𝗗𝗮𝘆 𝟳: 𝗠𝗮𝗻𝗮𝗴𝗶𝗻𝗴 𝗥𝗲𝗹𝗮𝘁𝗶𝗼𝗻𝘀𝗵𝗶𝗽𝘀 𝗶𝗻 𝗗𝗔𝗫

In Power BI, relationships between tables are crucial for building complex data models. DAX allows you to harness these relationships and perform calculations across multiple tables. Today, we’ll dive into how to manage relationships using DAX functions such as RELATED, RELATEDTABLE, and LOOKUPVALUE.
𝗞𝗲𝘆 𝗗𝗔𝗫 𝗙𝘂𝗻𝗰𝘁𝗶𝗼𝗻𝘀:
1. RELATED()
What it does: Retrieves a value from a related table.
When to use: When you need to pull data from another table with a one-to-many relationship.
Example: Suppose you have a Sales table and a Products table, and you want to bring the Product Category from the Products table into the Sales table.
𝚁̲𝙴̲𝙻̲𝙰̲𝚃̲𝙴̲𝙳̲(̲𝙿̲𝚛̲𝚘̲𝚍̲𝚞̲𝚌̲𝚝̲𝚜̲[̲𝙿̲𝚛̲𝚘̲𝚍̲𝚞̲𝚌̲𝚝̲ ̲𝙲̲𝚊̲𝚝̲𝚎̲𝚐̲𝚘̲𝚛̲𝚢̲]̲)̲
2. RELATEDTABLE()
What it does: Returns all rows from a related table where there is a matching row in the current table.
When to use: When you want to see all related rows for a particular entry.
Example: Let’s say you have a Customers table and want to get all sales transactions for each customer from a related Sales table.
𝚁̲𝙴̲𝙻̲𝙰̲𝚃̲𝙴̲𝙳̲𝚃̲𝙰̲𝙱̲𝙻̲𝙴̲(̲𝚂̲𝚊̲𝚕̲𝚎̲𝚜̲)̲
3. LOOKUPVALUE()
What it does: Returns the value from a column in another table based on a matching condition.
When to use: When you need to retrieve a specific value from another table without a direct relationship.
Example: Looking up the Sales Amount from a Sales table where the Customer ID matches:
𝙻̲𝙾̲𝙾̲𝙺̲𝚄̲𝙿̲𝚅̲𝙰̲𝙻̲𝚄̲𝙴̲(̲𝚂̲𝚊̲𝚕̲𝚎̲𝚜̲[̲𝚂̲𝚊̲𝚕̲𝚎̲𝚜̲ ̲𝙰̲𝚖̲𝚘̲𝚞̲𝚗̲𝚝̲]̲,̲ ̲𝚂̲𝚊̲𝚕̲𝚎̲𝚜̲[̲𝙲̲𝚞̲𝚜̲𝚝̲𝚘̲𝚖̲𝚎̲𝚛̲ ̲𝙸̲𝙳̲]̲,̲ ̲𝙲̲𝚞̲𝚜̲𝚝̲𝚘̲𝚖̲𝚎̲𝚛̲𝚜̲[̲𝙲̲𝚞̲𝚜̲𝚝̲𝚘̲𝚖̲𝚎̲𝚛̲ ̲𝙸̲𝙳̲]̲)̲
Practical Example:
Imagine you’re working with three tables: Orders, Customers, and Products. The Orders table contains customer and product IDs but not the actual customer names or product categories. Here’s how you can bring that information into the Orders table using DAX:
1. Adding Customer Names to Orders:
𝚁̲𝙴̲𝙻̲𝙰̲𝚃̲𝙴̲𝙳̲(̲𝙲̲𝚞̲𝚜̲𝚝̲𝚘̲𝚖̲𝚎̲𝚛̲𝚜̲[̲𝙲̲𝚞̲𝚜̲𝚝̲𝚘̲𝚖̲𝚎̲𝚛̲ ̲𝙽̲𝚊̲𝚖̲𝚎̲]̲)̲
2. Adding Product Categories to Orders:
𝚁̲𝙴̲𝙻̲𝙰̲𝚃̲𝙴̲𝙳̲(̲𝙿̲𝚛̲𝚘̲𝚍̲𝚞̲𝚌̲𝚝̲𝚜̲[̲𝙿̲𝚛̲𝚘̲𝚍̲𝚞̲𝚌̲𝚝̲ ̲𝙲̲𝚊̲𝚝̲𝚎̲𝚐̲𝚘̲𝚛̲𝚢̲]̲)̲
3. Looking Up a Discount Rate for a Product in Orders:
𝙻̲𝙾̲𝙾̲𝙺̲𝚄̲𝙿̲𝚅̲𝙰̲𝙻̲𝚄̲𝙴̲(̲𝙿̲𝚛̲𝚘̲𝚍̲𝚞̲𝚌̲𝚝̲𝚜̲[̲𝙳̲𝚒̲𝚜̲𝚌̲𝚘̲𝚞̲𝚗̲𝚝̲ ̲𝚁̲𝚊̲𝚝̲𝚎̲]̲,̲ ̲𝙿̲𝚛̲𝚘̲𝚍̲𝚞̲𝚌̲𝚝̲𝚜̲[̲𝙿̲𝚛̲𝚘̲𝚍̲𝚞̲𝚌̲𝚝̲ ̲𝙸̲𝙳̲]̲,̲ ̲𝙾̲𝚛̲𝚍̲𝚎̲𝚛̲𝚜̲[̲𝙿̲𝚛̲𝚘̲𝚍̲𝚞̲𝚌̲𝚝̲ ̲𝙸̲𝙳̲]̲)̲
What are your experiences working with relationships in Power BI? Do you have any tips or challenges when using RELATED or LOOKUPVALUE? Share your thoughts in the comments!

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