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I am analyzing sales proposals vs a target. I have two date columns. One that shows the anticipated contract month, the other is the expected budget month. I am trying to chart the difference between the two with the contract value amount and the project name. I have been attempting to do scatter plots and bar charts and can not figure out how to visually show this relationship. Any help would be appreciated.
Hi @BIuser0424
You can create a date table
e.g
Date =
ADDCOLUMNS (
CALENDAR (DATE (2020, 1, 1), DATE (2022, 12, 31)),
"Year", YEAR([Date]),
"MonthNumber", MONTH([Date]),
"Quarter", QUARTER([Date]),
"DayOfWeek", WEEKDAY([Date])
)
Then create relationship between the date table and data table
e.g one-many:[Date]->[ anticipated contract month] one-many:[Date]->[expected budget month]
If one of these two relationships is inactive, the USERELATIONSHIP() function can be used
e.g
CALCULATE(....,USERELATIONSHIP([expected budget month],[Date]))
You can refer to the folloiwng link about the relationship and USERELATIONSHIP() function
USERELATIONSHIP function (DAX) - DAX | Microsoft Learn
Active vs inactive relationship guidance - Power BI | Microsoft Learn
Best Regards!
Yolo Zhu
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