Actual vs Budget Donations by Source & Month

[aanderton]

Hi Everyone

I am also relvatively new to Power BI Desktop and DAX.

Please see my screenshot below....

I am trying to create a Report which shows Actual vs Budget for the Source of our Donations (e.g., Local, Foreign, etc.) which I can also slice by month.

I have created a relationship by Month Received for Source Actuals and Source Budget, but I cannot create a relationship between them based on the Source.

Can anyone help?

Regards,

Allan

[v-yulgu-msft]

Hi @aanderton,

What did you mean 'cannot create a relationship between them based on the Source'? Since there is a [SOURCE] column in both budget and actual table and in source index table, why couldn't you create a one to many relationship based on this column like based on [Month Received].

Besides, please provide some simplified sample data in each table and illustrate your desired output so that I can test for you.

Regards,
Yuliana Gu

[aanderton]

Hi Yuliana

Thanks for the reply.

I started simplifying the tables to show to you and I opened them in Power BI and it created the relationships for me, and it worked.

I see that the relationships should be single, not both, and they should flow from the Index Tables (1) to the Budget & Actual Tables (Many).

Thanks very much!

Kind regards,

Allan

[v-yulgu-msft · Accepted solution]

Hi @aanderton,

I see that the relationships should be single, not both, and they should flow from the Index Tables (1) to the Budget & Actual Tables (Many).

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Thanks for your sharing. Would you please kindly mark the corresponding reply as an answer so that others having similar problem can benefit from it? 

Thanks,
Yuliana Gu