2 data sets on same timeline

[Anonymous]

Hi,

I would like to compare the total actual cost per month with the payout amounts in a column chart. I managed to calculate the totalmtd but I´m not sure what to use on the time axis when one table is using specific dates and the other one is in months.

I´m new to power BI and appreciate any help 🙂

Thanks 

[v-lionel-msft · Accepted solution]

Hi @Anonymous ,

Please refer to my .pbix file.

Best regards,
Lionel Chen

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[amitchandak]

@Anonymous , refer to this video for the first few mins.

https://www.youtube.com/watch?v=yPQ9UV37LOU

[Greg_Deckler]

@Anonymous - Create a column in your first table:

Month = MONTH([Date])

Then you can relate your tables and then it shouldn't matter which you use in your visual.

[TomMartens]

Hey @Anonymous ,

first you should create a dedicated calendar table and relate this table to the date column in your costs table.

The 2nd step should be to create a date column in your payouts table, eg. the last day of the month.

Then you can once again relate the calendar table to your Payouts table.

Maybe this article can also provide additional insights:

https://www.daxpatterns.com/handling-different-granularities/

And this is a more general article, about the handling of dates inside Power BI:

https://www.daxpatterns.com/time-patterns/

Hopefully, this provides some new insights on how to tackle your challenge.

Regards,

Tom