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So I have a parent-child hierarchy represented as a matrix. It works fine when it is fully expanded (i.e. the right account id corresponds to the right account balance) as seen below. And the current balance adds up correctly, so sum(yellow)=sum(green)=sum(blue)=sum(pink)=grey
But when I collapse the list into level 1, all of the values are added up. This makes the current balance wrong, because the value already represents the sum of the child accounts. So for example, for account 3-000 the amount should be 100,000 the same as in the above picture, not 380,000.
I want the balance for each account to stay with their account number, and not add on the child accounts. I want the matrix to look like this:
Any help would be greatly appreciated!!
Solved! Go to Solution.
@Anonymous so you don't want each level to rolling up to the higher level, just use the value whatever it is at that level, correct?
if that is the case, just add a measure with MAX and that should do it and use this measure in your visuals
Value = MAX ( Table[Current Balance] )
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@Anonymous so you don't want each level to rolling up to the higher level, just use the value whatever it is at that level, correct?
if that is the case, just add a measure with MAX and that should do it and use this measure in your visuals
Value = MAX ( Table[Current Balance] )
I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos whoever helped to solve your problem. It is a token of appreciation!
⚡Visit us at https://perytus.com, your one-stop shop for Power BI related projects/training/consultancy.⚡
Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!
Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo
If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤
Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.
I realized I have another issue because some numbers are negative. Since this measure gives me the max, it gives me zero instead of the smallest negative number for some accounts.
Do you know any way to fix this?
Thanks!
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