Hi all,
Posting this again but in a slightly different way, this time with an example fite / folder with everything in it.
I'm new to PowerBi and strugling with the relationships in for this report. The few other reports I've made have worked like a dream and no problems other than my silly mistakes but with this one no matter how I wrestle with the relationships I can't get the data I need.
Summary;
Monthly Nominal Code Reports - these are monthly reports that record a customers spend by "Norminal Code"
A nominal code is a unique code for a specific product.
That product has a product Type / Catagory
I have a table called "Nominal Code Directory which applies the correct catagory to each nominal code (you will see there is more than one nominal code within each product type / catagory. Therefore I create a Prduct Type Single View table to simply give single rows for each Product Type (in the hope a bridging table would work)
Contacted to this is then
a customer table - fairly simple.
Where it gets complicated I think is the next part which is understanding whether a customer is in or out of contract for their Product Type. Here I have a Contracts table, this has endates and and what Product Type that contract relates to.
What will not work is getting all items on one table / visual.
I need visuals to show, by customer
The product they buy
Spend on a product
Contract End of a product
And then ideally have the totals work (some times the total of the table is EVERYTHING not just whats being shown..)
Depending on how I set the relationships I ether get every product having the same price, or every contract end date is the same for all customer with that product
And where I want to show total value out of contract vs in contract they come out identical!!
https://classnetworks-my.sharepoint.com/:u:/p/james_honeywill/Ea_BjVQaPXxAsrGWZh926WUBw8lDtVPtf8M1A9...
Help would be fantasic!
