Punit
2 min readJun 18, 2023

How relationship works in power bi ?

Certainly! Let’s explore how relationships work in Power BI through a story.

Meet Emma and David, two data analysts working at a large retail company. They are tasked with creating a comprehensive sales analysis report using Power BI to gain insights into their company’s performance.

Emma begins by importing the necessary data into Power BI. She connects tables that contain information about sales transactions, products, and customer details. However, each table holds different aspects of the data, and they need to be connected to obtain meaningful insights.

To establish relationships, Emma carefully examines the structure of the data. She notices that the sales transactions table has a field called “Product ID” that corresponds to the “Product ID” field in the products table. Similarly, there is a “Customer ID” field in the sales transactions table that matches the “Customer ID” field in the customer details table.

Recognizing the need to connect these tables, Emma goes into the Relationship view in Power BI. She defines a one-to-many relationship between the sales transactions table and the products table using the “Product ID” field. This relationship allows them to link each sales transaction to the relevant product information.

Next, Emma establishes another one-to-many relationship between the sales transactions table and the customer details table using the “Customer ID” field. This relationship enables them to connect each sales transaction to the corresponding customer information.

With the relationships established, David takes over to create visualizations and reports. He builds a sales dashboard that displays key metrics such as total sales, top-selling products, and customer segments. David leverages the relationships to perform cross-filtering and aggregation.

For instance, when David selects a particular customer segment, the visualizations automatically filter to show sales data specific to that segment. Similarly, he can drill down into the product details and view sales trends for individual products within specific time periods.

The relationships in Power BI allow Emma and David to seamlessly blend data from multiple tables and gain a holistic view of their company’s sales performance. They can analyze sales patterns, identify customer preferences, and make informed decisions to drive business growth.

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Over time, as Emma and David continue to update and refresh their data, Power BI automatically maintains the relationships. This ensures that their reports and visualizations always reflect the most recent and accurate insights.

Through this story, we see how relationships in Power BI enable data analysts to connect and integrate disparate data sources, perform cross-filtering, and aggregate information. By leveraging relationships, Emma and David are able to generate meaningful reports and gain valuable insights that contribute to their company’s success.