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CJANE
Helper I
Helper I

Drill Down - Different Values

I have an example where I have a composite return for a group of funds with the same strategy.  I want to be able to show the composite return for each strategy.  From there I want to drill-down to the undelying funds of the strategy to show the return of each individual fund.  I set my axis hierarchy to Strategy, Individual Fund, Individual Fund Return.  The value is set to strategy return.  When I drill down to the invidual funds the bar graph still reflects the performance of the strategy.  Is it possible to show two different values depending on the axis?

3 REPLIES 3
BhaveshPatel
Community Champion
Community Champion

Can you please post a sample file or data. Yes it is possible with many options available. 

 

 

Thanks & Regards,

Bhavesh

Thanks & Regards,
Bhavesh

Love the Self Service BI.
Please use the 'Mark as answer' link to mark a post that answers your question. If you find a reply helpful, please remember to give Kudos.

Not sure if you can load attachments - hopefully the information below will suffice.  Thanks for your help.

 

FUNDFUND STRATEGYFUND TOTAL RETURNSTRATEGY TOTAL RETURN
FUND A1A2.00%3.00%
FUND A2A2.20%3.00%
FUND A3A2.30%3.00%
FUND A4A6.00%3.00%
FUND B1B8.20%15.00%
FUND B2B9.60%15.00%
FUND B3B12.30%15.00%
FUND B4B18.20%15.00%

Hi @CJANE,

When dragging STRATEGY TOTAL RETURN and FUND TOTAL RETURN fields to Value as follows, does the visual give your desired result?
1.PNG2.PNG


For more details, please review this PBIX file. Please post output result if the above visual cannot meet your requirement.

Thanks,
Lydia Zhang

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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