cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
JuanBolas
Helper II
Helper II

Tables with data from dates not matching up

Hello,

 

I'm trying to do an actual vs budget income statement.   However, despite my attempt at creating the relationships between the dates in the budget and actual dates (field MonthYear) with a date table, when slicing for a specific month, I'm getting the right data for the actual but not the budget.  I also tried slicing by MonthYear in budget, nothing happens with the actual data.

 

Here's a link to my pbix: https://drive.google.com/file/d/1m4eQXsuwwpXhMJ2YgUB6gpERkngzINbJ/view?usp=sharing

 

Can someone kindly help me?

 

Thanks in advance

1 ACCEPTED SOLUTION
DataInsights
Super User
Super User

@JuanBolas,

 

Your date slicer needs to use DateTable, not Actual. This will allow the filter from DateTable to flow through to the Actual and Budget tables.





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!




View solution in original post

2 REPLIES 2
JuanBolas
Helper II
Helper II

Thank you!

DataInsights
Super User
Super User

@JuanBolas,

 

Your date slicer needs to use DateTable, not Actual. This will allow the filter from DateTable to flow through to the Actual and Budget tables.





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!




Helpful resources

Announcements
Carousel_PBI_Wave1

2023 Release Wave 1 Plans

Power BI release plans for 2023 release wave 1 describes all new features releasing from April 2023 through September 2023.

Power BI Summit Carousel 2

Global Power BI Training

Make sure you register today for the Power BI Summit 2023. Don't miss all of the great sessions and speakers!

Thank you 2022 Review

2022 Monthly Feature Releases

We had a great 2022 with a ton of feature releases to help you drive a data culture.