Forum Discussion
Create hierarchy without summation
Hi, I have the following sample data time series that I would like use for visualizations - however I would like to create hiearchies without any summation being done.
Sample Data
| Date | Model | Header | Factor | SubFactor | Value |
| 5/25/2021 | ModelA | Header1 | 1.05 | ||
| 5/25/2021 | ModelA | Header1 | H1_Factor1 | 9.21 | |
| 5/25/2021 | ModelA | Header1 | H1_Factor1 | H1F1_SubFactor1 | 5.19 |
| 5/25/2021 | ModelA | Header1 | H1_Factor1 | H1F1_SubFactor2 | 8.95 |
| 5/25/2021 | ModelA | Header1 | H1_Factor2 | 4.53 | |
| 5/25/2021 | ModelA | Header1 | H1_Factor2 | H1F2_SubFactor1 | 2.08 |
| 5/25/2021 | ModelA | Header1 | H1_Factor2 | H1F2_SubFactor2 | 9.07 |
| 5/25/2021 | ModelA | Header2 | 9.73 | ||
| 5/25/2021 | ModelA | Header2 | H2_Factor3 | 9.17 | |
| 5/25/2021 | ModelA | Header2 | H2_Factor3 | H2F3_SubFactor1 | 7.51 |
| 5/25/2021 | ModelA | Header2 | H2_Factor3 | H2F3_SubFactor2 | 8.48 |
| 5/25/2021 | ModelA | Header2 | H2_Factor4 | 3.77 | |
| 5/25/2021 | ModelA | Header2 | H2_Factor4 | H2F3_SubFactor1 | 2.27 |
| 5/25/2021 | ModelA | Header2 | H2_Factor4 | H2F3_SubFactor2 | 0.87 |
| 5/25/2021 | ModelB | Header3 | 1.32 | ||
| 5/25/2021 | ModelB | Header3 | H3_Factor5 | 6.42 | |
| 5/25/2021 | ModelB | Header3 | H3_Factor5 | H3F5_SubFactor1 | 8.91 |
| 5/25/2021 | ModelB | Header3 | H3_Factor5 | H3F5_SubFactor2 | 3.97 |
| 5/25/2021 | ModelB | Header3 | H3_Factor6 | 1.93 | |
| 5/25/2021 | ModelB | Header3 | H3_Factor6 | H3F6_SubFactor1 | 9.73 |
| 5/25/2021 | ModelB | Header3 | H3_Factor6 | H3F6_SubFactor2 | 7.20 |
| 5/25/2021 | ModelB | Header4 | 7.59 | ||
| 5/25/2021 | ModelB | Header4 | H4_Factor7 | 2.48 | |
| 5/25/2021 | ModelB | Header4 | H4_Factor7 | H4F7_SubFactor1 | 1.49 |
| 5/25/2021 | ModelB | Header4 | H4_Factor7 | H4F7_SubFactor2 | 2.28 |
| 5/25/2021 | ModelB | Header4 | H4_Factor8 | 8.15 | |
| 5/25/2021 | ModelB | Header4 | H4_Factor8 | H4F8_SubFactor1 | 9.52 |
| 5/25/2021 | ModelB | Header4 | H4_Factor8 | H4F8_SubFactor2 | 5.17 |
| 5/24/2021 | ModelA | Header1 | 6.31 | ||
| 5/24/2021 | ModelA | Header1 | H1_Factor1 | 1.50 | |
| 5/24/2021 | ModelA | Header1 | H1_Factor1 | H1F1_SubFactor1 | 8.73 |
| 5/24/2021 | ModelA | Header1 | H1_Factor1 | H1F1_SubFactor2 | 4.35 |
| 5/24/2021 | ModelA | Header1 | H1_Factor2 | 7.46 | |
| 5/24/2021 | ModelA | Header1 | H1_Factor2 | H1F2_SubFactor1 | 0.76 |
| 5/24/2021 | ModelA | Header1 | H1_Factor2 | H1F2_SubFactor2 | 9.20 |
| 5/24/2021 | ModelA | Header2 | 1.17 | ||
| 5/24/2021 | ModelA | Header2 | H2_Factor3 | 1.86 | |
| 5/24/2021 | ModelA | Header2 | H2_Factor3 | H2F3_SubFactor1 | 3.06 |
| 5/24/2021 | ModelA | Header2 | H2_Factor3 | H2F3_SubFactor2 | 5.45 |
| 5/24/2021 | ModelA | Header2 | H2_Factor4 | 4.77 | |
| 5/24/2021 | ModelA | Header2 | H2_Factor4 | H2F3_SubFactor1 | 3.12 |
| 5/24/2021 | ModelA | Header2 | H2_Factor4 | H2F3_SubFactor2 | 6.67 |
| 5/24/2021 | ModelB | Header3 | 6.44 | ||
| 5/24/2021 | ModelB | Header3 | H3_Factor5 | 2.94 | |
| 5/24/2021 | ModelB | Header3 | H3_Factor5 | H3F5_SubFactor1 | 5.61 |
| 5/24/2021 | ModelB | Header3 | H3_Factor5 | H3F5_SubFactor2 | 5.20 |
| 5/24/2021 | ModelB | Header3 | H3_Factor6 | 6.86 | |
| 5/24/2021 | ModelB | Header3 | H3_Factor6 | H3F6_SubFactor1 | 6.81 |
| 5/24/2021 | ModelB | Header3 | H3_Factor6 | H3F6_SubFactor2 | 4.31 |
| 5/24/2021 | ModelB | Header4 | 9.51 | ||
| 5/24/2021 | ModelB | Header4 | H4_Factor7 | 1.18 | |
| 5/24/2021 | ModelB | Header4 | H4_Factor7 | H4F7_SubFactor1 | 0.07 |
| 5/24/2021 | ModelB | Header4 | H4_Factor7 | H4F7_SubFactor2 | 3.98 |
| 5/24/2021 | ModelB | Header4 | H4_Factor8 | 3.72 | |
| 5/24/2021 | ModelB | Header4 | H4_Factor8 | H4F8_SubFactor1 | 6.14 |
| 5/24/2021 | ModelB | Header4 | H4_Factor8 | H4F8_SubFactor2 | 7.75 |
Within PowerBI, visualisations like the table with summation set to "don't summarize" work fine, however, I would like to use drilldowns in columns to do the same. For example, in the picture below, I'd like the column H1_Factor1 to show 9.21, and H1_Factor2 to show 4.53. The slicers are as shown as well.
Would appreciate any guidance, thanks.
Wendeley-North You need to create a measure using the ISINSCOPE function to see where you are in the hierarchy when you drill down and based on where you are in the hierarchy, have your measure just aggregate those records, for example, if you are Factor level then SUM would where Subfactor is blank, something on those groups and that will get you going.
Check my latest blog post Comparing Selected Client With Other Top N Clients | PeryTUS I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. It is a token of appreciation!
⚡Visit us at https://perytus.com, your one-stop-shop for Power BI-related projects/training/consultancy.⚡
After some further googling I got it to work - however, I added an additional column that counts the level of the data (basically counting the number of blanks in each row) such that the raw data now looks like this:
Raw Data
Date Model Header Factor SubFactor Value Agg Level 5/25/2021 ModelA Header1 1.05 2 5/25/2021 ModelA Header1 H1_Factor1 9.21 1 5/25/2021 ModelA Header1 H1_Factor1 H1F1_SubFactor1 5.19 0 5/25/2021 ModelA Header1 H1_Factor1 H1F1_SubFactor2 8.95 0 5/25/2021 ModelA Header1 H1_Factor2 4.53 1 5/25/2021 ModelA Header1 H1_Factor2 H1F2_SubFactor1 2.08 0 5/25/2021 ModelA Header1 H1_Factor2 H1F2_SubFactor2 9.07 0 5/25/2021 ModelA Header2 9.73 2 5/25/2021 ModelA Header2 H2_Factor3 9.17 1 5/25/2021 ModelA Header2 H2_Factor3 H2F3_SubFactor1 7.51 0 5/25/2021 ModelA Header2 H2_Factor3 H2F3_SubFactor2 8.48 0 5/25/2021 ModelA Header2 H2_Factor4 3.77 1 5/25/2021 ModelA Header2 H2_Factor4 H2F3_SubFactor1 2.27 0 5/25/2021 ModelA Header2 H2_Factor4 H2F3_SubFactor2 0.87 0 5/25/2021 ModelB Header3 1.32 2 5/25/2021 ModelB Header3 H3_Factor5 6.42 1 5/25/2021 ModelB Header3 H3_Factor5 H3F5_SubFactor1 8.91 0 5/25/2021 ModelB Header3 H3_Factor5 H3F5_SubFactor2 3.97 0 5/25/2021 ModelB Header3 H3_Factor6 1.93 1 5/25/2021 ModelB Header3 H3_Factor6 H3F6_SubFactor1 9.73 0 5/25/2021 ModelB Header3 H3_Factor6 H3F6_SubFactor2 7.20 0 5/25/2021 ModelB Header4 7.59 2 5/25/2021 ModelB Header4 H4_Factor7 2.48 1 5/25/2021 ModelB Header4 H4_Factor7 H4F7_SubFactor1 1.49 0 5/25/2021 ModelB Header4 H4_Factor7 H4F7_SubFactor2 2.28 0 5/25/2021 ModelB Header4 H4_Factor8 8.15 1 5/25/2021 ModelB Header4 H4_Factor8 H4F8_SubFactor1 9.52 0 5/25/2021 ModelB Header4 H4_Factor8 H4F8_SubFactor2 5.17 0 5/24/2021 ModelA Header1 6.31 2 5/24/2021 ModelA Header1 H1_Factor1 1.50 1 5/24/2021 ModelA Header1 H1_Factor1 H1F1_SubFactor1 8.73 0 5/24/2021 ModelA Header1 H1_Factor1 H1F1_SubFactor2 4.35 0 5/24/2021 ModelA Header1 H1_Factor2 7.46 1 5/24/2021 ModelA Header1 H1_Factor2 H1F2_SubFactor1 0.76 0 5/24/2021 ModelA Header1 H1_Factor2 H1F2_SubFactor2 9.20 0 5/24/2021 ModelA Header2 1.17 2 5/24/2021 ModelA Header2 H2_Factor3 1.86 1 5/24/2021 ModelA Header2 H2_Factor3 H2F3_SubFactor1 3.06 0 5/24/2021 ModelA Header2 H2_Factor3 H2F3_SubFactor2 5.45 0 5/24/2021 ModelA Header2 H2_Factor4 4.77 1 5/24/2021 ModelA Header2 H2_Factor4 H2F3_SubFactor1 3.12 0 5/24/2021 ModelA Header2 H2_Factor4 H2F3_SubFactor2 6.67 0 5/24/2021 ModelB Header3 6.44 2 5/24/2021 ModelB Header3 H3_Factor5 2.94 1 5/24/2021 ModelB Header3 H3_Factor5 H3F5_SubFactor1 5.61 0 5/24/2021 ModelB Header3 H3_Factor5 H3F5_SubFactor2 5.20 0 5/24/2021 ModelB Header3 H3_Factor6 6.86 1 5/24/2021 ModelB Header3 H3_Factor6 H3F6_SubFactor1 6.81 0 5/24/2021 ModelB Header3 H3_Factor6 H3F6_SubFactor2 4.31 0 5/24/2021 ModelB Header4 9.51 2 5/24/2021 ModelB Header4 H4_Factor7 1.18 1 5/24/2021 ModelB Header4 H4_Factor7 H4F7_SubFactor1 0.07 0 5/24/2021 ModelB Header4 H4_Factor7 H4F7_SubFactor2 3.98 0 5/24/2021 ModelB Header4 H4_Factor8 3.72 1 5/24/2021 ModelB Header4 H4_Factor8 H4F8_SubFactor1 6.14 0 5/24/2021 ModelB Header4 H4_Factor8 H4F8_SubFactor2 7.75 0 Final Code
Ignore_Aggregate_Val = VAR subfactorSUM = CALCULATE ( SUM(Table[Value]), Table[Agg Level] = 0, ALLEXCEPT ( Table, Table[SubFactor] ) ) VAR factorSEL = ISINSCOPE ( Table[Factor] ) VAR headerSUM = CALCULATE ( SUM(Table[Value]), Table[Agg Level] = 2, ALLEXCEPT ( Table, Table[Header] ) ) VAR headerSEL = ISINSCOPE ( Table[Header] ) RETURN SWITCH( TRUE(), subfactorSEL, subfactorSUM, factorSEL, factorSUM, headerSEL, headerSUM )
3 Replies
- parry2k
Super User
Wendeley-North You need to create a measure using the ISINSCOPE function to see where you are in the hierarchy when you drill down and based on where you are in the hierarchy, have your measure just aggregate those records, for example, if you are Factor level then SUM would where Subfactor is blank, something on those groups and that will get you going.
Check my latest blog post Comparing Selected Client With Other Top N Clients | PeryTUS I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. It is a token of appreciation!
⚡Visit us at https://perytus.com, your one-stop-shop for Power BI-related projects/training/consultancy.⚡
- Wendeley-North
Resolver I
parry2k I've tried to take a crack at it, and came up with the following formula:
isinscope_test = SWITCH( TRUE(), ISINSCOPE( 'Table'[SubFactor] ), SUMX ( Table, 'Table'[Value] ), ISINSCOPE( 'Table'[Factor] ), SUMX ( FILTER( 'Table', 'Table'[SubFactor] = BLANK() ), 'Table'[Value] ), ISINSCOPE( 'Table'[Header] ), SUMX ( FILTER( 'Table', 'Table'[SubFactor] = BLANK() && 'Table'[Factor] = BLANK() ), 'Table'[Value] ) )But it's saying it's incorrect (the measure doesn't run at all) - would appreciate any help. Thanks.
- Wendeley-North
Resolver I
After some further googling I got it to work - however, I added an additional column that counts the level of the data (basically counting the number of blanks in each row) such that the raw data now looks like this:
Raw Data
Date Model Header Factor SubFactor Value Agg Level 5/25/2021 ModelA Header1 1.05 2 5/25/2021 ModelA Header1 H1_Factor1 9.21 1 5/25/2021 ModelA Header1 H1_Factor1 H1F1_SubFactor1 5.19 0 5/25/2021 ModelA Header1 H1_Factor1 H1F1_SubFactor2 8.95 0 5/25/2021 ModelA Header1 H1_Factor2 4.53 1 5/25/2021 ModelA Header1 H1_Factor2 H1F2_SubFactor1 2.08 0 5/25/2021 ModelA Header1 H1_Factor2 H1F2_SubFactor2 9.07 0 5/25/2021 ModelA Header2 9.73 2 5/25/2021 ModelA Header2 H2_Factor3 9.17 1 5/25/2021 ModelA Header2 H2_Factor3 H2F3_SubFactor1 7.51 0 5/25/2021 ModelA Header2 H2_Factor3 H2F3_SubFactor2 8.48 0 5/25/2021 ModelA Header2 H2_Factor4 3.77 1 5/25/2021 ModelA Header2 H2_Factor4 H2F3_SubFactor1 2.27 0 5/25/2021 ModelA Header2 H2_Factor4 H2F3_SubFactor2 0.87 0 5/25/2021 ModelB Header3 1.32 2 5/25/2021 ModelB Header3 H3_Factor5 6.42 1 5/25/2021 ModelB Header3 H3_Factor5 H3F5_SubFactor1 8.91 0 5/25/2021 ModelB Header3 H3_Factor5 H3F5_SubFactor2 3.97 0 5/25/2021 ModelB Header3 H3_Factor6 1.93 1 5/25/2021 ModelB Header3 H3_Factor6 H3F6_SubFactor1 9.73 0 5/25/2021 ModelB Header3 H3_Factor6 H3F6_SubFactor2 7.20 0 5/25/2021 ModelB Header4 7.59 2 5/25/2021 ModelB Header4 H4_Factor7 2.48 1 5/25/2021 ModelB Header4 H4_Factor7 H4F7_SubFactor1 1.49 0 5/25/2021 ModelB Header4 H4_Factor7 H4F7_SubFactor2 2.28 0 5/25/2021 ModelB Header4 H4_Factor8 8.15 1 5/25/2021 ModelB Header4 H4_Factor8 H4F8_SubFactor1 9.52 0 5/25/2021 ModelB Header4 H4_Factor8 H4F8_SubFactor2 5.17 0 5/24/2021 ModelA Header1 6.31 2 5/24/2021 ModelA Header1 H1_Factor1 1.50 1 5/24/2021 ModelA Header1 H1_Factor1 H1F1_SubFactor1 8.73 0 5/24/2021 ModelA Header1 H1_Factor1 H1F1_SubFactor2 4.35 0 5/24/2021 ModelA Header1 H1_Factor2 7.46 1 5/24/2021 ModelA Header1 H1_Factor2 H1F2_SubFactor1 0.76 0 5/24/2021 ModelA Header1 H1_Factor2 H1F2_SubFactor2 9.20 0 5/24/2021 ModelA Header2 1.17 2 5/24/2021 ModelA Header2 H2_Factor3 1.86 1 5/24/2021 ModelA Header2 H2_Factor3 H2F3_SubFactor1 3.06 0 5/24/2021 ModelA Header2 H2_Factor3 H2F3_SubFactor2 5.45 0 5/24/2021 ModelA Header2 H2_Factor4 4.77 1 5/24/2021 ModelA Header2 H2_Factor4 H2F3_SubFactor1 3.12 0 5/24/2021 ModelA Header2 H2_Factor4 H2F3_SubFactor2 6.67 0 5/24/2021 ModelB Header3 6.44 2 5/24/2021 ModelB Header3 H3_Factor5 2.94 1 5/24/2021 ModelB Header3 H3_Factor5 H3F5_SubFactor1 5.61 0 5/24/2021 ModelB Header3 H3_Factor5 H3F5_SubFactor2 5.20 0 5/24/2021 ModelB Header3 H3_Factor6 6.86 1 5/24/2021 ModelB Header3 H3_Factor6 H3F6_SubFactor1 6.81 0 5/24/2021 ModelB Header3 H3_Factor6 H3F6_SubFactor2 4.31 0 5/24/2021 ModelB Header4 9.51 2 5/24/2021 ModelB Header4 H4_Factor7 1.18 1 5/24/2021 ModelB Header4 H4_Factor7 H4F7_SubFactor1 0.07 0 5/24/2021 ModelB Header4 H4_Factor7 H4F7_SubFactor2 3.98 0 5/24/2021 ModelB Header4 H4_Factor8 3.72 1 5/24/2021 ModelB Header4 H4_Factor8 H4F8_SubFactor1 6.14 0 5/24/2021 ModelB Header4 H4_Factor8 H4F8_SubFactor2 7.75 0 Final Code
Ignore_Aggregate_Val = VAR subfactorSUM = CALCULATE ( SUM(Table[Value]), Table[Agg Level] = 0, ALLEXCEPT ( Table, Table[SubFactor] ) ) VAR factorSEL = ISINSCOPE ( Table[Factor] ) VAR headerSUM = CALCULATE ( SUM(Table[Value]), Table[Agg Level] = 2, ALLEXCEPT ( Table, Table[Header] ) ) VAR headerSEL = ISINSCOPE ( Table[Header] ) RETURN SWITCH( TRUE(), subfactorSEL, subfactorSUM, factorSEL, factorSUM, headerSEL, headerSUM )