You are modeling a sales dataset in Power BI. The Sales fact table contains three date columns: OrderDate, ShipDate, and ReturnDate. Report creators must be able to build slicers and visuals for each of these dates without writing any DAX or switching relationships manually. To implement a role-playing date dimension while keeping refresh time and storage use low, what should you do?
Keep a single Date table and create a calculation group to let authors switch the date context between Order, Ship, and Return roles.
Add three reference copies of the Date table in Power Query, name them Order Date, Ship Date, and Return Date, and link each copy with an active relationship to its corresponding date column in Sales.
Create one Date table and manually change which relationship is active before authors build each report.
Create one Date table and set up three relationships to the Sales table, leaving two inactive; instruct authors to use the USERELATIONSHIP function in their measures.
Power BI allows only one active relationship between any two tables. If you link one Date dimension to three date columns, two of the relationships must remain inactive, and report authors would have to use USERELATIONSHIP or manually toggle relationships to analyze the other dates. The recommended approach is to create a separate Date table for each role. In Power Query you can create lightweight reference copies-or in DAX, calculated tables-named Order Date, Ship Date, and Return Date. Each copy then has its own active relationship to the corresponding column in the Sales fact table, so authors can use any of the role-specific tables directly in visuals and slicers without writing DAX. The extra tables duplicate the small date dimension, but because date tables have relatively few rows, the added storage and refresh cost is negligible.
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Why can Power BI have only one active relationship between two tables?
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What are reference tables in Power Query, and why are they useful in this role-playing dimension scenario?
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What is the difference between using USERELATIONSHIP and adding reference copies of the Date table?
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