Budget allocation for combined data

Hi,
I’m working on the budgeting. Our budget data is based on cities and combination of cities. Just wondering how can the budget be distributed?

Customer has a single state. But the budget has been defined into multiple state combination as well as single state based.

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I know there is an issue in data model as the budget data is on different granularity.
I was planning to make a different model called state group and link it with the customer table. And then base my calculation upon it.

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Just wondering is there any other way to do it? And is there any issue with the solution I’ve proposed.

Thank you again in advance.

Hi @40ART ,

Please try this:

In the report view right-click State in the customers table–> select “New Group”

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A new window will pop up. On the left side, all your etries/States from the specific column will be shown. Select your desired groups by holding CTRL. Click “group”.

Power BI will auto-assign a name to the group - just rename it to whatever you like.

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Now click ok. Lastly, switch to the model view and create a new relationship between budget[states] and customer[state (gropus)].

Hope that helps.

  • Sabine

Hi @Sabine ,
Thank you for the response. I had to use combination of your idea as well as mine to get the right data model. When I first tried with what you’ve suggested, the waterfall relationship was not maintained .

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Therefore I create a new group only table which linked with customer and the budget. I found similar thing done by Sam on one of his video.
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By Implementing same thing I was able to get the desired results. And my final model was something like this.

Thanks for the help again.