Filtering on period does not show expected result

[Dicko]

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.

[vivran22 · Accepted solution]

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

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If it doesn't, then please share a sample data along with the expected results (preferably an excel file and not an image)


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[Dicko]

@vivran22 Thanks! Now I understand what I missed.

[amitchandak]

@Dicko , There were issues with date table join, Month year column. I corrected those. Still, dates are not complete in date table. Find the attached file after signature