Hi. I have searched around for a solution but no luck so far.
I want to be able to present the budget and the expences. Budget is setup like this:
WorkCenter -> Account -> Period -> Budget Amount.
Fore each Work Center, For Each Account for Each Period a Budget amount is defined.
In BUDGET table, I have the following columns among many more;
CostCenter
Account
Amount
DateStart
DateEnd
Next I have a table named EXP with the following columns among many;
DOC
Account
CostCenter
Amount
Trans_Date
How can I load this data so that I can show Total Budget and expences, Budget and Expences for each account, and Budget and Expences for each Work Center? at the same time I want to be able to filter on month. something like this:
![CatoFuglestad_0-1693302075053.png CatoFuglestad_0-1693302075053.png](https://community.qlik.com/t5/image/serverpage/image-id/115289i86910B79A83B09C6/image-size/medium?v=v2&px=400)
I managed to get this far by loading the EXP table twice, and linking Budget to Respectively the Account ant WorkCenter this way:
![CatoFuglestad_1-1693302226582.png CatoFuglestad_1-1693302226582.png](https://community.qlik.com/t5/image/serverpage/image-id/115290iB13BA02C670811AB/image-size/medium?v=v2&px=400)
But as you see in my dashboard, I have to manually filter each date field. I would like to filter them commonly. Linking the date field also gives circular reference. Same when loading a Dates table and linking to this.
Any good suggestions here?
Thank you