I have two tables that I would like to join to create a single pivot table, using Data Model. We have two products; (small cap and large cap), which I’ve created a ‘bridge’ or ‘joiner’ table in Data Model to connect. One table contains market values of our individual 30 clients, with different client-type qualifiers, for each quarter for last five years. My second table contains market values for each quarter for a mutual fund we manage. Each row in both tables has an assigned investment objective: small cap or large cap. I have been able to create a relationship between the two tables and provide a simple aggregate market values for each small cap and large cap on each row, and identify if the client base is individual or mutual fund. But when I apply a timeline slicer to the small conjoined pivot table, it will only apply time line to the single client class (i.e. individuals). I could add two timelines to the pivot table, but that seems counter-intuitive. How do I also connect the time frames between the market value tables? What shown here is totaling up market values for the past 20 quarters, which isn't applicable.
Thank you so much for any insights!
Thank you so much for any insights!
| Row Labels | Mutual Fund | Individuals |
| Small Cap | 2,914,687,670.56 | 12,542,563,015.46 |
| Large Cap | 2,116,271,967.98 | 479,268,183.62 |
| Grand Total | 5,030,959,638.54 | 13,021,831,199.08 |
