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SODAQ
New Member

Creating a line graph from a budget report and a separate income report

Hello, 

 

I have a budget report which details each months budget from May 24 - April 25 for a number of classes of business. I have a seperate report which has each sale made and the income generate with the date that that sale went ahead. I need to combine these into a single line graph so I can track our sales vs the budget. I've tried making a date table and creating the appropriate relationships as well as assigning each sale a single month start date but each time either the budget or the sales don't aggregate by month. 

 

Am I missing something obvious here?

3 REPLIES 3
DataInsights
Super User
Super User

@SODAQ,

 

Which fields are you using in each relationship? To bring Actuals and Budget together in a visual when they exist at different grains, I populate the first day of the month in the Budget date field, and create the Date table relationship using Date[Date]. Thus, Date[Date] would be used for each relationship. In a visual, use Date[Month] (or similar).





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Currently my budget dates are all on the first of the month and I create a many to one relationship with my date table if that answers your question?

@SODAQ,

 

Would you be able to provide screenshots or a sanitized pbix illustrating the issue and expected result?





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