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I have a Sales Order Lines table and a Forecast table. There is a Part Category column in the Sales Order Lines table that I need in the Forecast table so I can show a forecast by Part Category. There is a many-to-many relationship with the part numbers because the same part number may be on many sales order lines, and the part number is also forecast for several different months. I have tried various versions of LookupValue, NATURALLEFTOUTERJOIN and FILTER and I just can't seem to get there. Can anyone help? Here is a basic layout of my tables:
I have also tried to calculate the sum of the forecasted amount (no shown) in a measure, with no success. This is my measure for that:
Hi @monktrain
What is your measure [ForecastedAmount]?
Which tables does the measure use?
Best Regards
Maggie
Sorry, the [ForecastedAmount] is actually in the Forecast table. I forgot to put that in there.
Thank you.
Hi @monktrain
Add [amount] from "forecast table" to the table visual, it would sum the [amount] based on the column [Category].
What's wrong?
What is the expected result do you like?
Best Regards
Maggie
Hi @monktrain
You can use a budget pattern for your scenario, as per below.
https://www.daxpatterns.com/budget-patterns/
Also, it's considered as a best practice to avoid many to many, so you can create Product Table and join both tables on 1:*
Thank you. I will check this out.
I would love to avoid the many-to-many relationship. Unfotunately, this information is coming from an ERP system where I cannot change the data entities.
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