They only table that can filter them all is the date table.
If that’s the case then you need to make sure that these are like for like. As you have customer dates, keyword dates, and invoice dates. Whether these all align I’m not sure.
You can filter the customer and date over you invoice amounts and you keywords used concurrently, but based on the data you can’t filter anything around invoice calculation by keywords.
So for example you could select a customer, then a date time frame…
This would then filter any calculations in the invoice table and the customers table at the same time. So you might be able to extract some reasonable info from that.
But there is no keyword info that has any direct relation to the invoices table. So any calculation being completed in that table has no way to be filtered or sliced by any keyword info.
Bit to much to get my head around quickly, but if you can do this in excel then you must be able to somehow create the correct connections in your model.
Where in excel have you joined up the keywords column to the invoices column? Or how have you done this specifically?
I’ve solved the challenge in Power BI, I’ve used a combination from the invoicedate and the customernumber (see the explanation in the Excel-file) in both of the tables. After merging the column Keyword Used to the Invoice table I’ve got the answers I was looking for.
