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8/20/22 -Updated to include OneDrive
I am building a financial dashboard for a class and am working on adding a drill through that would expand spending categories for more detail.
I would like to add cards at the top of the drill-through page for 'Actuals' and 'Budget' for whatever spending category the user chooses. The actuals card looks fine, but my 'Budget' card only shows the total Sum for the full department, not the category that was chosen.
I changed the card to a table to see what was up, and it's showing the total sum of the budget repeating for each line. I've removed the card and readded, removed the drill through and readded, and searched the web for similar situations. I have to assume it's something wrong with my relationships? When I tried adding a filter to the whole page it worked, but that defeats the purpose of having the drill-through that auto updates the filter.
I tried uploading my .pbix file to Google Drive but it looks weird, so if it doesn't work for you please let me know and I'll try and upload it a different way
Thank you!!
Screenshots:
Department Total Cards - Correct
Drill-through for spending category "All Other Expenses" - Budget is not filtered
Table View of this same page - you can see the values are duplicating the sum, not breaking down at all for the individual lines
Solved! Go to Solution.
Hi @bookworm2890
I notice there are missing relationship between Actual and Budget table.
So I make double relationship from Actual table to Account table, so Account table can filter the Budget table as por category wise.
Find the pbix file
If solve your requirement, please mark this answer as SOLUTION
If this comment helps you, please LIKE this comment/Kudos
Proud to be a Super User! | |
Hi @bookworm2890 ,
Whether the advice given by @PijushRoy has solved your confusion, if the problem has been solved you can mark the reply for the standard answer to help the other members find it more quickly. If not, please point it out.
Looking forward to your feedback.
Best Regards,
Henry
Hi @bookworm2890
I notice there are missing relationship between Actual and Budget table.
So I make double relationship from Actual table to Account table, so Account table can filter the Budget table as por category wise.
Find the pbix file
If solve your requirement, please mark this answer as SOLUTION
If this comment helps you, please LIKE this comment/Kudos
Proud to be a Super User! | |
Hi @bookworm2890
If you get solution, please ACCEPT AS SOLUTION
If any question, please share
Proud to be a Super User! | |
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