Dynamic Share Percentage Based on Hierarchy Orientation
Hello Experts, I have the below issue in my PBI report that I am in need of some assistance to resolve. The requirements given to us by the business unit seem very straight forward, but appear to be very complex in PBI. Please see below the requirements and an example. Feel free to ask any questions that would help get this answered. Thank you all.
Using a matrix visual, create a hierarchy that will show the subtotal percentage of the selected parent. The parent and child attributes will not be known until they are input into the hierarchy. This is because the data that we have does not have set parent/child attributes.
It is also worth noting that we have 10+ hierarchy orientations that are known, and many more that may be unknown. So we can not hard code any of the orientation layouts, this must be completely dynamic.
Left image can be normalized as: "Company A had 8 channels that contributed to 69 percent of the total profit. Of those channels, we can see the share percentage of each. These sub categories sum to 100% of the parents total."
Right image is basically the inverse: "Channel 1 was made up for two profit channels; A & B. Of those two channels, A did 87% of revenue and B did 12%. These sub categories sum to 100% of the parents total."
Hello @lbendlin , thank you for your continued support on this. I posted some sample data above, and have created some of the pivots that we would expect to be able to create from this data. The screenshot below shows these pivots that have the % of the parent row as we would expect. Please let me know if you have any further questions. Thank you!