Combining data from two sources in one visual

[eod122]

Hello everyone,

I searched half the internet and this forum (probably using the wrong terms or searching for th wrong concept), so maybe someone can help me with this challenge or point me in the right direction:

We're using a (leading) finance system and a CRM (customer relationsship system for sales).

Pretty much the same logic would apply to other areas, e.g. HR information as addition to personnel costs.

Both are only connected in a way that the CRM system transfers one line per day (like Sales - March 3rd - 50.000) to the finance system.

When creating a Profit & Loss Statement in PowerBi e.g. with a simple table or matrix visual however, apart from the overall picture people want to know why sales are up or down by customer, region, product etc. Of course I could direct them to a separate report page with fancy drilldowns using the detailled CRM Data, however I'm wondering if something like this is possible within one single visual, like a table or matrix visual with drill-down options:

First picture shows desired output, second and third the data structure of the two systems:

Any ideas how to solve this problem?

Thanks!

[eod122]

Sorry, I was "offline" for some time after posting...

Thanks for the link, will look into it next week and let you know about the outcome!

[v-gizhi-msft]

Hi,

Any good progress?

Best Regards,

Giotto

[eod122]

No, unfortunately no progress.

As I have to work with two fact tables which are not directly connected I didn't get the formula to work.

I

So, any other ideas to solve this are highly appreciated!

Thank you!

[v-gizhi-msft]

Hi,

Did the first reply solved your issue?

Best Regards,

Giotto

[Greg_Deckler]

In theory, yes, see MM3TR&R: https://community.powerbi.com/t5/Quick-Measures-Gallery/Matrix-Measure-Total-Triple-Threat-Rock-amp-...