Allocation of Actuals on monthly granularity


In many of your videos the actuals numbers are on a daily level, then the budget is on some other granularity. What happend if both actuals and budges is on a monthly level and you still want to use the date tabele (and time intelligence functions)?



Hi Hans,

Yes this is covered quite extensively with many topics within this module here.

Specifically for you scenario you want to be looking into the TREATAS function. This enable you to create virtual relationships between common columns in different tables when there is no natural physical relationship that can be made.

Check out the information in this tutorial and see how the date table is able to filter the budget table. In your scenario you’ll likely need to setup up both your DAX formula the same way using TREATAS - this is how I would most likely do it.