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Grouping data from two tables by Date

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

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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...

 

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

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Community Champion
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@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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3 REPLIES 3
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.

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View solution in original post

@Fowmy that worked perfectly, thank you

 

I assume this is what you meant:

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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])))



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