topic Re: In a Matrix hierarchy, alter one node to a desired value in DAX Commands and Tips

In a Matrix hierarchy, alter one node to a desired value

Petr_M — Fri, 19 Jul 2024 12:07:55 GMT

I have a matrix of sales in a hierarchy.

For the SubCategory x, I want to correct the value 16 to a more up-to-date 24. So I want to normalize that node and all its children by a factor 24/16. I think I'm able to do that part.

What I cannot figure out is adjusting the parent node and the total.

Any help would be highly appreciated.

Re: In a Matrix hierarchy, alter one node to a desired value

Anonymous — Fri, 19 Jul 2024 08:55:58 GMT

Hi Petr_M,

For your requirements, please create a new calculated column as shown below:

Result = VAR XSub = CALCULATE( SUM('Table'[Sales]), FILTER( 'Table', 'Table'[SubCategory] = "X" ) ) VAR Divb = 24/XSub VAR TotalSales = IF( 'Table'[SubCategory]= "X", 'Table'[Sales] * Divb, 'Table'[Sales] ) RETURN TotalSales

Result:

Best regards,

Joyce

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Re: In a Matrix hierarchy, alter one node to a desired value

Petr_M — Fri, 19 Jul 2024 12:09:20 GMT

Thank you Anonymous, this looks promising!

I only added the Category into identification of the node (as X may occur in other Categories as well) and it works perfectly.

However, my real life scenario works with a measure instead of Sales. I should have realized this was relevant to my question. I attempted to apply the proposed logic there but my calculated column returns nothing. So I assume it needs to be a measure as well which likely changes the context and would require a more complex solution :/.

Re: In a Matrix hierarchy, alter one node to a desired value

Anonymous — Mon, 22 Jul 2024 08:48:19 GMT

Hi Petr_M ,
Thank you for your reply and if possible, please upload your pbix example file so we can better test it for you.

Re: In a Matrix hierarchy, alter one node to a desired value

Petr_M — Tue, 30 Jul 2024 11:12:38 GMT

Sorry for the delay in getting back to you! I had some busy days and had to strip my pbix of useless and confidential data.

On the right, there is your working example.

On the left, I'm attempting to replicate it in a more complex scenario. I have a digit_database fact table with three months. I choose the Actual month and want to display the original data (Act) and the Result which has the value of B/X node and its children normalized to given B/X sum.
I have different hierarchy level names (UNIT, RWA_TYPE, Segment1) and the hierarchy is defined outside of the fact table. So far, I was unable to figure this out.

Example.pbix

Re: In a Matrix hierarchy, alter one node to a desired value

Anonymous — Fri, 02 Aug 2024 08:47:07 GMT

Hi Petr_M ,
Thank you for your sample pbix file, please try following measure to check the result:

MeasureTotal = VAR Denominator=CALCULATE([RWA Digit Actual], FILTER( 'digit_database', 'digit_database'[NWU]= "B" && 'digit_database'[RWA_TYPE] = "X" )) VAR Ratio = 24/Denominator VAR TotalSales=SUMX( SUMMARIZE( digit_database, digit_database[NWU],digit_database[RWA_TYPE], "CalculatedValue", IF( SELECTEDVALUE(digit_database[NWU]) = "B", SWITCH(digit_database[RWA_TYPE],"X", SUMX( FILTER(digit_database, digit_database[NWU] = "B" ), [RWA Digit Actual] * Ratio ),[RWA Digit Actual]), SUMX( FILTER(digit_database, digit_database[NWU] <> "B"), [RWA Digit Actual] ) ) ), [CalculatedValue] ) RETURN TotalSales

Best regards,

Joyce

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Re: In a Matrix hierarchy, alter one node to a desired value

Petr_M — Fri, 02 Aug 2024 08:21:50 GMT

Thank you, I really appreciate the time you put into this. That's some advanced stuff, I wouldn't be able to come up with.
At a first glance, however, the desired B/X sum seems to be 24.09 rather than 24.00. And the

[RWA Digit Actual] * 3

part looks a bit suspicious to me.

Re: In a Matrix hierarchy, alter one node to a desired value

Anonymous — Fri, 02 Aug 2024 08:40:00 GMT

Petr_M ，

Sorry for forgetting to change the test data, I've updated the above reply to the correct version.

Best regards,

Joyce

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Re: In a Matrix hierarchy, alter one node to a desired value

Petr_M — Fri, 02 Aug 2024 09:49:55 GMT

I tried to change the 3 to Denominator before, but this leads to everything under X being 24.

Re: In a Matrix hierarchy, alter one node to a desired value

Anonymous — Mon, 05 Aug 2024 02:16:46 GMT

Hi Petr_M ,
Use the All function to ignore any filters that might have been applied during calculate

denominator.

MeasureTotal =
VAR Denominator=CALCULATE([RWA Digit Actual],
FILTER(
ALL('digit_database'),
'digit_database'[NWU]= "B" && 'digit_database'[RWA_TYPE] = "X"
))
VAR Ratio = 24/Denominator
VAR TotalSales=SUMX(
SUMMARIZE(
digit_database,
digit_database[NWU],digit_database[RWA_TYPE],
"CalculatedValue",
IF(
SELECTEDVALUE(digit_database[NWU]) = "B",
SWITCH(digit_database[RWA_TYPE],"X",
SUMX(
FILTER(digit_database, digit_database[NWU] = "B" ),
[RWA Digit Actual] * Ratio
),[RWA Digit Actual]),
SUMX(
FILTER(digit_database, digit_database[NWU] <> "B"),
[RWA Digit Actual]
)
)
),
[CalculatedValue]
)
RETURN TotalSales

Another simple measure for your reference:

Measure =

VAR Denominator = CALCULATE(

[RWA Digit Actual],

FILTER(

ALL('digit_database'),

'digit_database'[NWU] = "B" && 'digit_database'[RWA_TYPE] = "X"

)

VAR Ratio = 24 / Denominator

RETURN SUMX(

ADDCOLUMNS(

digit_database,

"CalculatedValue",

IF(

[NWU] = "B" && [RWA_TYPE] = "X",

[RWA Digit Actual] * Ratio,

[RWA Digit Actual]

)

[CalculatedValue]

)
Result:

Best regards,

Joyce

If this post helps, then please considerAccept it as the solution to help the other members find it more quickly.

Re: In a Matrix hierarchy, alter one node to a desired value

Petr_M — Fri, 09 Aug 2024 13:54:11 GMT

Thank you so much, works perfectly!