Hello @atin,
Thank You for posting your query onto the Forum.
As you mentioned that you want to merge your two tables under the one roof as @sam.mckay has showed in his Financial Reporting course. But there are several points which are missing in your both the data in order to merge this two tables together. And they’re as follows -
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The geographical data is on a yearly basis and the IS data is on a monthly basis. Unless you distribute your geographical figures across a period of 12 months this might not be possible.
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The figures in geographical data are bifurcated based on the segments and that to at a yearly level whereas the figures in the IS data are at a monthly level and there’s no segmentation in it. Under the IS Data, you’ll be required to add the segment column and provide how much amount comes from a particular segment because right now that is completely unknown.
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Furthermore, in the geographical data the Category column contains the details which are of Sub-Category level in the IS Data and also the Sub-Category column is missing from it.
Therefore, after considering all this points. I’ve come to a conclusion that there’s no similarity between these two tables at all, and hence, as of now, merging of these two tables is not possible.
Once you consider this points and re-structure your data then you may merge the tables.
**Please Note: **For Point No.3, I’m providing a link below where just few days back I’d worked out and shown how one can bifurcate their categories into the sub-categories and overcome that problem. It also contains the Excel and PBIX file which you can refer, if possible, to solve the last point.
Thanks & Warm Regards,
Harsh