Grouping and formatting issues table

[tobiasmcbride]

Hi,

Have noticed couple of areas I'd like to check if I am doing things right: I have two separate tables - one is with actual financial data and the other has our budget. We can and have been able to break this down by month, quarter, year etc. 

However I have noticed something. In the report, when selecting a particular month no actuals appear for that category (which is correct) but rather than showing a blank value in the table, nothing for that category appears either for actuals or budget.

It should look like this:

Category	Actuals	Budget
IT	£0	£2.3K
Staff costs	£22.3M	£26.4M

But instead has:

Category	Actuals	Budget
Staff costs	£22.3M	£26.4M

Which is throwing off figures - how do I get this otherwise blank value to appear?

Secondly, the data is comnprised of 8 categories (they are the same categories across the two excel datasets). I'd like to display a certain 4 (Staff Costs, Travel, Marketing, IT) and then group the rest as 'others' and do so such that it works across both excel datasets on the report.

How is it best to do this?

[v-kelly-msft]

Hi @tobiasmcbride ，

1.To make blank value  appear:

So the acutals and budget are from 2 tables right? If so ,create a dim table,then create a relationship between dim and actuals, dim and budget.

2.About group:

In the dim table,right click on the column of category,choosing "new group",then choose each row you dont need to be grouped and others which are needed to be grouped in the other ,and you will see:

Best Regards,
Kelly

Did I answer your question? Mark my post as a solution!

[tobiasmcbride]

Hi,

If I do that, the slicers/filters do not work for the budget. Also blank categories appear and no IT Expenses appear in the month view when I know there is a budget entry for that even though no actuals view.

Not sure what I am doing wrong? 

[v-kelly-msft]

Hi @tobiasmcbride ,

Can you show me your .pbix file if it's not confidential?

Best Regards,
Kelly

Did I answer your question? Mark my post as a solution!

[amitchandak]

I doubt it is getting data 0 for IT. Just allow no dataAppreciate your Kudos. In case, this is the solution you are looking for, mark it as the Solution.
In case it does not help, please provide additional information and mark me with @
Thanks. My Recent Blogs -Decoding Direct Query - Time Intelligence, Winner Coloring on MAP, HR Analytics, Power BI Working with Non-Standard TimeAnd Comparing Data Across Date Ranges
Proud to be a Datanaut Connect on Linkedin values and check.

[tobiasmcbride]

I have selected that option and still does not appear.