Forum Discussion
Help with Lookupvalue
Anonymous Do you have date table in your dataset? Else you would need to create a date table in your dataset and then you would need to link your budget table and sales transaction table with the date table using date field. This way by selecting a month using date field from date table you would be able to view the budget and actuals at the same time.
You can create a date table using below dax syntex. Go to table data view (second icon on the left side) and then click new table and enter below dax syntex
date_table = CALENDARAUTO()
Hi negi007 ,
I have a date table and my budget table and sales table are both linked to the date table.
It works fine when I want to plot sales vs. budget by month but if i want to drill down into product group and/or account type its doesn't return what I want.
Please see screenshot. My budget values are correct but my sales values aren't what I want when I drill down into product group and account type.
AnonymousYou would need to link product id of budget and transaction tables. I would suggest you to have a seperate product table with all product ID and product details. Then you would need to link product ID from product table with product ID in budget and transaction table. This would show you the correct output.
Hi negi007 ,
Unfortunately my budget table doesn't have a product Id.
This is what my budget table looks like. I need to link the year, month, account type and product group in my budget table to the year, month, account type and product group in my sales table.