The Life Starter
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Course Library · Lesson 3 of 6
Digital · Guided lesson

Relate the two tables

About 36 minutes · 6 reading + 30 practice and checks
Time includes reading, practice, and questions. Extra videos or further study are optional.
See this course’s project requirements

A locally saved interactive Power BI report with checked measures, site filters, source CSVs and a tested refresh handoff.

Keep your working files in your own notebook or software. Save a private description, checklist, and work link in My Proof.

What to include

  • Two typed source queries and baseline counts.
  • Inspected one-to-many relationship.
  • Three explicit checked measures.
  • Site slicer, cards, verification table and dated chart.
  • Local report, source files and refresh handoff.

Review and revise

Use these criteria to check your work and choose what to improve.

  • Rows and measures reconcile.
  • Site filters affect the intended data.
  • Visual labels and date ordering are clear.
  • Refresh and local handoff are reproducible.
Open the full course project
Want more background?
Before you begin

The idea in everyday life

Build a local interactive report for fictional workshop attendance and capacity.

The idea

A relationship lets a label table filter matching rows in a fact table.

Follow along

Relate the two tables — guided practice

Create and test one-to-many filter propagation.

Use free Power BI Desktop on a supported 64-bit Windows computer; check the linked current system requirements and installation policy. No cloud sign-in, subscription or publishing is needed. Save sessions.csv and sites.csv in one stable practice folder. Sessions are S1 N Jan 15 8/10; S2 S Jan 15 6/10; S3 N Feb 15 7/10; S4 S Feb 15 5/10; S5 N Mar 15 4/10; S6 S Mar 15 9/10 (all dates 2026; values attended/capacity). Sites: N=North, S=South. Follow lessons cumulatively and save report.pbix locally. Menu/pane labels can vary slightly with monthly releases; use the named feature.

  1. 1. Inspect the model

    Open Model view. If an automatic relationship exists, inspect it rather than adding a duplicate.

    You should see: There should be one Sites-to-Sessions link on site_id.

    Automatic suggestions require confirmation.

  2. 2. Set the relationship

    Use Manage relationships/New or edit the existing link: Sites[site_id] 1 to Sessions[site_id] many, active, single direction from Sites to Sessions.

    You should see: Sites is the one side; Sessions is the many side.

    N/S occur once in Sites and repeatedly in Sessions.

  3. 3. Build a verification table

    In Report view add a Table visual with Sites[site_name] and Sum of Sessions[attended].

    You should see: North 19 and South 20; total 39.

    A simple visual tests the relationship before design work.

  4. 4. Diagnose a wrong result

    If each site shows 39, inspect the active relationship and chosen columns; restore the intended link.

    You should see: Each row displays only its matching sessions.

    Repeated grand totals often indicate missing filter propagation.

Now change one thing

A site’s three matching rows have attendance 3,8 and 5. Enter its filtered sum.

Your work

What to finish

An inspected relationship and a two-row verification visual.

Common mistake

Watch for this

Choosing many-to-many to silence an error without understanding duplicate lookup IDs.

How can I tell I understand it?

Complete the changed case, explain your result, and pass the three application checks.

Try 3 questions

Quick knowledge check

Answer all 3 questions. Get at least 2 right and the lesson completes automatically.

Not yet passed

You’ll get an explanation for each answer. Signed in? Your results save to your account.

1Sites has one row per ID; Sessions repeats site IDs. Which cardinality fits?
2Every site displays the same grand total. Which issue is plausible?
3A lookup unexpectedly has duplicate keys. What is the better first response?
0 of 3 answeredApply the lesson to a short question, then review the explanation.
3
Finish this lesson

Pass the check. We’ll save the progress.

Answer all 3 questions above and get at least 2 right. You can review the explanations and try again.

Go to the knowledge check
Optional course overview video · same video as Lesson 1
Kevin StratvertHow to use Microsoft Power BI - Tutorial for BeginnersYouTube
Optional course overview

How to use Microsoft Power BI - Tutorial for Beginners

From Kevin Stratvert. Watch here or open it on YouTube .

Optional course overview. Follow the written steps below at your own pace.
Tools, templates, and lesson sources

Tools and templates

Tools open in a new tab so you can keep your place here.

Sources and further reading

Explore the references behind this lesson.

Microsoft: Get started with Power BI Desktop
Source & access notes · checked 2026-09-12

Opened and inspected on 2026-09-12: Import, preparation and report building.

Access: Free public web page; no paid enrollment required.

Reuse: Public reference; link only. LifeStarter prose, exercises and files are independently authored.

Microsoft: Create and manage relationships
Source & access notes · checked 2026-09-12

Opened and inspected on 2026-09-12: Cardinality, active relationships and filter direction.

Access: Free public web page; no paid enrollment required.

Reuse: Public reference; link only. LifeStarter prose, exercises and files are independently authored.

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