best insights based
on the data. Sometimes Power BI itself detects
the relationship between tables or generate the
possible relationship. One of the best features
of Power BI is an Auto-detect relationship. This
feature makes work easy for us.
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Auto-Detect During Data loading In power BI
while loading data from different sources it
automatically detects or creates relationship
between two or more tables. During this phase, it
also sets Cardinality, Cross filter direction,
and Active properties. Power BI checks the column
names of every table to find out any potential
relationship existence that makes difference if
these kinds of relation exist then it
automatically creates those relations and if not
then it does not create any kind of relation
between any tables. Below are the screenshots of
automatically or manually creation of
relationships in power BI.
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Create a relationship by using Auto-detect feature

• First, load the data from your desired source.
  After loading the data you can see the option
  Manage Relationships in toolbar area in Power BI
  Experts. Below is the first screenshot of this
  option.
• Once you click the manage relationship button you
  can see that the pop-up window has been opened.
  In that window, you can see the relationships
  that exist in the tables, if not then you have to
  click on the auto detect option below in the
  pop-up window. Below is the second screenshot.

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You can see in the above
screenshot, there is an auto detect option. Just
click on that button, after clicking the button
you can see the screen where you can find if
there is extra relation exist.
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Create relationship manually

• In this approach, you have to again click on the
  manage relationship button after clicking on that
  button you can see the pop-up window with new,
  auto-detect, edit and delete option at the bottom
  of the window. Below is the screenshot of the
  same.

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As you can see the highlighted area
is the option. In these options, you need to
select the new option to create a new relation.
Below is the screenshot of the next window after
clicking on the new option button.
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After selecting the tables you can see the
preview as shown below.
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In the above screens, you can
see both tables and there is highlighted column
on both the tables named id. These are the
columns between which we want to create a
relationship. The relationship only exists when
there are unique values in either of the tables.
If not then we cant create a relationship
between these two tables. By default, Power BI
set the cardinality, cross-filter direction
properties. But if you want to change these
values you can do it later also.
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Edit or Manage existing relationship This is the
option where you can edit the existing
relationship. There are three additional
properties you can play with these. Below are
these additional properties. Cardinality Many-to
-one ( 1) It implies that many columns in one
table are connected to a column in other table
and vice-versa. One-to-one (11) It implies
that a single column of one table is connected
with the single column of another
table. Conclusion In this article, I have
shared the deep knowledge on how to create and
manage relationships between two table. I hope
you guys have understood all the concepts of the
same. If you have any query related to this topic
or any other please feel free to contact us. Keep
learning.
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