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Hi All,
I have problem creating relationship between budget and sales table
1. I have budget in Excel workbook, Consists of Monthly and weekly budget
2. Need to compare monthly and weekly budget with Total Sales, Gross Profit and Gross Margin.
3.Compare State wise, Sales category wise , Month and Week wise.
What I did , created another workbook for distinct Month number, Month name and year and created a realationship between budget and sales table, it only works with month number but I cant compare it state wise and category wise. Can any one please help me out.
Hi @Anonymous
I would break the relationship between budget and sheet1, and instead create a relationship between budget and your date table.
I would also switch the bi-directional filters to be single directional.
Thanks for your reply,
When I am trying to create a relationship between Budget(Month Number) and Date Table(Month Number). I am getting following error. So I have created extra sheet with only unique values to solve this problem.
Hi @Anonymous
Maybe connect your budget table to the Date column (not the month column) in your date table
Is your [Calendar Month] column a date field? I understand your budgets are set monthly, but if you have a date value that is the 1st of every month, you will still be able to create useful reports
HI @Anonymous
Can you add a date column to that table?
How big is your data file? If you share it to me privately I can tidy it up if you like
Hi @Phil_Seamark,
You want to me add Date coloumn to Budget Table???. Date table already have Date coloumn. How can I Share file with you?
Thanks.
HI @Anonymous
Upload your PBIX file to a OneDrive, or Dropbox and send me a direct message with a link to it.
Hi @Phil_Seamark,
I have added one more column to my budget table(Month start date ) and tried connecting to Date Table - Sales Table.
But still, I am not able to filter budget by Warehouse and category.
Thanks
Mazhar
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