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J_R_Cribb
Helper I
Helper I

Remove Measure at Drill Down level?

Hello All, 

 

I have a matrixwhereby I am showing Revenue & Forecast Revenue which can be filtered by month.

 

I would like to be able to drill down from Account Manager, to Customer, to Product, and have set up the matrix to enable this.

 

The Forecast Revenue field only has data for the Account Manager & Customer Levels, and doesn't exist at a Product level.

 

As a result of this, when I drill down to the Product Level, I am showing a sum of Forecast Revenue on every line which makes it look incredibly untidy - I'd like this to either show as '0', or have the column hidden when drilling down to product level.

 

Is this possible?

 

Forecast Revenue & Revenue are held in different tables.

 

Thank you in advance! 

 

 

1 ACCEPTED SOLUTION

Hi @J_R_Cribb,

 

Based on my test, you should be able to use the formula below to create a new measure to calculate Budget for Customer and Product accordingly, and show the measure instead of the Budget column on the Matrix in your scenario.

Measure for Budget = IF ( HASONEVALUE ( 'Product'[Product] ), 0, SUM ( Budget[Budget] ) )

r3.PNG

Here is the modified pbix file for your reference. Smiley Happy

 

Regards

View solution in original post

6 REPLIES 6
hemantsingh
Helper V
Helper V

Hi @J_R_Cribb,

 

  It would be great if you can provide some sample data & a snapshot of the end result you want to achieve.

 

Regards

Hi @hemantsingh

 

This is what I am currently seeing (Left table shows correct Budget at customer level, right table shows sum of budget when drilled down to product level.

 

I'd like to see a zero value in the Budget column when I drill down to view product.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Invoiced Table  Budget Table
CustomerProductInvoiced  CustomerBudget
1000001£10.00  1£50.00
1000002£20.00  2£100.00
1000002£20.00  3£90.00
2000003£50.00    
3000004£100.00    

 

 

 

I hope this data sample is satisfactory?

 

My data model is far more complex so tried to simplify as much as possible.

 

Thank you @hemantsingh

 

 

 

 

 

 

Hi @J_R_Cribb,

Forecast Revenue & Revenue are held in different tables.

Where are the Forecast Revenue and Revenue column? I haven't seen them in your sample data.

 

Could you share a sample pbix file(with just some mock data) which can reproduce the issue, so that we can better assist on it? You can upload it to OneDrive or Dropbox and post the link here. Do mask sensitive data before uploading. Smiley Happy

 

Regards

Hi @v-ljerr-msft

 

 

Please see below link to simple report.

 

https://1drv.ms/u/s!At3Y510MQDVqgjR9IUXahSceAsrV

 

Thank you

 

Hi @J_R_Cribb,

 

Based on my test, you should be able to use the formula below to create a new measure to calculate Budget for Customer and Product accordingly, and show the measure instead of the Budget column on the Matrix in your scenario.

Measure for Budget = IF ( HASONEVALUE ( 'Product'[Product] ), 0, SUM ( Budget[Budget] ) )

r3.PNG

Here is the modified pbix file for your reference. Smiley Happy

 

Regards

View solution in original post

Brilliant! Thank you @v-ljerr-msft !!

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