cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Highlighted
New Member

Grouping data from two tables by Date

I have two tables, Sales and Budget that are related by CustID.

rel.png

When I try to add a visual that shows Sales vs Budget per month, the total Sales shows correctly, but I get the sum of all budgets for the Budget value...

 

chart.png

Is there any way that I can have the Budget show correctly for each month?

1 ACCEPTED SOLUTION

Accepted Solutions
Highlighted
Community Champion
Community Champion

@JamesOncam 

You need to have a Customer table and Date table, which can be linked to Sales and Budget tables in the first place.

________________________

Did I answer your question? Mark this post as a solution, this will help others!.

I accept KUDOS 🙂

YouTube, LinkedIn

View solution in original post

3 REPLIES 3
Highlighted
Community Champion
Community Champion

@JamesOncam 

You need to have a Customer table and Date table, which can be linked to Sales and Budget tables in the first place.

________________________

Did I answer your question? Mark this post as a solution, this will help others!.

I accept KUDOS 🙂

YouTube, LinkedIn

View solution in original post

Highlighted

@Fowmy that worked perfectly, thank you

 

I assume this is what you meant:

rel2.png

Highlighted
Super User IV
Super User IV

@JamesOncam , Create a customer Table

https://www.seerinteractive.com/blog/join-many-many-power-bi/

 

You can also try like

 

Customer = distinct (Union(all(Sales[CustID]),Budget[CustID])))



Did I answer your question? Mark my post as a solution! Appreciate your Kudos!!
Dashboard of My Blogs !! YouTube Channel !! Connect on Linkedin

Proud to be a Super User!

Helpful resources

Announcements
Community Conference

Power Platform Community Conference

Check out the on demand sessions that are available now!

Community Conference

Microsoft Power Platform Communities

Check out the Winners!

secondImage

Power Platform 2020 release wave 2 plan

Features releasing from October 2020 through March 2021

Top Solution Authors
Top Kudoed Authors