Showing results for 
Search instead for 
Did you mean: 
Frequent Visitor

Import from Excel - data not connecting


I have imported a budget template from excel that are not connecting to my other finance data.


In modelling BusinessUnit_No and Account_Grouping_3 are in relationship.


In the matrix the total budget for 2017 is not split pr month or pr BU. Any advise on what I am doing wrong?



Import from excel.JPG


Re: Import from Excel - data not connecting

Hi @joleift,


Not sure how you created this matrix. Actually, if we add Year, Month_No and Account_Grouping_3 into Rows section of Matrix visual, add BusinessUnit_No into Columns section, and add budget column into Values section, the budget values will be summed up by default per month and per BusinessUnit_No.


For further analysis, please provide more detailed information about how to reproduce your scenario.


Best regards,
Yuliana Gu 

Community Support Team _ Yuliana Gu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Helpful resources

‘Better Together’ T-Shirt Contest – Winner Announced!

‘Better Together’ T-Shirt Contest – Winner Announced!

And the winner is...

Announcing the New Spanish Forum

Announcing the New Spanish Forum

Do you need help in Spanish? Check out our new Spanish community section.

April 2020 Community Highlights

April 2020 Community Highlights

Info on our Super Users, MBAS content and badges, and updates to our support articles. - Read the full Community Highlights.

MBAS Gallery 2020

MBAS Gallery 2020

Watch Microsoft Business Applications Summit sessions on-demand.

Top Solution Authors
Top Kudoed Authors