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Helper I
Helper I

Many to many relationship issue with dates


I have a powerbi model that has a date table in it.  The date table is standard e.g. year, month, day, financial year, financial month number etc. I want to connect this into a transaction table that summarises income by month and year. As it has the year and month in it, I thought I could link the two tables by these fields but it's created a many to many relationship, and it's not giving me the correct result. I want to link the two so I can get the financial year and financial month from the date table. It seems so much more difficult than it should be

Solution Sage
Solution Sage

I think the best way to do this is create a date column in your transaction table based off the year and month columns. So just create a calculated column that adds a day of 1 to each month and year combo. Something like:

Date = DATE( 'Transaction'[Year] , 'Transaction'[Month] , 1 )

Then just join that up to your date dimension. 

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