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mngma0102's avatar
mngma0102
Frequent Visitor
2 years ago

Creating a Slicer from a Many to One Relationship

Hello, I am trying to create a matrix visual showing "Open Orders" and "Forecast Value" by "MonthYear". I would like to filter the matrix using "Forecast Version" which is a text field attributed to...
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Alex87's avatar
Alex87
Solution Sage
2 years ago

I confirm the formula provided works correctly. Make sure your relationships are made at day level

for orders I added in PQ a column start of month = Date.StartOfMonth([Order Date])

 

Open-Orders =
CALCULATE(
    SUM(Orders[Open Orders]),
        TREATAS(
            VALUES('Forecast Data'[Date Start of Month]),
            Orders[Start of Month])
            )