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zmayari
Regular Visitor

Aggregating on Parent Child Hierarchies

           I am looking to aggregate Immediate children values to display next to the parent Node. 

  Can anyone provide me a pattern to do this calculation in simplistic fashion possible in PowerBI desktop. However, love to hear alternatives too. 

 We are looking to count the number of conversations by a supervisor( parent Node) with direct reports (Immediate Children Not an aggregation of all the nodes under a supervisor hierarchy) .  

 What I need to do in PowerBI is a Hierarchial aggregation at every level with depth+1 except for the leaf. what is the best approach in PowerBI?  

 

what I need: 

    CountOfConversationswithDirectReports
Stan   2
 Michael  1
  Redick  
 Devin  2
  Tom  
  patrick  


From the above example : -  Stan had 2 conversations with his direct reports which is sum of his conversations with Michael and Devin. Michael had 1 converstion with Redick and hence the value 1 next to his name. 

 

Any help is appreciated. 

1 ACCEPTED SOLUTION

OK, check out attached, not sure it is what you want. How do you plan on getting your hierarchy from the information you provided? Table2 in the file.

 

 


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View solution in original post

4 REPLIES 4
zmayari
Regular Visitor

           I am looking to aggregate Immediate children values to display next to the parent Node. 

  Can anyone provide me a pattern to do this calculation in simplistic fashion possible in PowerBI desktop. However, love to hear alternatives too. 

 We are looking to count the number of conversations by a supervisor( parent Node) with direct reports (Immediate Children Not an aggregation of all the nodes under a supervisor hierarchy) .  

 What I need to do in PowerBI is a Hierarchial aggregation at every level with depth+1 except for the leaf. what is the best approach in PowerBI?  

 

what I need: OrgHierarchyCalc.PNG

 


 

 

 

 

 

 

 

 

From the above example : -  Stan had 2 conversations with his direct reports which is sum of his conversations with Michael and Devin. Michael had 1 converstion with Redick and hence the value 1 next to his name. 

Any help is appreciated. 

Can you provide sample source data? Please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490

 

 

 

 


@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
The Definitive Guide to Power Query (M)

DAX is easy, CALCULATE makes DAX hard...

KeyParentKey Conversations
Stannull 
MichaelStan1
DevinStan1
RedickMichael1
Tom Devin1
PatrickDevin1

 

Sample data for the summation of supervisor conversations I listed in my previous post. 

OK, check out attached, not sure it is what you want. How do you plan on getting your hierarchy from the information you provided? Table2 in the file.

 

 


@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
The Definitive Guide to Power Query (M)

DAX is easy, CALCULATE makes DAX hard...

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