Display summary of ALL customers that may have Revenue and/or Budget

[AV155]

I am stuck on this and running in circles.  I want a visualization to show all customers that either have a budget and/or have revenue.  Do I need to create some sort of UNION table?

I have an invoice table with data like this.  Multiple invoices per customers.

I have a budget table like this.  Budget data is for a customer & month.  Some customers that have invoices do NOT have a budget.  Some customers with a budget do NOT have invoices.

I want to have a visualization table that summarizes the data, so for example if I choose February 2023 with my Date Slicers, it would show something like:

 Feel like this shouldn't be too difficult, but I can't figure it out.  

[AV155]

Hi @MFelix 

Thank you so much!   I got close to figuring this out yesterday, but was missing the relationship piece (in particular linking Budget to Date table).   I REALLY appreciate the help and the included .pbix file!

-AV

[MFelix · Accepted solution]

Hi @AV155 ,

For this you need to create a dimension table with the customers (unique values) and make a relationship with both table by the customer ID and a calendar tableC, then using the fields from customer table and the corresponding  invoices and budget you can have the expected result.

See PBIX file attach.