Series chart with Lookup references

i have a table with below columns:

  • Month (number) eg. 6
  • Expense Type (text) eg. Travel
  • Budget (Price, lookup sum reference) – if(and([Month]=[Expense Type].[Month],[Expense Type]=[Expense Type].[Expense Type]),sum(Budget[Amount]),“”)
  • Transactions (price, lookup sum reference) – if(and(IN([Month],Transactions[Expense Date]),IN([Expense Type],Transactions[Expense Type])),sum(Transactions[Actual Cost]),“”)

But when I try to setup a visual, the values don’t show up, how to fix this?

1 Like

Ensure Budget and Transactions columns are virtual columns.

Refined Formulas

Budget Column:
SUM(
SELECT(
Budget[Amount],
AND(
[Month] = [_THISROW].[Month],
[Expense Type] = [_THISROW].[Expense Type]
)
)
)

Transactions Column:

SUM(
SELECT(
Transactions[Actual Cost],
AND(
MONTH([Expense Date]) = [_THISROW].[Month],
[Expense Type] = [_THISROW].[Expense Type]
)
)
)