Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Register now to learn Fabric in free live sessions led by the best Microsoft experts. From Apr 16 to May 9, in English and Spanish.

Reply
AaronClements
Frequent Visitor

Creating drill-down visuals where parts do not sum to the level above

Prefacing this by saying that I'm a Power BI noob and that I searched this forum for the answer to this question to no avail, so apologies for what might be a rookie question.

 

I'm working with about 6 data tables that represent sales areas of a store--each table containing a column for the number of transactions for that area. My issue is that the sum of transactions for a single sales area will not (and should not) sum to the amount displayed at the level above. 

 

For example, if I have a customer who makes a purchase of batteries and HDMI cables, it counts as 1 transaction for batteries and 1 transaction for HDMI cables. However, these products both fall under the Electronics department of my store, and the Electronics department receives credit for 1 transaction (batteries and HDMI cables together).

 

I would like to create a visual that allows me to see the number of transactions for my Electronics department, drill into it, and see the number of transactions for each category in that department, despite the sum of those categories not equaling the department amount. I have the number of transactions for every hierarchal level that I need--I just need a way to visualize it.

 

Here's an example of the least granular levels of my data tables below. Keep in mind that there are 4 tables that are more granular than Table 2--the last table (product-level) having thousands of rows:

 

Table 1: 
Merchandise TypeTransactions
General Merchandise12
Food13

 

Table 2  
Merchandise TypeDepartmentTransactions
General MerchandiseElectronics10
General MerchandiseHome2
General MerchandiseApparel5
FoodFresh Food10
FoodFreezer5
FoodBeverages8

 

Any help would be appreciated. Thanks in advance!

1 ACCEPTED SOLUTION
Jorgast
Resolver II
Resolver II

Since the Transaction data is different based on the department vs the transaction, i would just break it up.

 

1. I would create a slicer for the Mechandise Type

2. Create a card that has the sum of Transactions or a table that shows the Merchandise type and the sum of each transaction. I would call the table Mechandise Type

3. Create a table that shows the department and the sum of transaction. I would call the table Transaction by Department

 

I am sure there is a better way, than my suggestion. hopefully this gives you an idea

View solution in original post

1 REPLY 1
Jorgast
Resolver II
Resolver II

Since the Transaction data is different based on the department vs the transaction, i would just break it up.

 

1. I would create a slicer for the Mechandise Type

2. Create a card that has the sum of Transactions or a table that shows the Merchandise type and the sum of each transaction. I would call the table Mechandise Type

3. Create a table that shows the department and the sum of transaction. I would call the table Transaction by Department

 

I am sure there is a better way, than my suggestion. hopefully this gives you an idea

Helpful resources

Announcements
Microsoft Fabric Learn Together

Microsoft Fabric Learn Together

Covering the world! 9:00-10:30 AM Sydney, 4:00-5:30 PM CET (Paris/Berlin), 7:00-8:30 PM Mexico City

PBI_APRIL_CAROUSEL1

Power BI Monthly Update - April 2024

Check out the April 2024 Power BI update to learn about new features.

April Fabric Community Update

Fabric Community Update - April 2024

Find out what's new and trending in the Fabric Community.