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Anonymous
Not applicable

Relationship Issue

I have four tables: Sales, Budget, Territory & Calendar

 

tables.png

 

Sales captures sales in a retail store by item (may be hundreds of transactions per day)

Budget is a budget for sales by day (one budgeted amount per day)

Calendar is a calendar lookup table

Territory is a lookup table for each store's location

 

My budget includes a day type category which is important for filtering.

 

I have several measures that sum sales out of the Sales table but when I try to add the day type it doesn't display correctly.  Is it because Budget only has one entry per day and the Sales table may have hundreds of entries per day?  How would I correct this?

 

Visuals.png

 

Thanks!

1 ACCEPTED SOLUTION
Nishantjain
Continued Contributor
Continued Contributor

As there is no relationship between the budget and sales table, a filter on date type from the budget table will not propogate to sales table

You can either have

1. A third dimension table for date type and create relationships with budget and sales table
2. Extend the date table to include date type as a field and use it in your table

Thanks

View solution in original post

3 REPLIES 3
Nishantjain
Continued Contributor
Continued Contributor

As there is no relationship between the budget and sales table, a filter on date type from the budget table will not propogate to sales table

You can either have

1. A third dimension table for date type and create relationships with budget and sales table
2. Extend the date table to include date type as a field and use it in your table

Thanks
Ashish_Mathur
Super User
Super User

Hi,

In the Calendar Table, create a Day Type column and drag that column in your visual.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
parry2k
Super User
Super User

@Anonymous the reason you are not correct value coz "date type" from budget doesn't filter sales what you are trying to achieve and what is goal here?

 

You have incorrect and correct screen shots but does't tell what you are after. 



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