Forum Discussion
Alternate drill paths in matrix visual
Hi all,
I'm wondering if its possible to have a matrix visual that can be a bit smarter with it's drill down path. In the example below there are three levels: Country, Product and Salesperson. Three of the five countries have only one product, so the product classification is irrelevant to them (one could argue that it's not irrelevant in the context of my example, but in the context of the real data I'm working with it's not just irrelevant - it's confusing). In order to drill down to salepserson there is no option other than to go through Product, creating a needless and confusing extra level in the drill path for Germany, Italy and Sweden.
I would like to skip the drill down expansion when the classification at that level isn't needed, so the matrix will expand to Product for those countries where it's relevant, but refrain from displaying the Product classification where it's not. Drilling from the top to the bottom would display as follows:
I may need a custom visual but I haven't been able to find one yet. It would be even better if the standard matrix could be tweaked.
The data I've used for the examples is below.
| Country | Product | Salesperson | Sales |
| France | Standard | Alain | 3510 |
| France | Standard | Jacques | 682 |
| France | Standard | Eric | 82 |
| France | Deluxe | Simone | 243 |
| France | Deluxe | Eric | 65 |
| Germany | Standard | Stefan | 194 |
| Germany | Standard | Michael | 492 |
| Sweden | Standard | Magda | 79 |
| Sweden | Standard | Anders | 186 |
| Sweden | Standard | Anders | 262 |
| Sweden | Standard | Annika | 563 |
| Sweden | Standard | Matilda | 114 |
| Sweden | Standard | Eva | 143 |
| Italy | Standard | Michele | 222 |
| Italy | Standard | Riccardo | 160 |
| Spain | Standard | Raquel | 373 |
| Spain | Deluxe | Ione | 341 |
| Spain | Deluxe | Luis | 978 |
| Spain | Deluxe | Pilar | 2836 |
Hi Anonymous ,
I did not mean that you were in a ragged hierarchy just tough that using the tough process you could create something similar.
One possible approach is to create two columns with the alternatives levels in this case for the specifics country the product is removed from the second level and replaced by the salesperson and the salesperson stays null.
Now add the following measure:
Total = VAR SalesTotal = SUM ( 'Table'[Sales] ) RETURN IF ( ISINSCOPE ( 'Table'[SalesPerson Variation] ), IF ( SELECTEDVALUE ( 'Table'[SalesPerson Variation] ) <> BLANK (), SalesTotal ), SalesTotal )Has you can see when you go to the lowest level it returns what you need:
However the values for the salesperson gets bold has it had a subtotal value. Just giving an alternative to get the final result.
4 Replies
Thanks Miguel,
I'm familiar with ragged hierarchies and I'm not dealing with one here*. The Product level classification is perfectly valid and necessary. The solution I'm seeking is in the visualisation. I want to have the option of skipping that classification entirely for some countries, but not all.
*I would argue that I'm not dealing with a hierarchy at all: In this case Product is an independent attribute and has no parent child relationships. Recently Microsoft's terminology conflates two separate concepts: 1. Genuine parent child hierarchies and 2. Attributes nested within a visulisation.
- MFelix
Super User
Hi Anonymous ,
I did not mean that you were in a ragged hierarchy just tough that using the tough process you could create something similar.
One possible approach is to create two columns with the alternatives levels in this case for the specifics country the product is removed from the second level and replaced by the salesperson and the salesperson stays null.
Now add the following measure:
Total = VAR SalesTotal = SUM ( 'Table'[Sales] ) RETURN IF ( ISINSCOPE ( 'Table'[SalesPerson Variation] ), IF ( SELECTEDVALUE ( 'Table'[SalesPerson Variation] ) <> BLANK (), SalesTotal ), SalesTotal )Has you can see when you go to the lowest level it returns what you need:
However the values for the salesperson gets bold has it had a subtotal value. Just giving an alternative to get the final result.