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How can I connect tables on Power BI online

Abdulla Moustafa 0 Reputation points
2023-12-01T10:42:04.2033333+00:00

Hello,

Is there a way to connect tables in a model I created on power BI online?

The tables are on an excel workbook on sharepoint, and the model has been done on on power bi online.

Any idea how to make the connection between tables?

Thank you!

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  1. Khaled Elsayed Mohamed 1,290 Reputation points
    2024-07-07T07:58:06.7666667+00:00

    Hi AM

      You can connect tables in a model created on Power BI Online (also known as Power BI Service). However, the process is a bit different from connecting tables in Power BI Desktop. Here's how you can approach this: Data Model View: Power BI Service now has a Data Model view, similar to Power BI Desktop. You can use this to create relationships between tables.

    • Go to your report in Power BI Service.
    • Click on "Model view" in the left navigation pane.
    • In the model view, you can drag and drop to create relationships between tables. **Using Power BI Desktop: If you don't see the option to edit relationships in Power BI Service, you might need to use Power BI Desktop: **
    • Download the .pbix file from Power BI Service.
    • Open it in Power BI Desktop.
    • Go to the "Model" view.
    • Create the necessary relationships between tables.
    • Save and republish the report to Power BI Service. Automatic Relationship Detection: Power BI often detects and creates relationships automatically based on common column names. Check if these relationships have been created automatically. **Power Query Online: You can use Power Query Online to merge or append tables before they enter the data model: **
    • In Power BI Service, go to "Datasets + dataflows".
    • Find your dataset and click "Settings".
    • Click on "Edit tables" to open Power Query Online.
    • Use merge or append queries to combine data from different tables. **Dataflows: If you're working with multiple Excel files or large datasets, consider using dataflows: **
    • Create a dataflow that includes all your Excel tables.
    • Shape and combine the data in the dataflow.
    • Use the dataflow as the source for your Power BI report.
    • Remember, for any of these methods to work, you need edit permissions on the dataset in Power BI Service.

    Or:

    You can connect tables in a model created on Power BI Online (also known as Power BI Service). Here’s how you can do it: Method 1: Using the Data Model View in Power BI Service Access the Report:

    • Open your report in Power BI Service.
    • Navigate to the Model View:
    • In the left navigation pane, click on the "Model view" icon. If you don't see it, ensure your dataset is a live connection or imported dataset that supports this feature. Create Relationships:
    • In the Model view, you can drag fields between tables to create relationships.
    • Drag a field from one table and drop it onto the matching field in another table.
    • Configure the relationship settings (e.g., one-to-many, both directions, etc.) as needed. Method 2: Using Power BI Desktop Download the .pbix File:
    • In Power BI Service, navigate to your report and click on the ellipsis (...) next to the dataset or report.
    • Select "Download the .pbix file" to download the report to your local machine.
    • Open the .pbix File in Power BI Desktop:
    • Open the downloaded .pbix file in Power BI Desktop. Create Relationships:
    • Go to the "Model" view by clicking on the "Model" icon in the left pane.
    • Create relationships by dragging fields between tables.
    • Save your changes. Publish Back to Power BI Service:
    • After saving the changes, publish the report back to Power BI Service by clicking "Publish" in the Home ribbon. ****Method 3: Using Power Query Online Edit Dataset Settings:
    • In Power BI Service, go to "Datasets + dataflows".
    • Find your dataset and click on "Settings". Edit Tables with Power Query Online:
    • Click on "Edit tables" to open Power Query Online.
    • Use the merge or append queries to combine data from different tables before loading them into the data model. Method 4: Using Dataflows Create a Dataflow:
    • In Power BI Service, go to "Dataflows" and create a new dataflow. Combine Data in Dataflow:
    • Use the Power Query editor in the dataflow to shape, merge, or append data from multiple sources. Use Dataflow as Data Source:
    • In your Power BI report, use the dataflow as the source for your data model. p.S Automatic Relationship Detection: Power BI often detects and creates relationships automatically based on common column names. Check the Model view to see if relationships have been automatically created. Permissions: Ensure you have edit permissions on the dataset in Power BI Service to make these changes.
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