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rlcec
Frequent Visitor

Allocation key for transactions in fact table

Dear Power BI users,

 

this is an issue I'm trying to get my head around for a couple of days now. It concerns a Sales Dashboard for which I need to allocate one certain client to two different countries. This is a simplified version of my Fact Table with sales transactions:

 

ClientInvoiceNumberQuantityAmountCountry
A1         100       2.000US
A2         200       3.000US
B3           50           800UK
C4           80       1.200US

 

With an allocation table as follows:

 

Client%Country
A80%US
A20%UK
B100%UK
C100%US

 

This should give me the following result:

 

ClientInvoiceNumberQuantityAmountCountry
A1           80       1.600US
A1           20           400UK
A2         160       2.400US
A2           40           600UK
B3           50           800UK
C4           80       1.200US

 

Note that there's actually only one client which is allocated to different countries so my allocation table would only have two records.

 

Thank you very much in advance for any help on this topic. Please let me know if you need any further clarification on the issue.

 

Warm regards,

 

Ruben.

3 REPLIES 3
mwegener
Most Valuable Professional
Most Valuable Professional

Hi @rlcec 

 

has your question been answered?

 

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Please mark my post as solution, this will also help others.
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Marcus Wegener works as Full Stack Power BI Engineer at BI or DIE.
His mission is clear: "Get the most out of data, with Power BI."
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mwegener
Most Valuable Professional
Most Valuable Professional

Hi @rlcec ,

 

You may download my PBIX file from here.
Hope this helps.

 

If I answered your question, please mark my post as solution, this will also help others.

Please give Kudos for support.

Did I answer your question?
Please mark my post as solution, this will also help others.
Please give Kudos for support.

Marcus Wegener works as Full Stack Power BI Engineer at BI or DIE.
His mission is clear: "Get the most out of data, with Power BI."
twitter - LinkedIn - YouTube - website - podcast - Power BI Tutorials


mwegener
Most Valuable Professional
Most Valuable Professional

Hi @rlcec ,

 

use PowerQuery with "Merge Queries"

https://www.poweredsolutions.co/2019/01/03/merge-operations-in-power-bi-power-query-part-1-left-oute...

 

If I answered your question, please mark my post as solution, this will also help others.

Please give Kudos for support.

 

Did I answer your question?
Please mark my post as solution, this will also help others.
Please give Kudos for support.

Marcus Wegener works as Full Stack Power BI Engineer at BI or DIE.
His mission is clear: "Get the most out of data, with Power BI."
twitter - LinkedIn - YouTube - website - podcast - Power BI Tutorials


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