@Analystpwrnewbi
It seems like you're encountering an issue with aggregating data at different levels of granularity when using a matrix visualization in Power BI. To ensure that the matrix correctly calculates and displays data for both groups and departments across quarters, follow these steps:
### 1. Verify Relationships and Data Model
Firstly, ensure that your data model has established relationships between the tables correctly. It sounds like you have two main tables:
- **Groups Table**: Contains 15 groups with calculated columns for attrition rate and vacancy rate.
- **Departments Table**: Contains 65 departments that belong to these groups.
Make sure there is a relationship defined between the `Groups` table and the `Departments` table, typically based on a common key such as `GroupID`.
### 2. Setting Up the Matrix Visualization
When setting up your matrix visualization in Power BI:
- **Rows**: Place `Groups` first and `Departments` second in the Rows section of the matrix.
- **Columns**: Use `Quarters` in the Columns section.
- **Values**: Add the measures for `Attrition Rate` and `Vacancy Rate` to the Values section.
### 3. Define Measures Correctly
Ensure your measures (`Attrition Rate` and `Vacancy Rate`) are defined to aggregate correctly across different levels (groups and departments):
- If you're using calculated columns, ensure they are correctly defined at the department level and that they aggregate appropriately when summed up to the group level.
- If you're using DAX measures to calculate attrition rate and vacancy rate dynamically, ensure they are scoped to calculate correctly at both department and group levels.
### Example DAX Measures
Here’s a simplified example of how you might define measures for attrition rate and vacancy rate:
```dax
Attrition Rate =
DIVIDE(
SUM('Departments'[Attrition]),
COUNTROWS('Departments')
)
Vacancy Rate =
DIVIDE(
SUM('Departments'[Vacancy]),
COUNTROWS('Departments')
)
```
### 4. Handling Aggregations
- Power BI's matrix visualization automatically aggregates data based on the hierarchy you define in rows and columns. Ensure that the aggregation (sum, average, etc.) is set appropriately for each measure to reflect the data accurately across groups and departments.
### 5. Test and Validate
- Test your matrix visualization by checking how it aggregates and displays data:
- Drill down into specific groups and departments to verify that the numbers are calculated correctly at each level.
- Check how the matrix displays data across quarters to ensure it shows the correct aggregation over time.
### Additional Tips
- **Context Transition**: Understand how DAX context transition works, especially when navigating through different levels of hierarchy in a matrix.
- **Sort and Format**: Use sorting and formatting options in the matrix to present data in a clear and intuitive manner.
By following these steps and ensuring your data model, relationships, measures, and visualization settings are correctly configured, you should be able to display attrition rate and vacancy rate accurately across groups and departments in your matrix visualization in Power BI. If issues persist, reviewing DAX expressions and seeking guidance from Power BI community forums can provide additional support tailored to your specific dataset and requirements.
Did I answer your question? Mark my post as a solution! Appreciate your Kudos !!
