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Dicko's avatar
Dicko
Icon for Helper II rankHelper II
4 years ago
Solved

Filtering on period does not show expected result

Hi all,

 

I'm trying to get a table visual with targets and realised payouts, filtered by period.
Something like

dates[month/year]  targets[month/year]  Sum payout/month  Sum of targets[amount]
01-2021 01-2021 500 1000
02-2021 02-2021 750 1100


I cannot find out how to do this ...

Here's a link to a simple PBIX with the model ...

 

Any help is appreciated.

Kind regards.

  • Hello Dicko ,

     

    What you need is to correct the granuality of the date table you have created. So, if you need to add a column for month, then you may use the following:

     

     

     

    Result:

     

    In addition, you might need to modify your relationships among the tables. You may find the file helpful:

    Sample file

     

    Hope this helps.

     

    Cheers!
    Vivek

    If it helps, please mark it as a solution
    Kudos would be a cherry on the top 🙂 (Hit the thumbs up button!)
    If it doesn't, then please share a sample data along with the expected results (preferably an excel file and not an image)


    https://www.vivran.in/

    Connect on LinkedIn

     

3 Replies

  • vivran22's avatar
    vivran22
    Icon for Community Champion rankCommunity Champion

    Hello Dicko ,

     

    What you need is to correct the granuality of the date table you have created. So, if you need to add a column for month, then you may use the following:

     

     

     

    Result:

     

    In addition, you might need to modify your relationships among the tables. You may find the file helpful:

    Sample file

     

    Hope this helps.

     

    Cheers!
    Vivek

    If it helps, please mark it as a solution
    Kudos would be a cherry on the top 🙂 (Hit the thumbs up button!)
    If it doesn't, then please share a sample data along with the expected results (preferably an excel file and not an image)


    https://www.vivran.in/

    Connect on LinkedIn