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Mamtas
Frequent Visitor

lookup the related month in related table

I am very new to DAX. Please help

I have these two tables connected by "Centre"

I have a slicer showing 'Month' from YTD table

Then a table measure showing the 

Centre, Average of Booked session. I want to add a new column there from second table "Budgets"

 

So when in slicer i click Dec 23, the table shows Centre name,  "Avg of booked Sessions", But i also want to show the budget % from budget table as per the Month. So when you click on Dec 23, its show Dec % from Budget table and when i click Jan 24, it shows Jan % for that centre

 

YTD Table

CentreBooked sessionMonth
ABC40Dec-23
ABC30Dec-23
ABC50Jan-24
ABC30Jan-24
DEF40Dec-23
DEF80Dec-23
DEF90Jan-24
DEF70Jan-24

 

Budgets table

Centre2023-122024-01
ABC87%80%
DEF60%50%
1 ACCEPTED SOLUTION
Fowmy
Super User
Super User

@Mamtas 

To do that, you first need to create a new table with Center, Month and Budget %, where you will have all the % values in a column layout, the current layout of the Budget Table can be copied in Power Query do unpivot. The, You can create a relationship between the Budget Table and the New Table. I also added a dates table for proper modeling. 

Please check the attached file.

Fowmy_0-1705479816545.png

 







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View solution in original post

3 REPLIES 3
Fowmy
Super User
Super User

@Mamtas 

To do that, you first need to create a new table with Center, Month and Budget %, where you will have all the % values in a column layout, the current layout of the Budget Table can be copied in Power Query do unpivot. The, You can create a relationship between the Budget Table and the New Table. I also added a dates table for proper modeling. 

Please check the attached file.

Fowmy_0-1705479816545.png

 







Did I answer your question? Mark my post as a solution! and hit thumbs up


Subscribe and learn Power BI from these videos

Website LinkedIn PBI User Group

Mamtas
Frequent Visitor

Thanks so much. I am exporting the data Excel, so you mean first manuplate the data in Excel and export and make the 2 new tables in PBI.  Or these new tables can be created straight in PBI?

@Mamtas 

Please refer the attched Power BI file, go to Power Query and check. You can reference the source table and do the manipulation in it.

Did I answer your question? Mark my post as a solution! and hit thumbs up


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Website LinkedIn PBI User Group

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