Hey all,
Appreciate your help on below.
I have a fact table call payables and a secondary budget table. And I have a date table which I'm using as a filter in the report. I need to get a measure to calculate the sum of budget amount if I filter period(2023/01 to 2023/12) for a acccode. I only get 12K as the result because fact table only has one record for the period filtered. The answer should be 12500*12.
fact table.
Period |AccCode |Pay
2019-08 |A |20,000
2021-07 |A |24,000
2021-12 |A |26,000
2023-11 |A |12,000
budget table (Will repeat for all the months)
Period |Account |Budget
2023-01-01 | A| 12,500
2023-02-01 | A| 12,500
'
'
2023-11-01 | A| 12,500
2023-12-01 | A| 12,500
@cnonline you need to change your model, add another dimension table for accounts, and then add a relationship to this account table with both budget and fact table, also remove the relationship between budget and fact table, and add the relationship between date table and budget.
This way you can see the data from both the fact and budget table by period and account.
Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!
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@cnonline you need to change your model, add another dimension table for accounts, and then add a relationship to this account table with both budget and fact table, also remove the relationship between budget and fact table, and add the relationship between date table and budget.
This way you can see the data from both the fact and budget table by period and account.
Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!
Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo
If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤
Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.
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