Power BI Editor Query

[RaghuVi]

Hi

I need some help in getting solution for below issue.  I have imported 2 tables from SQL Tables (1) CUSTTANS (2) CUSTSETTLEMENT.  Both the tables have transaction date (TransDate) which I have grouped into Periods e.g. Jan-17, Feb -17, Mar-17 and so on.  Now I wanted to get sum values of Column "SettlementAmount CUR" from Table 2 (CUSTSETTLEMENT) against each record period into Table 1 (CUSTTRANS) on a condition that the periods match in both the tables.  The tables also have relationships established.    I have various syntax available on line but am not successful.  I used merged query but it is taking too long to display values in re

[Anonymous]

A far simplier solution would be to create a Date Table, which itself stores the monthly information.

Next import the 2 table separately into Power BI, leaving the dates as individual dates.

Join the SQL tables together using their standard keys, ignoring the date issue.

Join the SQL tables to the date table.

Create a visual using the Month information in your date table and add columns/measures to the visual.  The relationships should do the heavy lifting here.