awesome-copilot/skills/powerbi-modeling/references/RELATIONSHIPS.md

Relationships in Power BI

Relationship Properties

Cardinality

Type	Use Case	Notes
One-to-Many (*:1)	Dimension to Fact	Most common, preferred
Many-to-One (1:*)	Fact to Dimension	Same as above, direction reversed
One-to-One (1:1)	Dimension extensions	Use sparingly
Many-to-Many (:)	Bridge tables, complex scenarios	Requires careful design

Cross-Filter Direction

Setting	Behavior	When to Use
Single	Filters flow from "one" to "many"	Default, best performance
Both	Filters flow in both directions	Only when necessary

Best Practices

1. Prefer One-to-Many Relationships

Customer (1) --> (*) Sales
Product  (1) --> (*) Sales
Date     (1) --> (*) Sales

2. Use Single-Direction Cross-Filtering

Bidirectional filtering:

• Impacts performance negatively
• Can create ambiguous filter paths
• May produce unexpected results

Only use bidirectional when:

• Dimension-to-dimension analysis through fact table
• Specific RLS requirements

Better alternative: Use CROSSFILTER in DAX measures:

Countries Sold = 
CALCULATE(
    DISTINCTCOUNT(Customer[Country]),
    CROSSFILTER(Customer[CustomerKey], Sales[CustomerKey], BOTH)
)

3. One Active Path Between Tables

• Only one active relationship between any two tables
• Use USERELATIONSHIP for role-playing dimensions:

Sales by Ship Date = 
CALCULATE(
    [Total Sales],
    USERELATIONSHIP(Sales[ShipDate], Date[Date])
)

4. Avoid Ambiguous Paths

Circular references cause errors. Solutions:

• Deactivate one relationship
• Restructure model
• Use USERELATIONSHIP in measures

Relationship Patterns

Standard Star Schema

     [Date]
       |
[Product]--[Sales]--[Customer]
       |
   [Store]

Role-Playing Dimension

[Date] --(active)-- [Sales.OrderDate]
   |
   +--(inactive)-- [Sales.ShipDate]

Bridge Table (Many-to-Many)

[Customer]--(*)--[CustomerAccount]--(*)--[Account]

Factless Fact Table

[Product]--[ProductPromotion]--[Promotion]

Used to capture relationships without measures.

Creating Relationships via MCP

List Current Relationships

relationship_operations(operation: "List")

Create New Relationship

relationship_operations(
  operation: "Create",
  definitions: [{
    fromTable: "Sales",
    fromColumn: "ProductKey",
    toTable: "Product", 
    toColumn: "ProductKey",
    crossFilteringBehavior: "OneDirection",
    isActive: true
  }]
)

Deactivate Relationship

relationship_operations(
  operation: "Deactivate",
  references: [{ name: "relationship-guid-here" }]
)

Troubleshooting

"Ambiguous Path" Error

Multiple active paths exist between tables.

• Check for: Multiple fact tables sharing dimensions
• Solution: Deactivate redundant relationships

Bidirectional Not Allowed

Circular reference would be created.

• Solution: Restructure or use DAX CROSSFILTER

Relationship Not Detected

Columns may have different data types.

• Ensure both columns have identical types
• Check for trailing spaces in text keys

Validation Checklist

• All relationships are one-to-many where possible
• Cross-filter is single direction by default
• Only one active path between any two tables
• Role-playing dimensions use inactive relationships
• No circular reference paths
• Key columns have matching data types