How to show hierarchy result in matrix

[pra137]

Hello guys, 

I want to show the hierarchical data in matrix visual,like manager name under that sales persons of that manager and I also want to see manager's data how to show that..below is my sample data 

Manager name  sales person 

A                            B

B                             c

A                            F

C                            G

A                            H

F                             A

I want matrix like

Manager name

A

    A

    B

    F

   H

Please help 

[v-yanjiang-msft · Accepted solution]

Hi @pra137 ,

According to your description, here’s my sample data.

Method1

In this case, Manager cannot join his own scope according to the data structure.

You can add a measure to calculate the value of manager separately.

Measure =
VAR _MANAGE =
    CALCULATETABLE ( VALUES ( 'Table (2)'[Manager name] ), ALL ( 'Table (2)' ) )
RETURN
    IF (
        MAX ( 'Table (2)'[Sales person] ) IN _MANAGE,
        SUM ( 'Table (2)'[Sales] ),
        BLANK ()
    )

Method2

Change the data source or create a new table in order to achieve the desired result.

Copy 1to 2 and 3, copy 4 to 5.

Put Manager name and Sales person to rows and put Sales to values, then get the expected result.

I attach my sample below for reference.

Best Regards,
Community Support Team _ kalyj

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[pra137]

Hello @v-yanjiang-msft 

Whenever we apply RLS on Method 2 solution, I mean when Manager A will log in to report. He is seeing manager A data and also Manager F data with sales person A..which is not correct I only want to show Manager A data..Is it possible..?

[v-yanjiang-msft]

Hi @pra137 ,

F is shown under the manager A is because F is a sales person of manager A in your sample.

Best Regards,
Community Support Team _ kalyj

[pra137]

Hello @v-yanjiang-msft 

How to copy data as u shown in method 2 with live data..?

[MFelix]

Hi @pra137 ,

Believe that for this you need to use the Parent Child hiererchy check the link below:

https://www.daxpatterns.com/parent-child-hierarchies/