Lost between Table, Matrix, Columns, Rows and Measures

[Th0mc]

Hi all,

I have to reproduce in a PowerBI report the following :

• I have 2 sources :
  • 1 with the forecasted spendings on items, by year and by month
    
  • 1 with the good receipt by item with date
    
• The expected result with this example is
  

What I have done

Through PowerQuery, I have transformed sources in the following table

And the best I could achieve is using a Matrix visual, I can get either the view by month using directly Amount values from the table

either the view with teh running totals using the running total measure

But I'm not able to mix both 😞

And anyway, I know, I feel, that this is the wrong way of doing this.

Any help on the good way to achieve this is welcome.

Thanks in advance

Tom

Edit: Updated with right values for march, april

[TomMartens]

Hey @Th0mc ,

I will have a closer look at the pbix later this week.

Nevertheless,  are you are aware of this article: https://www.daxpatterns.com/time-patterns/

Regards,

Tom

[TomMartens]

Hey @Th0mc ,

please create a pbix file that contains sample data, but still reflects your data model, tables, relationships, calculated columns, and measures. Upload the pbix to OneDrive, Google Drive, or dropbox and share the link. If you are using a spreadsheet to create the sample data instead of the manual input method share the spreadsheet as well.

Make sure that date values, are matching the description of the expected result.

i do not understand why the value "Receipt (running total)" for March 2023 is expecte to be 3000 as the "next"  receipt value is "measured" for the 5th of April.

Regards,

Tom

[Th0mc]

Thanks for your reply Tom ;).

You're absolutely right. It was a test (lol).
I have updated the original post with the right values for better clarity.

Here is a link to a pbix file reproducing what I have done so far with the same data: https://1drv.ms/u/s!AnIVzupUcQOTlqZWTEj7RIOi1cSs4A?e=SvVu1K

I'm pretty I'm doing fully wrong but I have not find a better way on my own.

Again, thanks in advance for any help you could provide.

Tom