custom aggregation in matrix not working

Anonymous — Mon, 28 Nov 2022 13:10:47 GMT

I have a matrix with 3 levels:

I have a custom aggregation, working fine, the dax code is:

FixedCosts = SUM('Table'[FCosts])

VariableCosts = SUM('Table'[VCosts])

Then create 2 measures:

Basic = VAR _sumat = [FixedCosts] + [VariableCosts] VAR _sumlevel2 = IF ( _sumat < 0, 0, _sumat ) RETURN IF ( ISINSCOPE ( 'Table'[Level3] ), _sumat, IF ( ISINSCOPE ( 'Table'[Comp] ), _sumlevel2 ) )

I want to add a higher level, that would just a simple SUM, but I am unable...

I tried re-writing the MEASURE as:

Result = VAR _LEVEL1 = SUMX ( SUMMARIZE ( FILTER ( ALL ( 'Table' ), 'Table'[Proj] = MAX ( 'Table'[Proj] ) && 'Table'[Comp] IN VALUES ( 'Table'[Comp] ) ), 'Table'[Proj], 'Table'[Comp] ), [Basic] ) VAR Higher_Level= SUMX ( SUMMARIZE ( FILTER ( ALL ( 'Client' ), 'Client'[Name] = MAX ( 'Client'[Name] ) && 'Table'[Proj] IN VALUES ( 'Table'[Proj] ) ), 'Client'[Name], 'Table'[Proj] ), [Basic] ) RETURN IF ( ISINSCOPE ( 'Table'[Proj] ), _LEVEL1, [Basic] ) IF ( ISINSCOPE ( 'Client'[Name]), Higher_Level, [Basic] )

but of course in the ALL ('Client') I am forced to use only one table, so I am not sure how to do it..

Re: custom aggregation in matrix not working

Anonymous — Tue, 29 Nov 2022 07:32:14 GMT

Hi Anonymous ,

According to your description, here are my steps you can follow as a solution.

(1) This is my test data.

(2) We can create a calculated column.

Column = VAR _level2 = CALCULATE ( SUM ( 'Table'[value] ), ALLEXCEPT ( 'Table','Table'[level2] ) ) RETURN IF ( _level2 > 0, 0, _level2 )

(3)Then we can create a measure.

Measure = SWITCH ( TRUE (), ISINSCOPE ( 'Table'[level3]), SUM ('Table'[value] ), SUM ( 'Table'[Column] ) )

(4) Then the result is as follows.

Best Regards,

Neeko Tang

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custom aggregation in matrix not working

Re: custom aggregation in matrix not working