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karimm
Helper II
Helper II

Presenting a hierarchy with pre-calculated values (without aggregation)

Hi All

Really appreciate your help on an issue I've been struggling with for many days...

Tried looking for an answer in other posts but reached a dead end.

 

I have data shown in the screenshot below that is small part of a child-parent hierarchy (actual one has more rows and levels)

karimm_0-1653998720615.png

 

 

As you can see, for each item, I have duration, planned progress % and actual progress %.

All these fields are pre-calculated in the data source.

I applied the parent-child pattern (https://www.daxpatterns.com/parent-child-hierarchies/) and got the following table:

karimm_1-1653998720617.png

 

The question is:

Is there a way to present this hierarchy in a visual without the visual aggregating on the 3 fields?

I need a visual that will allow drilling up/down in the hierarchy while displaying the pre-calculated values on each level.

 

I tried the matrix visual, and tried 2 different configurations:

Matrix-Configuration1

I apply the following configuration for the matrix (the values section is aggregating

karimm_2-1653998720621.png

 

Matrix-Configuration1-Result

When the hierarchy is fully expanded, we can see that Actual progress % of Parent1 is matching the original data (38%).

karimm_3-1653998720622.png

 

But when collapsing Parent1, the aggregation value (42%) is shown.

 

karimm_4-1653998720623.png

 

              Is there a way to request PowerBI matrix not to aggregate when row is collapsed? I’m ready to use any other visual if needed.

Matrix-Configuration2

Inspired by Excel’s Tabular Form layout in Pivot Tables, I tried putting all fields in rows bucket, and disabled stepped layout

karimm_5-1653998720625.png

 

Matrix-Configuration2-Result

When the hierarchy is fully expanded, we can see that fields are showing the actual numbers. Example: Actual Progress is 38%

karimm_6-1653998720627.png

 

But when collapsing Parent1, all values disappear.

karimm_7-1653998720628.png

 

Thank you very much in advance

 

2 REPLIES 2
amitchandak
Super User
Super User

Thank you so much Amit. 

I haven't applied it yet, but seems this will help me a lot!

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