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I am really having trouble generating a report that was simple to create in Excel. I have the following tables:
Date Table:
DateID | Month | Year | Date(CalculatedColumn) |
1 | 11 | 2020 | 2020-11-1 |
2 | 12 | 2020 | 2020-12-1 |
3 | 1 | 2021 | 2021-1-1 |
4 | 2 | 2021 | 2021-2-1 |
5 | 3 | 2021 | 2021-3-1 |
6 | 4 | 2021 | 2021-4-1 |
7 | 5 | 2021 | 2021-5-1 |
8 | 6 | 2021 | 2021-6-1 |
9 | 7 | 2021 | 2021-7-1 |
10 | 8 | 2021 | 2021-8-1 |
11 | 9 | 2021 | 2021-9-1 |
12 | 10 | 2021 | 2021-10-1 |
13 | 11 | 2021 | 2021-11-1 |
14 | 12 | 2021 | 2021-12-1 |
Savings Table:
SavingsID | DateID | MonthlySavings |
1 | 1 | 100 |
2 | 2 | 100 |
3 | 2 | 50 |
4 | 3 | 100 |
5 | 3 | 100 |
6 | 4 | 50 |
7 | 4 | 50 |
8 | 5 | 75 |
9 | 6 | 75 |
I want to come up with the following report, which is YTD Report and Forecast for 2021 (I created this in Excel):
Please help, as I am new to Power BI and having trouble generating the report above. I can also upload my Excel file if you need.
Solved! Go to Solution.
Hi, @lancea
Please check the below picture and the sample pbix file's link down below.
Hi, My name is Jihwan Kim.
If this post helps, then please consider accept it as the solution to help other members find it faster, and give a big thumbs up.
Linkedin: linkedin.com/in/jihwankim1975/
Twitter: twitter.com/Jihwan_JHKIM
If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.
Hi, @lancea
Please check the below picture and the sample pbix file's link down below.
Hi, My name is Jihwan Kim.
If this post helps, then please consider accept it as the solution to help other members find it faster, and give a big thumbs up.
Linkedin: linkedin.com/in/jihwankim1975/
Twitter: twitter.com/Jihwan_JHKIM
If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.
Thank you so much! It works!
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