Mar 05 2021 07:50 AM - edited Mar 05 2021 07:59 AM
H Folks,
I've been at this all day.
Because of relationship issues (and I suspect the underlying reason is the dates, while appearing as dates in the file, are actually still text I believe), I've created a simple bridge table between income vs expenses tables so that when I create a simple Pivot Tables, they have a relationship.
When i try and create a simple expenses vs income by month, one of the two will will have duplicate values. Through hours of research, I believe the issue is the dates, while appearing as dates, are actually text, causing the table to have dup values.
Fyi - I'm on windows 10 Laptop bought in Thailand, checked the system settings as best i know how they can affect dates when importing .csv values from another region. Change date type via Locale, no go. Tried DATEVALUE in Excel and that came back with a VALUE! error.
I'm out of options and have nowhere else to look, hoping one of the pros out there can diagnose the issue. Attached is a test file with all elements looking like they should work, but not yet.
Thank you for any responses.
Mar 05 2021 09:04 AM
Mar 05 2021 12:22 PM
SolutionYou need Calendar table (now is usually named as Date). I generate it in Power Pivot, better do that by Power Query, you may find a lot of templates. Model will be
and PivotTable is
Mar 06 2021 12:30 AM
Mar 06 2021 12:35 AM
Mar 06 2021 01:13 AM
On this journey I'd recommend to check Home - SQLBI where everyone who deals with DAX, from beginner to Pro, could find a lot of useful information. There are a lot of other great resources, but this is one of the best.
Mar 06 2021 03:52 PM - edited Mar 06 2021 03:55 PM
Done, signed up! In the meantime I'll study up on the hows and why's of what you did - its what you put where, that they are not table columns but functions - I think theres some interesting stuff there for me. Again, many thanks!
Mar 05 2021 12:22 PM
SolutionYou need Calendar table (now is usually named as Date). I generate it in Power Pivot, better do that by Power Query, you may find a lot of templates. Model will be
and PivotTable is