Hierarchy in Table.

[MintuBaruah]

Hello @all,

Entity Table:

Role		Name		Status		Segment
Associate Manager		Imtiyaz		Live_In Admin		Institutional
Director		Ryan		Live/In Dissolution		Institutional
Associate Manager		Bhisham		Live/In Dissolution		Institutional
Director		Ryan		Live_In Admin		Private
Associate Manager		Bhisham		Live/In Dissolution		Private
Director		Ryan		Live_In Admin		Institutional
Associate Manager		Girish		Live_In Admin		Institutional
Director		Ryan		Live/In Dissolution		Institutional
Associate Manager		Imtiyaz		Live/In Dissolution		Corporate

I have a data set that is similar to the above table.

I have to find the Count number of rows with the status "Live/In Dissolution".

This should be shown for the Different Segments

But the issue is that there is a hierarchy in the data i.e, "Associate Manager" comes under "Director".  So the Count of "Associate Manager" should also be added to the count of "Director".

I am trying to show this with the help of Matrix, but the "Director" in this case "Ryan" is not showing the added values.

This Is the Measure I am using to Count Rows:

CALCULATE(
    COUNTROWS('Entity Table'),
    FILTER('Entity Table','Entity Table'[Status]="Live/In Dissolution")
)

Please help resolve this issue.

Thank you.

[smpa01]

Hi, @MintuBaruah 

in order to work with Hierarchy in DAX you need to utilize PATH function

and in order utilize PATH function your data table must assign EMP# and the Manager No# like following

| Role              | Name    | Status              | Segment       | Emp# | Manager |
|-------------------|---------|---------------------|---------------|------|---------|
| Associate Manager | Imtiyaz | Live_In Admin       | Institutional | 4    | 1       |
| Director          | Ryan    | Live/In Dissolution | Institutional | 1    |         |
| Associate Manager | Bhisham | Live/In Dissolution | Institutional | 2    | 1       |
| Director          | Ryan    | Live_In Admin       | Private       | 1    |         |
| Associate Manager | Bhisham | Live/In Dissolution | Private       | 2    | 1       |
| Director          | Ryan    | Live_In Admin       | Institutional | 1    |         |
| Associate Manager | Girish  | Live_In Admin       | Institutional | 3    | 1       |
| Director          | Ryan    | Live/In Dissolution | Institutional | 1    |         |
| Associate Manager | Imtiyaz | Live/In Dissolution | Corporate     | 4    | 1       |

Once you have that, create one calculated column as following

_path = PATH('Entity Table'[Emp#],'Entity Table'[Manager])

Count = 
CALCULATE (
    COUNTROWS ( 'Entity Table' ),
    FILTER ( 'Entity Table', 'Entity Table'[Status] = "Live/In Dissolution" )
)

Count2 = 
CALCULATE (
    COUNTROWS ( 'Entity Table' ),
    FILTER (
        'Entity Table',
        'Entity Table'[Status] = "Live/In Dissolution"
            && 'Entity Table'[Role] <> "Director"
    )
)

_finalCount = 
VAR _0 =
    CALCULATE (
        MAX ( 'Entity Table'[_path] ),
        FILTER ( VALUES ( 'Entity Table'[Role] ), 'Entity Table'[Role] = "Director" )
    )
VAR _1 =
    CALCULATE (
        [Count],
        FILTER (
            ALLEXCEPT ( 'Entity Table', 'Entity Table'[Segment] ),
            PATHCONTAINS ( 'Entity Table'[_path], _0 )
        )
    )
RETURN
    _1 + [Count2]

the Pbix is attached here

https://1drv.ms/u/s!AkrysYUHaNRvhcV78HPm3Rzop5yb_A?e=Aw5DZz

[MintuBaruah]

Hi @smpa01 

Thank you for the reply. 

This solution is working but there is one problem I have to show this in a Matrix visualization and the Grand total is showing the wrong values (Please refer to Screenshot 1).

Screenshot 1:

Is there any solution to this issue as there is no option to disable this?

[smpa01]

@MintuBaruah  what is your desired output?

[MintuBaruah]

@smpa01 , I just noticed in the Screenshot above the Director's total is incorrect but it is showing the correct values in my data.

Anyways, Grand total should also reflect the total of the "Director". As that is the total count.

In this case, the Director should have a total as:

Corporation: 1, Institutional: 3, Private: 1

Same total for Grand total

Thanks.

[smpa01]

@MintuBaruah  can you please confirm if you desire to see 1 in the highlighted section? Please explictly tell me what is your final desired output either through an expliict screenshot or table

[MintuBaruah]

@smpa01 , yes. 

For Director- Corporation: 1, Institutional: 3, Private: 1

For Total- Corporation: 1, Institutional: 3, Private: 1

Thanks.