Trying to learn how to build a model - help requested

very_new_to_thi,

Creating a star schema with fact and dimension tables is the preferred design. A dimension table should exist for each dimension (e.g., DimDistrict, DimFundType). You can create dimension tables in Power Query or DAX. Select distinct values for a dimension from both fact tables, and that table will become your dimension table. For example, select distinct District from each fact table, append those two tables, and select distinct District (this ensures that you have all possible District values across both fact tables). In the end, you will have multiple dimension tables, and each dimension table will have a one-to-many relationship with each fact table. You shouldn't need to create inactive relationships.

The article below explains how to create a date table. I would add a date column to each fact table so you can create a relationship with DimDate. You can use the first day of the month (e.g., 2023 Q1 becomes 1/1/2023). The quarter columns in the Budget table need to be unpivoted so you have a single Quarter column.

https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/ 

Once the data model has been completed, create measures, and use dimension table fields in visuals.