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mail2vjj's avatar
mail2vjj
Icon for Helper III rankHelper III
8 years ago

Calculation using PATH function Hierarchy

Hello everyone,   I am trying to do a calculation based on a hierarchy.   I have a table with Names and their Parents and I have created a hierarchy using the PATH function.   I have sales data...
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Zubair_Muhammad's avatar
Zubair_Muhammad
Icon for Community Champion rankCommunity Champion
8 years ago

Hi mail2vjj

 

Please try this MEASURE

 

Commission1 =
VAR myparent =
    SELECTEDVALUE ( Sales[Name] )
VAR Children_ =
    ADDCOLUMNS (
        CALCULATETABLE (
            VALUES ( 'Hierarchy'[Name] ),
            FILTER ( ALL ( 'Hierarchy' ), 'Hierarchy'[Parent] = myparent )
        ),
        "MySales", CALCULATE (
            SUM ( Sales[Sales] ),
            FILTER ( ALL ( Sales ), Sales[Name] = EARLIER ( 'Hierarchy'[Name] ) )
        )
    )
RETURN
    SUMX ( Children_, [MySales] ) * .05
        + SUM ( Sales[Sales] ) * .1
Zubair_Muhammad's avatar
Zubair_Muhammad
Icon for Community Champion rankCommunity Champion
8 years ago

mail2vjj

 

I am not sure if above is the best way to do it...
But atleast it works with your sample data:smileywink:

 

  • Zubair_Muhammad's avatar
    Zubair_Muhammad
    Icon for Community Champion rankCommunity Champion
    8 years ago

    mail2vjj

     

    To get Commission 2, you can try this MEASURE

     

    Commission_2 =
VAR myparent =
    SELECTEDVALUE ( Sales[Name] )
VAR DC =
    ADDCOLUMNS (
        ADDCOLUMNS (
            FILTER (
                ALL ( 'Hierarchy' ),
                PATHCONTAINS ( 'Hierarchy'[Name Path], myparent )
            ),
            "ParentPosition", FIND ( myparent, SUBSTITUTE ( 'Hierarchy'[Name Path], "|", "" ), 1, 0 )
        ),
        "Direct Child", MID ( SUBSTITUTE ( 'Hierarchy'[Name Path], "|", "" ), [ParentPosition] + 1, 1 )
    )
VAR IDC =
    ADDCOLUMNS (
        ADDCOLUMNS (
            DC,
            "IndirectChild1", MID ( SUBSTITUTE ( 'Hierarchy'[Name Path], "|", "" ), [ParentPosition] + 2, 1 )
        ),
        "IndirectChild2", MID ( SUBSTITUTE ( 'Hierarchy'[Name Path], "|", "" ), [ParentPosition] + 3, 1 )
    )
VAR DirectChildren =
    ADDCOLUMNS (
        DISTINCT ( SELECTCOLUMNS ( DC, "DC", [Direct Child] ) ),
        "Mysales", CALCULATE ( SUM ( Sales[Sales] ), FILTER ( ALL ( Sales ), Sales[Name] = [DC] ) )
    )
VAR IndirectChildren =
    ADDCOLUMNS (
        DISTINCT (
            UNION (
                SELECTCOLUMNS ( IDC, "IDC", [IndirectChild1] ),
                SELECTCOLUMNS ( IDC, "IDC", [IndirectChild2] )
            )
        ),
        "Mysales", CALCULATE (
            SUM ( Sales[Sales] ),
            FILTER ( ALL ( Sales ), Sales[Name] = [IDC] )
        )
    )
RETURN
    SUMX ( IndirectChildren, [Mysales] ) * .01
        + SUMX ( directChildren, [Mysales] ) * .05
        + SUM ( Sales[Sales] ) * .1
    • mail2vjj's avatar
      mail2vjj
      Icon for Helper III rankHelper III
      8 years ago

      Hi Zubair_Muhammad,

       

      First of all a huge thanks for taking the pain yet again to write that mammoth code.

       

      Your code is working but only to a certain extent.

       

      As you can see in both Commission 1 & 2, the calculation of the commission is correct but at the grand total level, there is a mistake.

       

      This is what the totals should be and the code shows, Commission_1 = 58.5 and Commission_2 = 57, which are not correct.

       

      NameSalesCommission_1Commission_2
      A301014
      B6012.513.9
      C8014.514.5
      D801515
      E5055
      F8088
      G5055
      H6066
      I8088
      Total5708489.4

       

      Also, I am trying to use a Hierarchy slicer on the table and the measures that you sent and it is showing me number is places, that it shouldn't.

       

      In the following picture, when I select the B hierarchy, it is still showing me 1.50 for A, C, F & G.

      Again, after selecting the B hierarchy, the grand total is wrong, For commission 1 it should be 46.5 (12.5+15+5+6+8) and commission 2 should be 47.9 (13.9+15+5+6+8).

       

      But as you can see in the following picture, the totals are wrong again and it is still showing me values for other names even after the slicer is selected.

      So can you please help fixing this and meanwhile if I come up with something, I will post about it.

       

      I am updating the files in OneDrive as well.

      https://1drv.ms/f/s!Ap0qSKP-4qpThCc1sSXanmibgIff

       

      Again, thank you for taking the effort to write all that code.

       

      Vishesh Jain

       

      • Zubair_Muhammad's avatar
        Zubair_Muhammad
        Icon for Community Champion rankCommunity Champion
        8 years ago

        mail2vjj

         

        The problem of incorrect totals can be resolved using these additional MEASURE

         

        Com1 =
IF (
    HASONEFILTER ( Sales[Name] ),
    [Commission_1],
    SUMX ( ALLSELECTED ( Sales[Name] ), [Commission_1] )
)
        Com2 =
IF (
    HASONEFILTER ( Sales[Name] ),
    [Commission_2],
    SUMX ( ALLSELECTED ( Sales[Name] ), [Commission_2 )
)