Sharing my Power BI template: Role Playing Dimensions

Rebecca Sundquist
Rebecca Sundquist Blackbaud Employee
Eighth Anniversary Kudos 2 Name Dropper Participant
in SKY Developer General Discussions

Role Playing Dims.zip

The examples in this Power BI template solve for:

  1. Use a single slicer field to filter different measures through different field relationships to the slicer's dimension.
  2. Duplicate a dimension to re-use its attributes across various fields on the same fact table.
  3. Bonus: put these two features together to apply a Fiscal Year filter to two dimensions at once: sum the pledge payment amount in the payment fiscal year, but only where the pledge commitment's campaign start date is in the same fiscal year.

Open the .pbix file and use the first page to navigate the workbook.

Required connections:

A .pbix file is attached with demo data, making the DAX exploration available to everyone. Also, users who have the Power BI Connector set-up can refresh this workbook with their RENXT data. Note: If refreshing from your RENXT, this template queries Gifts multiple times, which can take a long time on large data sets.

Suggested skill level: Beginner

References:

  1. Power BI Desktop And Role-Playing Dimensions: Can you do it? - YouTube (Guy in a Cube)
  2. Understand star schema and the importance for Power BI - Power BI | Microsoft Learn (Role-playing dimensions)

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