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Many to many date relationship

  1. #1
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    Unhappy Many to many date relationship

    I have two tables tbl_Transaction and tbl_SalesCall. Tbl_Transaction contains information on all transactions (Date, charges...). Tbl_SalesCall contains information on all sales calls (Date...). I want to make calculations such as the total charges in tbl_Transaction based on a date in tbl_SalesCall. The date field is not unique in either table. I have a third table tbl_Dates which contains all my contiguous dates.

    I have started by creating a relationship between tbl_SalesCall/tbl_Dates and tbl_Transaction/tbl_Dates (I would like to note that PowerPivot puts tbl_Dates in the lookup table column. I have looked over other forums to try and understand what I am doing. and in those forums the many table is always in the lookup table. I am not sure if this is why I am having issues, but I don't know how to address that). Once the relationships are created I test things out by starting with the following calcualted column equation in tbl_SalesCall:

    =SUMX(RELATEDTABLE(tbl_Dates),RELATED(tbl_Transaction[Charges]))

    I get an error that tells me tbl_Transaction[Charges] doesn't exist or doesn't have a relationship in the current context.

    I am a novice to PowerPivot and can't figure out what I am doing wrong. Any guidance would be greatly appreciated.

    Thank you,
    Chase

  2. #2
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    Re: Many to many date relationship

    I put this in the wrong forum. I meant PowerPivot not PowerPoint.

  3. #3
    Forum Guru Pepe Le Mokko's Avatar
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    Re: Many to many date relationship

    Perhaps contact a mod to move the post - You'll get answers easier

    EDIT : I see you created a new thread. Ask a mod to close this one then
    Be very, very careful using IFERROR ! It hides ALL errors which is not always what you want to get correct results

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