Microsoft Convergence is back

 It has been over 10 years since Microsoft hosted their Convergence conference for Microsoft business applications.  It is happening in Miami, FL on December 10th & 11th.  I am lucky to be attending and also presenting a session.  My session will be Using Power Platform to automate the accounting department in Dynamics 365 Finance.  Hopefully you will be attending and have an opportunity to join my session. I am posting my slides here, so if you attend and want the slides, you can get them here.  Using Power Platform slides   Even if you are unable to make the session, feel free to download my slides.

USERELATIONSHIP in DAX


A common problem many users face it the fact that there are multiple date fields in their tables, and when they want to use a date dimension, Power BI only allows for on active relationship between the two tables.

For example, I have a dimension table from my leasing software that included information on each lease including the commencement date of the lease and the expiration date of the lease.  In Power BI when I use a separate date dimension (which I always recommend for many different reasons), I can only link the dimension table to date table with one active relationship.   See screen shot below.




Since most of my visualizations will be based on the Commencement Date, I will make that the active relationship.  However, I would like to create a visualization showing my leases by expiration date.  In order to do this, I have a couple options.

1.       I could create a second date dimension table in my model.  This is fairly simple.  I would just copy the first dimension and give it a new name (Expiration Date).  I would relate the Lease Details table to the Expiration Date table using the expiration date.  The drawback to this is if you are using date slicers on the report, you would need two different date slicers since they are different tables.  This can also quickly get out of control if there are numerous dates.

2.       I could use the DAX function USERELATIONSHIP.

Userelationship([columnName1],[columnName2])

The function returns no value; the function only enables the indicated relationship for the duration of the calculation.

By using this function I can create a new measure to count my leases based on their expiration date.

Expiring Leases = CALCULATE(DISTINCTCOUNT('Lease Details'[Lease]),USERELATIONSHIP('Lease Details'[ExpirationDate],'Date'[Date]))

Once this measure is in place, I can create my two different visualization using the same date dimension.







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