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



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?

Super User
Super User



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?



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

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