I have built a dashboard showing an account statement of a company.
I have three visuals:
- Account Statement – a matrix of a company’s financial transactions by account number (rows) and month (columns)
- Detailed Transaction List – a table of all transactions
- Journal Entry Transaction – a table of journal entries
The idea is that the user first selects an account in the matrix (1). Then all transactions on that account is shown in table 2. Then the user selects a row in table 2 to see the debit/credit of that journal entry in table 3.
The only way I have been able to solve this is by loading the same data twice in two separate tables and creating a many-to-many relation between these. My table 2 and 3 are essentially identical, but each using their separate (identical) fact tables. Table 2 uses Fact Table and table 3 uses Fact Table Copy.
I am hoping someone can help with a solution where the data is only loaded once.
How do I solve this using the same fact table for both table 2 and 3?
Account_statement.pbix (118.1 KB)
100.xlsx (10.7 KB)
105.xlsx (11.2 KB)
20000.xlsx (12.2 KB)