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The tables I have are:
My goal is to compare actuals vs budget. However when I try to establish relationships with the date table for the budget table I get a many to many relationship and I worry about introducing duplicates and having wrong calculations. I'm guessing this is a common task people use Power Bi to solve, does anyone have a recommendation?
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If you are joining by the name of the month, then yes, you'll get that kind of relationship. I would suggest you in that case to create a generic end/start date for your months, for example, January -> 01/01/2023 or 31/01/2023 and use that column as the key to the relationship. My recommendation is to add that date from the source, if not possible, I can share you some tips on how to create it from scratch from Power Query.
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Date to Budget is a 1 to many relationship, it shouldn't be many to many. Check if you have any duplicate dates on the date table and delete them through Power Query.
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The budget is by the month not the individual date so it causes many to many.
If you are joining by the name of the month, then yes, you'll get that kind of relationship. I would suggest you in that case to create a generic end/start date for your months, for example, January -> 01/01/2023 or 31/01/2023 and use that column as the key to the relationship. My recommendation is to add that date from the source, if not possible, I can share you some tips on how to create it from scratch from Power Query.
Proud to be a Super User!
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