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I am trying to work on a problem, which requires a column to be generated on the report when user selects a type of financial grouping.
There are 2 different tables, one table has the chart of account grouping which is static. The other table has the financial grouping which has only table names under the different levels which are required to be shown for the report.
Example - If user selects to view report by financial groupings then the levels of report should lookup to the column name in financial grouping table and then using that column name the respective column data from chart of accounts grouping should be populated in the report.
This is sample data for financial groupings reference table -
Category | FSG_L_1 | FSG_L_2 | FSG_L_0 |
A | GL Sub-category | GL SubType | GL Account |
A | GL Sub-category | GL SubType | GL Account |
A | GL Sub-category | GL SubType | GL Account |
chart of account grouping table -
GL_Category_Description | GL_Sub_category_Description | GL_Type_Description | GL_SubType_Description |
Income | Investment Income | Realized Investment Income | Currency |
Assets | Current Assets | Other Current Assets | Other Current Assets |
Assets | Current Assets | Inventory | Inventory |
Assets | Current Assets | Other Current Assets | Other Current Assets |
Assets | Current Assets | Loan Receivable | Related party |
Assets | Current Assets | Loan Receivable | Related party |
In this case if financial grouping option is selected, then Hierarchy on reports should be as follows -
Category ( From Chart of Accounts - Static )
-- FSG_L_1 = GL Sub-Category => Refers to GL_Sub_category_Description
----- FSG_L_2 = GL SubType => GL_SubType_Description
I just want to explore if there is workaround to achieve this type of requirement on Power BI.
Hi @yogesh_shinde ,
As far as I know, Power BI doesn't have support this now. You can only add the hierarchy manually instead of relying on slicers. Another workaround is to use the bookmark&button to switch the visual.https://docs.microsoft.com/en-us/power-bi/create-reports/desktop-bookmarks?tabs=powerbi-desktop
Best Regards,
Liang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Sounds like you want to explore calculation groups. Note that you cannot create columns on the fly but you can emulate that behavior with measures and calculation groups.
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