Issues Occur between Actual and Budget Table

[powerbinovice01]

Hello ! 
I would love some assistance on reoccuring values I am recieving. 

I have a Budget Table and Test Sheet Table. 

I am looking to build a table that shows Account with the Test Sheet Value (actual) and the Budget value. 

I keep on having issues getting repeating values. 
I have an account row in both Budget and Test Sheet. 

The budget and test sheet have a relationship built between the Calendar Table, my fact table. 

I have worked with budget and actuals values in other visuals with no issue, when creating this table below is where I run into issues. 

The relationship view shows that the Budget and Calendar table are linked through a Date Key, (1 to M)

the Date Key is an inactive relationship with the Test Sheet Table as I have joined it on Report Date and Calendar Date. 

I have tested and created a few different unsuccessful measures, below being one of them: 

Budget Sum Test =
CALCULATE (
SUM ( BUDGET[Budget Value]),
CALCULATETABLE (
VALUES('Test Sheet'[Account]),
'Calendar'[Date] <= MAX ( 'Calendar'[Date] )
)
)

Thank you for your help in advance! 

[CoreyP]

Your visuals are grouping by Account, and not Date. You need to have a relationship on Account. 

Create a new dimension table with a distinct list of every possible account that would be in either Test Sheet or BUDGET. Establish a 1:* from this new dimAccount table to both Test Sheet and BUDGET tables. Use the Account column from this dim when building your visuals. 

[powerbinovice01]

Hi Corey, 
Thanks for checking in. 
When I created a new dim table, I still recieved an error, 

here are the two table calculations I have tried

(Account Dimension Table = VALUES('Test Sheet'[Account])

and 

Account Dimension Table = SELECTCOLUMNS(VALUES('Test Sheet'[Account]), "AccountName", 'Test Sheet'[Account])

But I recieve this as my table 

[CoreyP]

Creating a calculated table to use as a dimension on the table you're constructing it from will cause a circular dependency. You need to create the dim in Power Query. 

In Power Query, right-click the Account column in Test Sheet, select Add As New Query. Convert this list to table. Repeat this step in BUDGET. Then go to Append Queries > Append as New. Append both these new tables. Remove duplicates from this new Appended table. Rename as you want. Then you'll be able to use this as your account dimension table. 

[powerbinovice01]

Now when I created the appended table will I also need to include the respective sums

(Test Sheet[Actual Value] and Budget [Budget Value])?

Will I need to create a new relationship between the Test Sheet[Account] and Budget [Account]

to the appended table named Account Dim Table? 

Will these be able to sort with a date filter or do I need to include report date to the Account Dim Table?

Thanks!