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Wendeley-North
Icon for Resolver I rankResolver I
5 years ago
Solved

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

DateModelHeaderFactorSubFactorValue
5/25/2021ModelAHeader1  1.05
5/25/2021ModelAHeader1H1_Factor1 9.21
5/25/2021ModelAHeader1H1_Factor1H1F1_SubFactor15.19
5/25/2021ModelAHeader1H1_Factor1H1F1_SubFactor28.95
5/25/2021ModelAHeader1H1_Factor2 4.53
5/25/2021ModelAHeader1H1_Factor2H1F2_SubFactor12.08
5/25/2021ModelAHeader1H1_Factor2H1F2_SubFactor29.07
5/25/2021ModelAHeader2  9.73
5/25/2021ModelAHeader2H2_Factor3 9.17
5/25/2021ModelAHeader2H2_Factor3H2F3_SubFactor17.51
5/25/2021ModelAHeader2H2_Factor3H2F3_SubFactor28.48
5/25/2021ModelAHeader2H2_Factor4 3.77
5/25/2021ModelAHeader2H2_Factor4H2F3_SubFactor12.27
5/25/2021ModelAHeader2H2_Factor4H2F3_SubFactor20.87
5/25/2021ModelBHeader3  1.32
5/25/2021ModelBHeader3H3_Factor5 6.42
5/25/2021ModelBHeader3H3_Factor5H3F5_SubFactor18.91
5/25/2021ModelBHeader3H3_Factor5H3F5_SubFactor23.97
5/25/2021ModelBHeader3H3_Factor6 1.93
5/25/2021ModelBHeader3H3_Factor6H3F6_SubFactor19.73
5/25/2021ModelBHeader3H3_Factor6H3F6_SubFactor27.20
5/25/2021ModelBHeader4  7.59
5/25/2021ModelBHeader4H4_Factor7 2.48
5/25/2021ModelBHeader4H4_Factor7H4F7_SubFactor11.49
5/25/2021ModelBHeader4H4_Factor7H4F7_SubFactor22.28
5/25/2021ModelBHeader4H4_Factor8 8.15
5/25/2021ModelBHeader4H4_Factor8H4F8_SubFactor19.52
5/25/2021ModelBHeader4H4_Factor8H4F8_SubFactor25.17
5/24/2021ModelAHeader1  6.31
5/24/2021ModelAHeader1H1_Factor1 1.50
5/24/2021ModelAHeader1H1_Factor1H1F1_SubFactor18.73
5/24/2021ModelAHeader1H1_Factor1H1F1_SubFactor24.35
5/24/2021ModelAHeader1H1_Factor2 7.46
5/24/2021ModelAHeader1H1_Factor2H1F2_SubFactor10.76
5/24/2021ModelAHeader1H1_Factor2H1F2_SubFactor29.20
5/24/2021ModelAHeader2  1.17
5/24/2021ModelAHeader2H2_Factor3 1.86
5/24/2021ModelAHeader2H2_Factor3H2F3_SubFactor13.06
5/24/2021ModelAHeader2H2_Factor3H2F3_SubFactor25.45
5/24/2021ModelAHeader2H2_Factor4 4.77
5/24/2021ModelAHeader2H2_Factor4H2F3_SubFactor13.12
5/24/2021ModelAHeader2H2_Factor4H2F3_SubFactor26.67
5/24/2021ModelBHeader3  6.44
5/24/2021ModelBHeader3H3_Factor5 2.94
5/24/2021ModelBHeader3H3_Factor5H3F5_SubFactor15.61
5/24/2021ModelBHeader3H3_Factor5H3F5_SubFactor25.20
5/24/2021ModelBHeader3H3_Factor6 6.86
5/24/2021ModelBHeader3H3_Factor6H3F6_SubFactor16.81
5/24/2021ModelBHeader3H3_Factor6H3F6_SubFactor24.31
5/24/2021ModelBHeader4  9.51
5/24/2021ModelBHeader4H4_Factor7 1.18
5/24/2021ModelBHeader4H4_Factor7H4F7_SubFactor10.07
5/24/2021ModelBHeader4H4_Factor7H4F7_SubFactor23.98
5/24/2021ModelBHeader4H4_Factor8 3.72
5/24/2021ModelBHeader4H4_Factor8H4F8_SubFactor16.14
5/24/2021ModelBHeader4H4_Factor8H4F8_SubFactor27.75

 

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

    DateModelHeaderFactorSubFactorValueAgg Level
    5/25/2021ModelAHeader1  1.052
    5/25/2021ModelAHeader1H1_Factor1 9.211
    5/25/2021ModelAHeader1H1_Factor1H1F1_SubFactor15.190
    5/25/2021ModelAHeader1H1_Factor1H1F1_SubFactor28.950
    5/25/2021ModelAHeader1H1_Factor2 4.531
    5/25/2021ModelAHeader1H1_Factor2H1F2_SubFactor12.080
    5/25/2021ModelAHeader1H1_Factor2H1F2_SubFactor29.070
    5/25/2021ModelAHeader2  9.732
    5/25/2021ModelAHeader2H2_Factor3 9.171
    5/25/2021ModelAHeader2H2_Factor3H2F3_SubFactor17.510
    5/25/2021ModelAHeader2H2_Factor3H2F3_SubFactor28.480
    5/25/2021ModelAHeader2H2_Factor4 3.771
    5/25/2021ModelAHeader2H2_Factor4H2F3_SubFactor12.270
    5/25/2021ModelAHeader2H2_Factor4H2F3_SubFactor20.870
    5/25/2021ModelBHeader3  1.322
    5/25/2021ModelBHeader3H3_Factor5 6.421
    5/25/2021ModelBHeader3H3_Factor5H3F5_SubFactor18.910
    5/25/2021ModelBHeader3H3_Factor5H3F5_SubFactor23.970
    5/25/2021ModelBHeader3H3_Factor6 1.931
    5/25/2021ModelBHeader3H3_Factor6H3F6_SubFactor19.730
    5/25/2021ModelBHeader3H3_Factor6H3F6_SubFactor27.200
    5/25/2021ModelBHeader4  7.592
    5/25/2021ModelBHeader4H4_Factor7 2.481
    5/25/2021ModelBHeader4H4_Factor7H4F7_SubFactor11.490
    5/25/2021ModelBHeader4H4_Factor7H4F7_SubFactor22.280
    5/25/2021ModelBHeader4H4_Factor8 8.151
    5/25/2021ModelBHeader4H4_Factor8H4F8_SubFactor19.520
    5/25/2021ModelBHeader4H4_Factor8H4F8_SubFactor25.170
    5/24/2021ModelAHeader1  6.312
    5/24/2021ModelAHeader1H1_Factor1 1.501
    5/24/2021ModelAHeader1H1_Factor1H1F1_SubFactor18.730
    5/24/2021ModelAHeader1H1_Factor1H1F1_SubFactor24.350
    5/24/2021ModelAHeader1H1_Factor2 7.461
    5/24/2021ModelAHeader1H1_Factor2H1F2_SubFactor10.760
    5/24/2021ModelAHeader1H1_Factor2H1F2_SubFactor29.200
    5/24/2021ModelAHeader2  1.172
    5/24/2021ModelAHeader2H2_Factor3 1.861
    5/24/2021ModelAHeader2H2_Factor3H2F3_SubFactor13.060
    5/24/2021ModelAHeader2H2_Factor3H2F3_SubFactor25.450
    5/24/2021ModelAHeader2H2_Factor4 4.771
    5/24/2021ModelAHeader2H2_Factor4H2F3_SubFactor13.120
    5/24/2021ModelAHeader2H2_Factor4H2F3_SubFactor26.670
    5/24/2021ModelBHeader3  6.442
    5/24/2021ModelBHeader3H3_Factor5 2.941
    5/24/2021ModelBHeader3H3_Factor5H3F5_SubFactor15.610
    5/24/2021ModelBHeader3H3_Factor5H3F5_SubFactor25.200
    5/24/2021ModelBHeader3H3_Factor6 6.861
    5/24/2021ModelBHeader3H3_Factor6H3F6_SubFactor16.810
    5/24/2021ModelBHeader3H3_Factor6H3F6_SubFactor24.310
    5/24/2021ModelBHeader4  9.512
    5/24/2021ModelBHeader4H4_Factor7 1.181
    5/24/2021ModelBHeader4H4_Factor7H4F7_SubFactor10.070
    5/24/2021ModelBHeader4H4_Factor7H4F7_SubFactor23.980
    5/24/2021ModelBHeader4H4_Factor8 3.721
    5/24/2021ModelBHeader4H4_Factor8H4F8_SubFactor16.140
    5/24/2021ModelBHeader4H4_Factor8H4F8_SubFactor27.750

     

    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

  • 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's avatar
      Wendeley-North
      Icon for Resolver I rankResolver 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.

  • 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

    DateModelHeaderFactorSubFactorValueAgg Level
    5/25/2021ModelAHeader1  1.052
    5/25/2021ModelAHeader1H1_Factor1 9.211
    5/25/2021ModelAHeader1H1_Factor1H1F1_SubFactor15.190
    5/25/2021ModelAHeader1H1_Factor1H1F1_SubFactor28.950
    5/25/2021ModelAHeader1H1_Factor2 4.531
    5/25/2021ModelAHeader1H1_Factor2H1F2_SubFactor12.080
    5/25/2021ModelAHeader1H1_Factor2H1F2_SubFactor29.070
    5/25/2021ModelAHeader2  9.732
    5/25/2021ModelAHeader2H2_Factor3 9.171
    5/25/2021ModelAHeader2H2_Factor3H2F3_SubFactor17.510
    5/25/2021ModelAHeader2H2_Factor3H2F3_SubFactor28.480
    5/25/2021ModelAHeader2H2_Factor4 3.771
    5/25/2021ModelAHeader2H2_Factor4H2F3_SubFactor12.270
    5/25/2021ModelAHeader2H2_Factor4H2F3_SubFactor20.870
    5/25/2021ModelBHeader3  1.322
    5/25/2021ModelBHeader3H3_Factor5 6.421
    5/25/2021ModelBHeader3H3_Factor5H3F5_SubFactor18.910
    5/25/2021ModelBHeader3H3_Factor5H3F5_SubFactor23.970
    5/25/2021ModelBHeader3H3_Factor6 1.931
    5/25/2021ModelBHeader3H3_Factor6H3F6_SubFactor19.730
    5/25/2021ModelBHeader3H3_Factor6H3F6_SubFactor27.200
    5/25/2021ModelBHeader4  7.592
    5/25/2021ModelBHeader4H4_Factor7 2.481
    5/25/2021ModelBHeader4H4_Factor7H4F7_SubFactor11.490
    5/25/2021ModelBHeader4H4_Factor7H4F7_SubFactor22.280
    5/25/2021ModelBHeader4H4_Factor8 8.151
    5/25/2021ModelBHeader4H4_Factor8H4F8_SubFactor19.520
    5/25/2021ModelBHeader4H4_Factor8H4F8_SubFactor25.170
    5/24/2021ModelAHeader1  6.312
    5/24/2021ModelAHeader1H1_Factor1 1.501
    5/24/2021ModelAHeader1H1_Factor1H1F1_SubFactor18.730
    5/24/2021ModelAHeader1H1_Factor1H1F1_SubFactor24.350
    5/24/2021ModelAHeader1H1_Factor2 7.461
    5/24/2021ModelAHeader1H1_Factor2H1F2_SubFactor10.760
    5/24/2021ModelAHeader1H1_Factor2H1F2_SubFactor29.200
    5/24/2021ModelAHeader2  1.172
    5/24/2021ModelAHeader2H2_Factor3 1.861
    5/24/2021ModelAHeader2H2_Factor3H2F3_SubFactor13.060
    5/24/2021ModelAHeader2H2_Factor3H2F3_SubFactor25.450
    5/24/2021ModelAHeader2H2_Factor4 4.771
    5/24/2021ModelAHeader2H2_Factor4H2F3_SubFactor13.120
    5/24/2021ModelAHeader2H2_Factor4H2F3_SubFactor26.670
    5/24/2021ModelBHeader3  6.442
    5/24/2021ModelBHeader3H3_Factor5 2.941
    5/24/2021ModelBHeader3H3_Factor5H3F5_SubFactor15.610
    5/24/2021ModelBHeader3H3_Factor5H3F5_SubFactor25.200
    5/24/2021ModelBHeader3H3_Factor6 6.861
    5/24/2021ModelBHeader3H3_Factor6H3F6_SubFactor16.810
    5/24/2021ModelBHeader3H3_Factor6H3F6_SubFactor24.310
    5/24/2021ModelBHeader4  9.512
    5/24/2021ModelBHeader4H4_Factor7 1.181
    5/24/2021ModelBHeader4H4_Factor7H4F7_SubFactor10.070
    5/24/2021ModelBHeader4H4_Factor7H4F7_SubFactor23.980
    5/24/2021ModelBHeader4H4_Factor8 3.721
    5/24/2021ModelBHeader4H4_Factor8H4F8_SubFactor16.140
    5/24/2021ModelBHeader4H4_Factor8H4F8_SubFactor27.750

     

    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
        )