Forum Discussion
Adding Monthly Budget to Customer Accounts
Hello,
I am wondering if anyone might be able to help. I am trying to create a report which will show customer sales in comparison to their budget.
Unfortunately I am not too sure how to go about this. At the moment I have two tables:
Table 1 (Orders):
Table 2 (Monthly Budget):
The issue I am having is that this creates a many to many relationship. The many to many relationship is causing issues with calculations and when pulling in certain fields it suddenly breaks the visual. I have tried applying a bridging table to the report to link the customer name however this is filtering out customers that do not have a budget and subtotals are not calculating correctly.
What would be the best way to structure the data model?
Kind Regards,
2 Replies
- amitchandak
Super User
REvans078 , Create common dimensions
Power BI- DAX: When I asked you to create common tables: https://youtu.be/a2CrqCA9geM
https://medium.com/@amitchandak/power-bi-when-i-asked-you-to-create-common-tables-a-quick-dax-solution-8e3eccb41bdaPower BI- Power Query: When I asked you to create common tables: https://youtu.be/PqfGW6pl1Sw
- AnonymousNot applicable
Hi REvans078,
Perhaps you can try to add a bridge table with double 'many to one' relationships to link these table records.
Joining Many to Many with a Bridge in Power BI | Seer Interactive
Regards,Xiaoxin Sheng