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Anonymous's avatar
Anonymous
Not applicable
8 years ago

How create relationship between budget sheet and Sales table

Hi All,   I have problem creating relationship between budget and sales table   1. I have budget in Excel workbook, Consists of Monthly and weekly budget 2. Need to compare monthly and weekly b...
Need Help
Phil_Seamark's avatar
Phil_Seamark
Icon for Microsoft Employee rankMicrosoft Employee
8 years ago

Hi Anonymous

 

I would break the relationship between budget and sheet1, and instead create a relationship between budget and your date table.

 

I would also switch the bi-directional filters to be single directional.

Anonymous's avatar
Anonymous
Not applicable
8 years ago

Hi Phil_Seamark

 

Thanks for your reply,

 

When I am trying to create a relationship between Budget(Month Number) and Date Table(Month Number). I am getting following error. So I have created extra sheet with only unique values to solve this problem.

  • Phil_Seamark's avatar
    Phil_Seamark
    Icon for Microsoft Employee rankMicrosoft Employee
    8 years ago

    Hi Anonymous

     

    Maybe connect your budget table to the Date column (not the month column) in your date table

    • Anonymous's avatar
      Anonymous
      Not applicable
      8 years ago

      HI Phil_Seamark,

       

       

      I dont have Date coloumn in my budget table, It's monthly budget.

       

       

      Thanks

      Mazhar

      • Phil_Seamark's avatar
        Phil_Seamark
        Icon for Microsoft Employee rankMicrosoft Employee
        8 years ago

        Is your [Calendar Month] column a date field?  I understand your budgets are set monthly, but if you have a date value that is the 1st of every month, you will still be able to create useful reports