Import from Excel - data not connecting

[joleift]

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?

[v-yulgu-msft]

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