Related not working with summarized table

DAX DAX Calculations
1

I created a summarized table:

Summarize_SO_Date =

SUMMARIZE(FILTER('Transaction Lines', 'Transaction Lines'[Type] = "Sales Order"),

   'Transaction Lines'[Customer/Project Internal ID], "MinDate", MIN('Transaction Lines'[Date]))

I created a relationship to my “Customer” table, one to many, linking the Customer:Internal ID to the Summarize_SO_Date:Customer/Project Internal ID. Now, I want to the create a New Column in the Customer table: SO_Date = Related(Summarize_SO_Date[MinDate]) but I don’t get the option to pick any columns from the Summarize table. What am I doing wrong?

2

Hello @Usates,

Thank You for posting your query onto the Forum.

Well, the column that you’re trying to create is in a dimension table i.e., “one side” of the relationship. “RELATED()” function works towards the “many side” of the relationship. That is, it’s used to retrieve value from the dimension table to the fact table and not vice versa.

The reason why it’s not working in your case is because Customer table is the dimension table and Summarize table is the fact table and you’re trying to create a column using the “RELATED()” function inside a dimension table. Below is the link of the documentation as well as link of a video provided for the reference.

If you want to create a calculated column inside the Customer table then you can try using the “LOOKUPVALUE()” function.

Hoping you find this useful and helps you with the understanding why “RELATED()” function is not working in your scenario.

Thanks and Warm Regards,
Harsh

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