Grouping data from two tables by Date

[JamesOncam]

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

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...

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

[amitchandak]

@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])))

[Fowmy · Accepted solution]

@JamesOncam 

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

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[JamesOncam]

@Fowmy that worked perfectly, thank you

I assume this is what you meant: