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.
Dear all,
I am working for some time now with Power BI and now got several requests and one of them is (from my perspective or I am thinking to complicated) a tricky one:
In a matrix we have the sales per customer:
Name | Sales | Growth |
Customer 1 | 1200 | 20% |
Customer 2 | 800 | -5% |
Customer 3 | 1234 | 30% |
Each customer has several childs and when I drill down in one Customer in the matrix, Now I should show the Growth of the child and the growth of the parent (customer). e.g.
Name | Sales | Growth | Growth parent |
Child 1 - Customer 1 | 500 | -17% | 20% |
Child 2 - Customer 1 | 700 | 17% | 20% |
How can this be handled?
thanks and best regards,
Andreas
It would be helpful if you can say how many levels you are going to have.
sorry, I will have 4 levels in total.
1
1.1
1.1.1
1.1.1.1
Do you have different tables to store the child items? If so, what field do you use to create relationships between tables?
Regards,
Lydia
Dear Lydia,
I have got the follwoing setup
Table 1:
Customer, Child, Sales
Table 2:
Distinct(Table 1[Customer])
I linked those customers also to the forecast and the plan figures. Those two Tables are linked together (1:N).
The planning/forecasting ist not done on child but on customer level, therefore I use the Childs directly from Table 1.
best regards,
Andreas
@Andreas_AUT,
What logic do you use to calculate Growth? Please review the following blog about how to provide sample data.
https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490
Regards,
Lydia
Hi Lydia,
sorry for the incomplete information. I was not aware of the full information that should be supplied.
My formulars are the following:
Growth = [Sales FaceValue YTD EUR]/[LY FaceValue YTD EUR]-1
Sales FaceValue YTD EUR = TOTALYTD(SUM(Sales[Sales FaceValue EUR]);'Date'[Date];"02/28")
LY FaceValue YTD EUR = CALCULATE([Sales FaceValue YTD EUR];DATEADD('Date'[Date];-1;YEAR))
the field: Sales FaceValue EUR is just a calculated column in my data in order to get all different curencies to EUR.
Sorry for the inconveniences caused.
best regards,
Andreas
Hi,
Share a dataset and show the the expected result.
@Andreas_AUT,
Is there any possiblity that you share me the PBIX file via Private Message?
Regards,
Lydia
Covering the world! 9:00-10:30 AM Sydney, 4:00-5:30 PM CET (Paris/Berlin), 7:00-8:30 PM Mexico City
Check out the April 2024 Power BI update to learn about new features.
User | Count |
---|---|
109 | |
98 | |
77 | |
66 | |
54 |
User | Count |
---|---|
144 | |
104 | |
100 | |
86 | |
64 |