table creation

Hi Anonymous ,

According to your description, I download your sample, here's my solution.

1.Create two calculated columns in fact table.

Month_year = FORMAT('fact'[invoice_date],"MMM"&"/"&YEAR('fact'[invoice_date]))

Year = YEAR('fact'[invoice_date])

Create a calculated column in budget table.

Month_year = FORMAT(DATE(1,'budget'[month],1),"MMM")&"/"&'budget'[year]

2.Make relationship between the two tables with the Month_year column.

3.Select Month_year column from fact table and other columns you want to sum into the table visual, make two slicers, it will get the correct sum result according to the underwriter and year.

I attach the sample below for reference.

Best Regards,
Community Support Team _ kalyj

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