Power BI Can you use an inactive join for a slicer (USERELATIONSHIP)

Imagine the scenario. You are dealing with two dates. date A and B. You create an active and an inactive relationship to your date table.

You can create Dax with USERELATIONSHIP for any measures that use the inactive join. Great for the bar charts, line charts etc.

But what if you have a slicer for Year on the report? At the moment that slicer is connected to Date A because you simple drag year from the date table.

This report needs to be sliced against Date B. Is there a way to do this?

Lets look at one of our measures that uses USERELATIONSHIP

YTD Measure =

CALCULATE(TOTALYTD([Number of Records],’Date'[Date]), USERELATIONSHIP(Metrics[DateKeyB],’Date'[DateKey]))

The USERELATIONSHIP can only be used with CALCULATE,CALCULATETABLE, CLOSINGBALANCEMONTH, CLOSINGBALANCEQUARTER, CLOSINGBALANCEYEAR, OPENINGBALANCEMONTH, OPENINGBALANCEQUARTER, OPENINGBALANCEYEAR, TOTALMTD, TOTALQTD and TOTALYTD 

From this it is clear you can only use it in a measure with a metric.

And you cannot use a Measure in a slicer. Slicers have to be created from a column.

Which means that our inactive dates can’t be used in a slicer. And this is problematic because if you have a page of time based visuals all using the USERELATIONSHIP then its a fair shout that you are going to have a slicer too for example ‘Year’

So can we come up with a workaround?

Workaround 1. Adding date information to the fact table

Out model rules are

  • DateKeys in the Fact table. I also hold the dates hidden just in case
  • The dateKey Joins to the date Dimension which contains Year, Day, Month etc

So what I am going to do in this case is add my relationship B details into the fact table just for the time being.

s.[DateB] AS [Date B],
--Workaround 1
DATEPART(Year,s.[DateB]) AS [Year B],
DATENAME(Month,s.[DateB]) AS [Month B],
DATEPart(Month,s.[DateB]) AS [Month No B],
[staging].[fnQuarter](s.[DateB]) AS [Quarter B],

I have created a Quarter function with the specific quarter logic which is use for every Quarter period.

This is then refreshed into the Power BI Dataflow

And then refreshed into my data set.

All ready to work with. What I decided to do in Power BI was create a table containing those values.

Support End Date (For Slicers) = 
SUMMARIZE ( 'GrowthHubMetrics', 
GrowthHubMetrics[SupportDateKey],
'GrowthHubMetrics'[Support End Quarter], 
'GrowthHubMetrics'[Support End Month], 
'GrowthHubMetrics'[Support End Month No], 
'GrowthHubMetrics'[Support End Year], 
'GrowthHubMetrics'[Support End Date])

The dates in the fact table were then hidden leaving the above Slicer table.

And then I remembered that Date time Measures don’t work without a continuous date table and DateB isn’t continuous.

But then I remembered that I had already put in a lot of work creating all the date time measures on the inactive join to the date table using USERELATIONSHIP so actually all the date time measure are fine.

Would I go back and create a date table for dateA and a date table for DateB so I can have slicers and drill down to the date. Its very possible but that renders the use of USERELATIONSHIP Pretty null and void, unless you still want to slice these visuals against DateA.

Connect the DAX table to the model.

the date Table for Slicers is connected up to Dimdate in the model and we are ready to go

So all the measures are still connected to the date table through the inactive join

But the slicer can be set up over the new DAX table

I’m hoping to get a better way of doing this as we go because it seems that you should be able to do this without having to create another table.

Update

In the end, this became so complex and issue heavy (Drill throughs not working properly etc) I gave up. Created a reference of the date table for Date B. Connected this up. removed the DAX table and changed all my measures to get rid of USERRELATIONSHIP.

So Pages 1 to2 use DateA and Pages 3 and 4 use DATEB.

As a conclusion, if you are wanting to use Drill through and Drill down I think I would recommend role playing dimensions. the complexity of the USERELATIONSHIP with just seems incredibly complex at the moment.

Its a shame because I love the idea of switching to a none active join but in practice its proved unworkable.

If you have any tips on this please let me know

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