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webportal Post Prodigy
Post Prodigy

Create hierarchy in matrix visual for financial reporting

Hello,

 

I'm trying to create a hierarchy for a profit and loss statement where accounts have 2 to 9 digits.

 

For example:

 

Account nr.    Value

11                      100

111                      20

112                      30

113                      50

 

So, in Excel I have a column with the account number and 8 other columns to the left with Level2 to Level9 account numbers.

 

But the problem then is how to create a hierarchy in PBI Desktop that works.

 

For example, in the table above Level4 is empty, because there are no level 4 accounts. So, creating a hierarchy field and a matrix visual will get me a lot of empty values!

 

I want to be able to drill down from level 2 to level 9 and always see the correct values.

 

I've read a lot of stuff in other Posts around the web, including DAX books, etc. But How can I make such a simple visual work?

1 ACCEPTED SOLUTION

Accepted Solutions
Community Support
Community Support

Re: Create hierarchy in matrix visual for financial reporting

Hi @webportal,

 

For you scenario, you can write a recursive calculation to find out the previous parent, then create column parent to store these result.

 

Sample:

let
    SearchParent=(list as list, item as number)=> 
    let
        temp= if item > 10 then List.Select(list, each _= Int32.From(item/10)) else {item},
        result= if List.Count(temp)>0 then List.First(temp) else Search(list, Int32.From(item/10))
    in
        result
in
    SearchParent

 

 5.PNG6.PNG

 

After above steps, you can use these columns to create custom hierarchy.

 

Regards,

Xiaoxin Sheng

Community Support Team _ Xiaoxin Sheng
If this post helps, please consider Accept it as the solution to help the other members find it more quickly
Learning resources: Power BI

View solution in original post

2 REPLIES 2
Community Support
Community Support

Re: Create hierarchy in matrix visual for financial reporting

Hi @webportal,

 

For you scenario, you can write a recursive calculation to find out the previous parent, then create column parent to store these result.

 

Sample:

let
    SearchParent=(list as list, item as number)=> 
    let
        temp= if item > 10 then List.Select(list, each _= Int32.From(item/10)) else {item},
        result= if List.Count(temp)>0 then List.First(temp) else Search(list, Int32.From(item/10))
    in
        result
in
    SearchParent

 

 5.PNG6.PNG

 

After above steps, you can use these columns to create custom hierarchy.

 

Regards,

Xiaoxin Sheng

Community Support Team _ Xiaoxin Sheng
If this post helps, please consider Accept it as the solution to help the other members find it more quickly
Learning resources: Power BI

View solution in original post

webportal Post Prodigy
Post Prodigy

Re: Create hierarchy in matrix visual for financial reporting

@v-shex-msft thank you.

 

Since my knowledge of M is quite limited, I managed to determine the parent in Excel.

Then using PATH and PATHITEM, I've created the hierarchy.

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