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twilbour
Helper I
Helper I

Power Pivot - Subtotals for all hierarchy levels

I'm working on a financial report.  The reporting entity has five levels of hierarchy.  There are hundreds of subs.  We're trying to produce a pretty simple 3 line report for each level of the roll up that shows actual, budget, variance, ytd, py as columns and revenue, expense and income as rows.  The problem is I get the revenue, expense, NI for the inner lowest level entity, but only the NI for all the others.  The only way I've been able to produce the report is using cube formulas, which require a lot of maintenance.  

Here's what I want

                        Actual          Budget           Variance      YTD        PY         Full Yr Budget

Parent 1

  Sub 1

    Sub A

      Rev

      Exp

      NI

   Sub B

     Rev

     Exp

     NI

Sub 1 (sum of sub a&B)

   Rev

   Exp

    NI

Parent 1 (sum of sub 1 (and 2 or whatever)

   Rev

    Exp

    NI

 

What I get is

 

Parent 1

   Sub 1 

    Sub A

       Rev

       Exp

       NI

   Sub B

      Rev

      Exp

      NI

Sub 1 - NI

Parent 1 - NI

1 REPLY 1
v-kelly-msft
Community Support
Community Support

Hi  @twilbour ,

 

Are you using Power BI or Excel for analyzing?If it is Excel,you'd better turn to office 365 forum for a better support.

If it is Power BI,would you provide some sample data for test?

 

Best Regards,
Kelly

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