Forum Discussion
Create relationships using dates
Hello, I have two tables that I want to relate. The two tables have the same fields but one is for incomes and the other is for expenses correponding to the same year. I would like to relate the two tables so that when I hit quarter in the income table, for instance, I automatically see the correponding Q filtered in the expenses table.
How can I do that? If I want to create the relationship using the date field, PBI says that I need a unique field. Should I have to build an intermediate table to link them?
Thanks in advance.
Hi aitorcalero,
You can create a calendar table following the instructions in this blog, then create relationships between tables as ImkeF's post, you can check the example as follows.
After that, you can create visuals using date field from calendar table and related fields from income and expenses table, then filter the visual from quarter slicer.
For more deatils, you can review the example in the attached PBIX file.
Thanks,
Lydia Zhang