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I have 4 different data sources. Master Data (describes each part number and gives details on many metrics), Master Date (allows me to get all data in week-to-week formats), Trailing 6-Months of Bookings, and Forecast History.
My file is designated for looking at Forecast Attainment.
How would I connect all of these so a chart showing Bookings vs. Forecast by Date could be sliced using Master Data?
Hey Nickhamilton, really difficult to visualize without sample data, but I will assume your Trailing 6-Months of Bookings have part number or key for all transactional days(Master Date), same assumption for your Forecast History, if that is the case, a simple star schema model will do the trick, your Trailing 6-Months of Bookings as "fact", relationship with Master Data via part number or key, Master Date on date or transactional date and Forecast History on just part number
I had same problem, I push all my data modelling to db, I was using SQL Server, basically joining all of your metrics into just one table with flags you can slice on, that will take out AOP Forecast 2019, Trailing 6-months..., SAP Daily SKU... and One time Historical into one table, with your Master Date, I see all other tables also have Master Date....., all logic built in these table push it into your master date only publish a key you will connect with, not sure what Combined Weekly Forecast has. Ultimately you will only have just two entities in your PBI Data model, I hope this helps.
I also merged the Mater Data with Bookings and Forecast seperatley to add a column for the Value Stream metric but no slicer will change both Y values (bookings and forecast)
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