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Tubster66's avatar
Tubster66
Regular Visitor
8 years ago
Solved

Merging Two Tables

Hi   New to Power BI and struggling with a basic problem. I have chased my tail on various solutions posted but none work for me (probably due to my lack of ability!!)   Budget and Actuals summar...
  • parry2k's avatar
    parry2k
    8 years ago

    I guess you already have date dimension in your data model, if you not then you need one.

     

    - add date column in your actual and budget table, you can create it from month/year column.

    - set relationship on date from your actual/budge table to date dimension.

     

    now in your table visual, if you bring year/month/date from your date dimension and bring value from actual and budget column, you will get actual vs budget where applicable.

     

    I hope it is helpful, if you need further assistance, please reply.

     

    Thanks,

     

     

parry2k's avatar
parry2k
Super User
8 years ago

I guess you already have date dimension in your data model, if you not then you need one.

 

- add date column in your actual and budget table, you can create it from month/year column.

- set relationship on date from your actual/budge table to date dimension.

 

now in your table visual, if you bring year/month/date from your date dimension and bring value from actual and budget column, you will get actual vs budget where applicable.

 

I hope it is helpful, if you need further assistance, please reply.

 

Thanks,

 

 

  • Tubster66's avatar
    Tubster66
    Regular Visitor
    8 years ago

    Thank you!

     

    Rookie error on the Date Dimension Table - got what I need and also fixed a problem I was having on seeing records in a matrix when I had a column set to "see items with no data".

     

    Two for one - great result.

     

    Thanks again.

    • parry2k's avatar
      parry2k
      Super User
      8 years ago

      awesome, good for you :)