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nmck86 Member
Member

Cascading Total Help

I was hoping to get some support on how to create a cascading total. I have followed this amazing article exactly; however, I am stumped when getting the final output.

 

Screen Shot 2019-04-17 at 11.29.07 PM.pngexpected output

 

 

https://powerpivotpro.com/2018/01/star-schema-switch-drill-income-statement-design/

 

I have essentially gotten my formulas to work and get my signs correct. However, now that I am ready to get the subtotals into the report and the drill down functionality I am stumped and needing some assistance.

 

I am stuck here basically and need to figure out how to get my current measures in a drill down table with the is header details as the second level of detail. All of the columns beside my first one are the top level of the hierarchy and do not need to be columns but actually need to be in some sort of switch function or something that will give me the drill down functionality I need. So the Test Sum is correct; however, I also need to incorporate a Sum that is for Total Revenue, Total Production Costs, Total Depreciation, Total Indirect and so forth and so on and believe the switch function may give me that but I can't figure it out.

 

 

Screen Shot 2019-04-17 at 11.31.58 PM.pngcurrent setup

 

https://drive.google.com/file/d/1XyBcQvLNouOkcdeot9O_IzZJPgMrHP9k/view?usp=sharing

 

maybe someone can help me get this stup in the same way that the top image is in the power pivot article?

2 REPLIES 2
Community Support Team
Community Support Team

Re: Cascading Total Help

HI @nmck86 ,

Actually, switch function not suitable to handle summaries row contents.  I'd like to suggest you add if statement to check row contents summary level, and manually summarize records for total level calculations.

Measure Totals, The Final Word

Regards,

Xiaoxin Sheng

Community Support Team _ Xiaoxin Sheng
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.



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nmck86 Member
Member

Re: Cascading Total Help

@v-shex-msft  is this something you can assist me with using the file I have attached in this message? I am struggling with figuring it out.