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REvans078's avatar
REvans078
New Member
3 years ago

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,

 

 

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