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Helper III
Helper III

Filter data in heirachy

I am trying to filter data in this table so any customer above 15% should show only.


I am having troubles creating a filter that allows me to filter at this level and keep the account rows under them when the account rows are less than 15% but add to greather than 15% on a customer level.


As example Customer 1 is totalled 16% but because the accounts are both only 8% these rows are getting filtered out.




% Sales = DIVIDE([Total Sales], CALCULATE([Total Sales], All(Customer), All (Account)))


Any help would be great.


Still doesnt quite sort it out. Its ok I have managed to find a way to do it.

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Helper II
Helper II


you can use ISINSCOPE() function to work on the hierarchy level that you're interested in.

Here's the guide: Distinguishing HASONEVALUE from ISINSCOPE - SQLBI

Super User
Super User

@av9 , create a measure like this and use visual level filter


% filter Sales = calculate(DIVIDE([Total Sales], CALCULATE([Total Sales], all())), allexcept(table, Table[customer]))

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Its creating the visual level filter thats the issue. Seems to always not include the 3rd level in heirarchy (Account)




Community Champion
Community Champion

You can try something like below which will calculate the percentage on the account level.

Account % =
CALCULATE ( [% Measure], ALLEXCEPT ( tbl, tbl[account] ) )

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Still doesnt quite sort it out. Its ok I have managed to find a way to do it.

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