Difficult to diagnose without seeing the files. Can you upload two files with some mocked-up data but leaving the file structures exactly as they are in your real file?

I seem to have found what the problem was. I had to change the name of the budget sheet into 'actuals' (same name as the actuals file sheet) in order to get rid of the problem.

It's not ideal though cause now I have actuals and budget data merged together and the only way to filter them out in powerBI is to use the 'source.name' field which is a field that I would normally delete in the power query.

does anyone know another way to help me separate the actuals number from the budget ones so that i can compare them more easily?

Thanks

Give the sheets a neutral name like "Data" and add one column to each sheet/table, for instance "Category" where you enter Actual or Budget on each row. Then use that column to separate Actuals from Budget.

Thanks Riny, I did something like that however when I move to the 'other query' from 'transform sample file' the date column shows null for the budget file. Below what I did

In the original files I named the dates columns Actuals sep-20, Actuals Oct-20 etc ( same thing happened in the budget file)

In PQ I cleaned the data so to have a column for Actuals and Budget and one for the dates

Since I used the 'actuals file' in the sample file field when I move to the 'other query' field I see only null values for dates in budget.

Therefore I was trying to check if i could replace the null values with dates by using the 'replace values' in the ribbon however if I were to do so I would come up with twelve 01/09/2020 ( first month of the fiscal year) and I don't want that . I would like to know whether there is a way to manually change the formula in the replaced value step in order to fix this issue or whether there is a even easier way to do that.

Thanks

Please upload some files. It's still difficult to follow what you're doing based on text alone.