Forum Discussion
Helper ISum data between unrelated tables
Hi stephaniebl ,
did you change the m:n relationship?
You may download my PBIX file from here.
Hope this helps.Hi stephaniebl ,
are you using the date table now?
Create a sales measure...
Sales = SUM('CIA/HCA Cognos Revenue'[Extended Sales PMAR Amount]) + SUM('Adjust & Quota'[Adjustment])... and a YTD quick measure
https://docs.microsoft.com/en-us/power-bi/desktop-quick-measures
Most Valuable ProfessionalHi stephaniebl ,
change your monthTable to a complete date table and write the monthly values on the 1st of every month.
https://docs.microsoft.com/en-us/power-bi/desktop-date-tables
You can then use a quick measure to create the YTD calculation.
https://docs.microsoft.com/en-us/power-bi/desktop-quick-measures
Helper Imwegener Ok i created a date table , how do i add the YYYYMM Data to the table without it being Many to many relationship to my other tables? I am not sure how to add the YYYYMM to only the first of every month.
- mwegener
Hi stephaniebl ,
you have to add this column in the fact tables.
- CIA/HCA Cognos Re...
- Adjust & Quota
You cannot add the date table in your way because it does not filter the fact table.
- mwegener
Hi stephaniebl ,
are you using the date table now?
Create a sales measure...
Sales = SUM('CIA/HCA Cognos Revenue'[Extended Sales PMAR Amount]) + SUM('Adjust & Quota'[Adjustment])... and a YTD quick measure
https://docs.microsoft.com/en-us/power-bi/desktop-quick-measures
- mwegener
Hi stephaniebl
try this
Date = DATE(LEFT('Adjust & Quota'[YYYYMM],4),RIGHT('Adjust & Quota'[YYYYMM],2),1) - stephaniebl
mwegenerdo I add this to my date table as a new column?
- stephaniebl
mwegener or can i do this? I just added a date table & related my month table to it so it is 1:Many
- stephaniebl
mwegener Ah okay! Done! Now i have a date column added to both data tables that looks like this :
So now how would i create a % to Quota equation that will give me a view for the full year?
- stephaniebl
mwegener I am now using the date table instead of month table
But i receive this error when using the quick measure year to date sales & filtering by Date
- stephaniebl
mwegener Nevermind it works now based on my original measure with the date table change. Thank you!