Create report from from two tables

[Ice1341]

I want to create a report that will show gross sales (budget) vs. actual sales. For some reason, the report generated repeats actual sales data every month. Here's my dummy sample report. I'm also new to Power BI. 

[Anonymous · Accepted solution]

@Ice1341 Seems like there is no relationshipt built between the two tables.

And looking at the samlple data, Cust Code from Sales Budget should be joined with JF Code in Sales Invoice data which should resolve the issue.

[Anonymous · Accepted solution]

Create a calendar Table and join dates from both table 

[Ice1341]

I found a workaround that filtered dates into my report correctly. Thanks everyone for your help! 

[Anonymous · Accepted solution]

Yes, build relationships of both the tables from Calendar table and in your chart you can just used the date fied from Calendar table.

[Ice1341]

I can only create a relationship with sales budget dates, I get the error: the sales order table can't create a direct active relationship...I have to deactivate the relationship between the sales budget and the date table. 

[Anonymous · Accepted solution]

@Ice1341 Seems like there is no relationshipt built between the two tables.

And looking at the samlple data, Cust Code from Sales Budget should be joined with JF Code in Sales Invoice data which should resolve the issue.

[Ice1341]

Yes, I created a relationship based on the customer code, but I want to view data by month. If I use the date in the sales budget table - gross sales appear correctly by month, but sales orders repeats every month. How can I combine dates from each table to use in the report? See screenshot, Gross Sales Correct, but actual sales repeat every month when it should just appear for Jan Sales.

[Anonymous · Accepted solution]

Create a calendar Table and join dates from both table 

[Ice1341]

I can only create a relationship with sales budget dates, the sales order table is saying I can't create a direct active relationship...I have to deactivate the relationship between the sales budget and the date table.