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Swamy3105
Helper IV
Helper IV

How to sum the values

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

5 REPLIES 5
AkhilAshok
Solution Sage
Solution Sage

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
Not applicable

Hi @Swamy3105 ,

 

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

 

Regards,
Amit

Test.JPG

 

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.

Hi All,

 

Any luck?!

HI @Swamy3105 ,

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

Community Support Team _ Xiaoxin
If this post helps, please consider accept as solution to help other members find it more quickly.

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