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CatoFuglestad
Contributor
Contributor

filter dates from multiple tables where another key is used for join

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

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

 

 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

 

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