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Tom,
Thank you for the response! I have looked over your revised file and think i understand better now how you went about this. Especially after re-reading Chapter 13 of ““Power Pivot and Power BI” on FILTER(). This really is an elegant solution. I can see how that IF( COUNTROWS ( FILTER))) expression pattern for boolean creation is really useful and simple. The added value of then being able to use that calculated column as a parameter within a future Measure already has my mind dancing with the possibilities.
RE: Differences in Expected Results – I noticed that in your Pivot you had pulled in “Sales Invoice No.” instead of “Sales Order No.”. I had the latter originally hidden from client tools. Once un-hid the column and flipped those around in the pivot I can see not only that your solution is showing my expected results, but also the expected result I missed myself.
Re: Books – Thank for the heads up on some of the info in “M is for Data Monkey” being obsolete. One of my next project builds is based around the data source tables being several iterations of “multiple files from a single folder”. Knowing that has been changed in 2016 will keep me from going down useless paths of research.
Re: Bridge Table – My original source does have the Sales order column set as Text for both fact and bridge tables. I thought I had scrubbed all the data types to be uniform when I built up my example, but obviously missed that one.
Re: How Power Query references a data source – When I built my example file I attempted to place the source data within named tables the workbook and then only build off of connections to those tables. I see where I made my mistake by pointing to my local file system and not using a “From Table” connection.
I am going to play around with this some, but i can already see that it gets me past my current hurdle in this analysis. Thanks again!
Shae
