How to sum the values

[Anonymous]

Hi Experts,

I have the Actual table and Plan table, I have appended the tables and created new table.

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.

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.

how to do that, please help

[AkhilAshok]

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/

[Anonymous]

Hi @Anonymous ,

Could you Please share the snapshot of your table with records.
I am not getting the last line.

Regards,
Amit

[Anonymous]

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  values as well.

[Anonymous]

Hi All,

Any luck?!

[Anonymous]

HI @Anonymous ,

You can do unpivot column to actual and plan fields, then you can write a formula to summary them based on category fields.

Unpivot columns (Power Query)

Regards,

Xiaoxin Sheng