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Anonymous's avatar
Anonymous
Not applicable
5 years ago

Budget Grouping (Relationship and Unique Values)

Dear All, 

 

Could you please assist me with the below problem ?

 

I have sales data that contains the date of transaction, country of transaction, like below:

 

ID - Country - Sold Total

ABC1 -  DE - 3

ABC2 - PO - 2

ABC3 - FR - 9

ABC4 - US - 8

ABC - MX - 7

ABC - PE - 6

.

.

.

 

This data should be summed and compared to a Budget, the problem is that the Budget can be either a country or a continent.

 

For example, we have a budget for US only , totalizing 890 sold units and a Budget for Europe (Including DE , PL and FR, all other countries have their own Budget), as below:

 

Region - Budget

US - 990

NL - 540

SP - 320

EU - 480

 

The approach I made was to create a new table containing the country and the Budget Region they belong to, therefore as below

 

Sold Country - Region

US - US

NL - NL

MX - MX

DE - EU

PL - EU

FR - EU

 

My thought was, if I create a realationship from the sales data Country with this new table sold country, I would be able to include all resuslts from DE,PO,FR in the region EU, but it is not working

 

The Matrix in Power Bi show as:

 

Region - Sold Unit

"Blank" - 480

US - 990

NL - 540

SP - 320

EU - 480

 

So it does not work with EU. Would anyone know the reason why?

1 Reply

  • It's not working because you don't have a country level budget. You cannot show DE , PL, and FR sales sparately, you can only show EU sales because that's what your budget granularity is.