Forum Discussion

CJANE's avatar
CJANE
Icon for Helper I rankHelper I
9 years ago

Drill Down - Different Values

I have an example where I have a composite return for a group of funds with the same strategy.  I want to be able to show the composite return for each strategy.  From there I want to drill-down to t...
BhaveshPatel's avatar
BhaveshPatel
Icon for Super User rankSuper User
9 years ago

Can you please post a sample file or data. Yes it is possible with many options available. 

 

 

Thanks & Regards,

Bhavesh

CJANE's avatar
CJANE
Icon for Helper I rankHelper I
9 years ago

Not sure if you can load attachments - hopefully the information below will suffice.  Thanks for your help.

 

FUNDFUND STRATEGYFUND TOTAL RETURNSTRATEGY TOTAL RETURN
FUND A1A2.00%3.00%
FUND A2A2.20%3.00%
FUND A3A2.30%3.00%
FUND A4A6.00%3.00%
FUND B1B8.20%15.00%
FUND B2B9.60%15.00%
FUND B3B12.30%15.00%
FUND B4B18.20%15.00%
  • Anonymous's avatar
    Anonymous
    Not applicable
    9 years ago

    Hi CJANE,

    When dragging STRATEGY TOTAL RETURN and FUND TOTAL RETURN fields to Value as follows, does the visual give your desired result?


    For more details, please review this PBIX file. Please post output result if the above visual cannot meet your requirement.

    Thanks,
    Lydia Zhang