Posts: 68
Registered: ‎07-11-2018

Failure to Achieve Unique Values to do Date -- Workaround??

[ Edited ]

I have two tables that each include expense types. I am trying to retrieve a target value and a budget for each expense type. All my Budgeted Items came in on 11/13. My Actual Items, which come in when a fraction of an expense type contract has been spent, have multiple posting dates. 


My Equation for Target Value is Pay Period % * Sum of Budgeted Amount. Because my Budget Items only have one date, they do not list correctly in my matrix. Is there anyway to get the Budgeted Amount and Target Items for these particular expense types without having proper dates? Below are screen shots demoing why some items are working correclty and why some are not. As you can see, the unique date for the Actual Items (bottom picture), allows for the correct spent amount to show at the correct date, while the other dates are showing the same value continously

Same Date Budget.pngViz for Ad.pngActual Date Expense.png

Community Support Team
Posts: 1,997
Registered: ‎07-10-2018

Re: Failure to Achieve Unique Values to do Date -- Workaround??

Hi @bw70316,


What are the relationships between your tables? Could you please share your pbix to me? Please upload your file to One Drive and share the link here.




Community Support Team _ Frank
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