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npombo's avatar
npombo
Helper I
3 years ago

Data Modelling - Establishing Relationships between two tables

Hi all,

I would like assistance with data modelling for my current Power BI report. This report is a budget to actuals report, in which I would like the budget table to be correlated to the actual table so that they can be displayed in the same visuals and the user can see the side-by-side comparison between the two. The data would be feeding into Power BI through a Microsoft dynamics API. Here is what the mock data (for the sake of this example) looks like:

 

Budget table:

Actuals table:

The tables in Model View:

Here is what the visualizations look like currently, but the end goal is to have both the actuals and the budget data into one bar graph, one color for the budget, and another color for the actuals (either side by side or stacked).

I’m curious to know what relationships between the tables need to be established in order to achieve this. Any help is appreciated. Thank you.

2 Replies

  • Syk's avatar
    Syk
    Resident Rockstar

    No need to relate these, just append them into 1 table in power Query. You already have the column to identify if they're budget or actuals too (that will be your legend)!

     

    • npombo's avatar
      npombo
      Helper I

      Hi Syk,

       

      Thank you for the quick reply. This worked for my mock report. Fingers crossed that it works with the MS dynamics data! Much appreciated. I will reply to this thread if any issues arise.