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Petr_M's avatar
Petr_M
Frequent Visitor
2 years ago
Solved

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

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 thi...
DAX Hierarchy
  • Anonymous's avatar
    Anonymous
    2 years ago

    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.

Anonymous's avatar
Anonymous
Not applicable
2 years ago

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.

Petr_M's avatar
Petr_M
Frequent Visitor
2 years ago

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 

  • Anonymous's avatar
    Anonymous
    Not applicable
    2 years ago

    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

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

    • Petr_M's avatar
      Petr_M
      Frequent Visitor
      2 years ago

      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.

      • Anonymous's avatar
        Anonymous
        Not applicable
        2 years ago

        Petr_M ，


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

        Best regards,

         

        Joyce

         

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