New user here, and I would like to request advice on how to organize my data. I have two tables (from excel): First table is investment level by date across certain bank accounts:
Second table are the categories I want to be able to select and visualize across:
I'm really struggling with how to organize the data into the categories in Table 2.
My first attempt was to just use Table 1, and I used measures to create different categories - so for example a "Liquid" measure which summed the first two columns. And also an "Equity" measure which summed all of the Equity columns. But it didn't seem to work well - when I clicked on Equity on one viz tabel it did not flow through to the other cuts of data I did.
With all the flexibility of PBI, I'm not sure how best to organize: should I use grouping, measures, new calculated columns, data relationships across these two tables, or something else?