How to sum the values

Question

Hi Experts,&nbsp;I have the Actual table and Plan table, I have appended the tables and created new table.&nbsp;The problem is, i have period in Actual table but not in Plan, so what i have done is I just changed the null values to 0 while appending Plan data into Actual.&nbsp;What I need is, when I select the month in slicer as 1, in the period column it should automaticaly filter 0 and selected value in slicer and calculate the values.&nbsp;how to do that, please help

anonymous · Answer

Hi&nbsp;Anonymous&nbsp;,&nbsp;Could you Please share the snapshot of your table with records.I am not getting the last line.&nbsp;Regards,Amit

anonymous · Answer

&nbsp;In the above, if I select a value as 1 in the slicer, it should calculate the plan. but if you see the period as 1 the plan is 0. hope you can understand. if I select slicer value as "1", then it should calculate the selected value + Period = 0&nbsp; values as well.

anonymous · Answer

Hi All,&nbsp;Any luck?!

anonymous · Answer

HI&nbsp;Anonymous&nbsp;,
You can do unpivot column to actual and plan fields, then you can write a formula&nbsp;to summary them based on category fields.
Unpivot columns (Power Query)
Regards,
Xiaoxin Sheng

akhilashok · Answer

Best option is to keep the Plan and Actual as 2 seperate tables, and create common dimension tables around it, thereby making a Star Schema. You can watch the below video for more info:

https://www.sqlbi.com/tv/budgeting-with-power-bi-pass-austria/

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How to sum the values

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