Help with managing relationships

Hi ErikHolmberg ,

Thanks to lbendlin  and DataInsights  for their quick replies and advice. I have some other ideas to add:

(1) We can create a date table and a Client_Team_ID table.

Date = SUMMARIZE(ADDCOLUMNS(CALENDAR(DATE(2024,1,1),DATE(2024,12,31)) ,"MonthColumn",FORMAT([Date],"yyyy-mm") ),[MonthColumn])

Client_Team_ID = VALUES('Budget'[Client Team ID]) 

(2) Create a column on Budget table.

MonthColumn = FORMAT([Month],"yyyy-mm") 

(3) Creating Model Relationships.

(4) Create measures.

budget_amount = SUM('Budget'[Budget amount]) 

budget_services = SUM('Budget'[Budget # services])

count_product = 
var _month=FORMAT(MAX('Servicelist'[Start date]),"yyyy-mm")
RETURN COUNTROWS(FILTER(ALLSELECTED('Servicelist'),[Client Team ID]=MAX('Client_Team_ID'[Client Team ID]) && _month= MAX('Date'[MonthColumn])))

sale_amount = 
var _month=FORMAT(MAX('salesinvoice'[Date]),"yyyy-mm")
RETURN
CALCULATE(SUM('salesinvoice'[Amount]),FILTER(ALLSELECTED('salesinvoice'),[Client Team ID]=MAX('Client_Team_ID'[Client Team ID]) && _month =MAX('Date'[MonthColumn])))

(5) Then the result is as follows.

If the above one can't help you get the desired result, please provide some sample data in your tables (exclude sensitive data) with Text format and your expected result with backend logic and special examples. It is better if you can share a simplified pbix file. Thank you.

Best Regards,

Neeko Tang

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