topic Re: Applying different weights on each level of hierarchy in DAX Commands and Tips

Applying different weights on each level of hierarchy

soldous — Sun, 11 Feb 2024 05:57:24 GMT

Hello,

I have PnL fact table like this: fact_table([id],[date],[account_key],[sales_amount]) and dimension for PnL hierarchy like this: dimension_table([account_key],[level_1_name],[level_2_name],[level_2_weight],[level_3_name],[level_3_weight],[level_4_name],[level_4_weight],[level_5_name],[level_5_weight]) relationship between those table is M:N through account_key.

I need to calculate sum of sales_amount with applying the correct weight when going from a lower level of the hierarchy to a higher one.

Not all levels for each account is valid -> each level except one can be null.

I tried everything with INSCOPE, RELATED, SWITCH and SUMX but nothing worked for me.

Link to the file here: PBIX

I would very much appreciate any help.

Thank you very much in advance.

Re: Applying different weights on each level of hierarchy

lbendlin — Sat, 10 Feb 2024 21:39:32 GMT

Please provide sample data that covers your issue or question completely, in a usable format (not as a screenshot).

Do not include sensitive information or anything not related to the issue or question.

If you are unsure how to upload data please refer to https://community.fabric.microsoft.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-Forum/ba-p/963216

Please show the expected outcome based on the sample data you provided.

Want faster answers? https://community.fabric.microsoft.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447523

Re: Applying different weights on each level of hierarchy

soldous — Sat, 10 Feb 2024 22:17:51 GMT

PBIX file with sample data

Report with sample data here.

Thank you

Re: Applying different weights on each level of hierarchy

lbendlin — Sat, 10 Feb 2024 23:55:16 GMT

access denied

Re: Applying different weights on each level of hierarchy

soldous — Sun, 11 Feb 2024 05:55:46 GMT

I'm sorry. It should be fixed right now.

Re: Applying different weights on each level of hierarchy

lbendlin — Sun, 11 Feb 2024 23:39:02 GMT

Looks like you mixed up your dimension and fact tables? How are they supposed to correlate?

Re: Applying different weights on each level of hierarchy

soldous — Mon, 12 Feb 2024 06:41:35 GMT

I didn't.

In Fact the pnl_acc_chart_key.2 is a FK to the Dimension. In the Dim the same column is not the primary key either. I keep only the necessary columns for the demo.

The Dim should act as a 5lvl hierarchy of accounts weight should be used when the sum of Custom form Fact goes from lower level to higher.

Relationship is through pnl_acc_chart_key.2

Re: Applying different weights on each level of hierarchy

lbendlin — Mon, 12 Feb 2024 22:34:33 GMT

So this would be the base. I don't see weights other than 1 and -1. Is that correct?

Is this what you are after?