Earn a 50% discount on the DP-600 certification exam by completing the Fabric 30 Days to Learn It challenge.
Hi
I have two separate PBI models, one for Sales and one for SalesBudget. Both has financial year September to August.
In my Sales PBI model :
I created the Fiscal Calendar using Calendarauto (8). So, the date range in Fiscal Calendar table referenced by sales data, from 2020-09-01 to 2024-08-31.
In my SalesBudget PBI model :
I also created the Fiscal Calendar using Calendarauto (8). So, the date range in Fiscal Calendar table referenced by budget data, from 2024-09-01 to 2028-08-31.
Now I tried to integrate the SalesBudget data to the Sales PBI model (only SalesBudget data, not fiscal calendar table)
I guess the problem lies on the different date range for the two fact tables.
Thanks for all tips and advice.
Regards Aixia
Hi
Here comes more information about this interesting case:
FactSales:
Invoiced amount has been accrued to the correct financial year (202109-202408)
BudgetSales: Total BudgetSales with different currency has been accrued to the correct financial year (202409-202808).
Problems:
I guess problem came from the different date range for the two fact tables?!
Please see attached files.
Need help:
Is that possible to using DAX or other solutions to achieve the goal?
Thanks for any tips and advices.Regards
Aixia
Hi @Aixia
Try the above modeling.
create Fiscal Calendar with Sales date column.
Make 1 to many relationship from fiscal cal to sales table and fiscal to sales budget table.
Connect both the tables with Date column.
I hope it may resolves your issue!
Hi @Uzi2019
Thanks for your quick reply.
Below is the relationshops between them from my file. I think they have the conditions as you said?! But it didn´t work.
Br/Aixia
Hi @Aixia
Try to change the relationship in cross filter direction to both.
I hope it helps!
Hi @Uzi2019
Thanks for your reply.
When I changed the relationship to both, the value of Sales was gone. ie. no values from Sales and SalesBudget.
Regards
Aixia
User | Count |
---|---|
100 | |
89 | |
82 | |
76 | |
71 |
User | Count |
---|---|
113 | |
104 | |
100 | |
73 | |
65 |