Forum Discussion
Help with Lookupvalue
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.
Anonymous if you link product group in budget and transaction table it may result in many-2-many relationship which may not be good for your dataset. Try if can create some unique key using multiple columns in your budget table and transaction table. That may help in creating one-2-one relationship between two tables. If you are not able to resolve resolve your issue, will it be possible for you to share your pbix file.
Hi negi007 ,
Please see link for pbix file.
My Sales Table is called "Chems Data" and my budget table is called "Budget by Account Type".
The account type column is called "QED" in both these tables. I need to link the columns year, month, QED and Product Group.
Thanks for your help!
https://www.dropbox.com/s/2x26e8g7jotfgv7/LENNOX%20-%20Management%20Report.pbix?dl=0