Using 2 numeric values at different granularities on the same visualisation

[simonroyjones]

I have a visualisation which is at transaction level and shows all transactions for an account.

I now want to add some additional data in another table which is at account level.

I don't seem to have the option to 'not summarize' the account level data and it tries to aggregate it by sum, count, etc.

Is there any way I can mix the data at different granularity levels?

Thanks

Simon

[v-frfei-msft]

Hi @simonroyjones,

How about changing the columns to text type? If it doesn't meet your requirement, kindly share your sample data and excepted result to me. Please upload your files to One Drive and share the link here.

Regards,

Frank

[simonroyjones · Accepted solution]

Hi Frank

Thank you for taking the time to respond.

I have actually resolved the problem but will give some more information in case it helps someone else.

I have 2 tables (below). AccountsData is at transaction level (multiple transactions per account) and AccountsDataSummary is at account level.

If I tried to create a visualization that included data from both tables (a table with a list of transactions from AccountsData and a card with OpeningBalance from AccountsDataSummary) I would get a massive number in the card as below:

I managed to correct this by editing the relationship between the tables and changing the cross filter direction from single to both.

My visualization now looks like this:

Thanks again for the help.

I hope this is useful.

Simon

[Greg_Deckler]

I'm not clear on what you are asking for. Can you clarify? As in an example perhaps?