custom aggregation in matrix not working

[Anonymous]

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 )
    )

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

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..

[Anonymous · Accepted solution]

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

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