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Frequent Visitor

Display growth of parent value in matrix

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:

 

NameSalesGrowth
Customer 1120020%
Customer 2800-5%
Customer 3123430%

 

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.

 

NameSalesGrowthGrowth parent
Child 1 - Customer 1500-17%20%
Child 2 - Customer 170017%20%

 

How can this be handled?

 

thanks and best regards,

Andreas

8 REPLIES 8
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Frequent Visitor

Re: Display growth of parent value in matrix

It would be helpful if you can say how many levels you are going to have.

Highlighted
Frequent Visitor

Re: Display growth of parent value in matrix

sorry, I will have 4 levels in total.

 

1

1.1

1.1.1

1.1.1.1

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Microsoft
Microsoft

Re: Display growth of parent value in matrix

@Andreas_AUT,


Do you have different tables to store the child items? If so, what field do you use to create relationships between tables?

Regards,
Lydia

Community Support Team _ Lydia Zhang
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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Frequent Visitor

Re: Display growth of parent value in matrix

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

Highlighted
Microsoft
Microsoft

Re: Display growth of parent value in matrix

@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

Community Support Team _ Lydia Zhang
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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Frequent Visitor

Re: Display growth of parent value in matrix

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

 

 

 

 

 

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Microsoft
Microsoft

Re: Display growth of parent value in matrix

@Andreas_AUT,

Is there any possiblity that you share me the PBIX file via Private Message?

Regards,
Lydia

Community Support Team _ Lydia Zhang
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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Super User V
Super User V

Re: Display growth of parent value in matrix

Hi,

 

Share a dataset and show the the expected result.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

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