Forum Discussion
Budget table by month in data model
Awhile back I build a budget to actual report in PowerBI that has been used throughout the year, But now we are budgeting by month and I need to break it out by month instead of one lump sum budget. ...
Create a date in the budget table using month and year(was not visible in the screenshot).
Join both expense and budget Across common tables like date, Account, Location, etc.
If you do not want to join with other tables then use Union a summarize. In this case, also have the date
Test Table= union(SUMMARIZE(Sales,Sales[Brand],"Col1",sum(Sales[Sales]),"Col2",sum(Sales[COGS]),"sort",COUNTROWS(Sales),"Dummy","DDD"),SUMMARIZE(pur,pur[Brand],"Col1",sum(pur[pur]),"Col2",sum(Sales[pur cost]),"sort",COUNTROWS(pur),"Dummy","DDD"))
