Forum Discussion
Creating lookthrough from 1 Fact table to another Fact table
I have 2 Fact Tables and I want to be able to create a pie chart with a hierarchy using the info from both tables.
Fact Table 1: Is a Client Table showing the investment products the client owns.
Fact Table 2: Is a Fund Holdings table showing the instruments in the investment products.
I can currently create a hierarchy of Client/Investment products and of Fund/Instrument. But I want to create one of Client/InvestmentProduct/Instrument so that I can show the combination of the same instrument in different investment products.
Johnsnowlife,
Please review this modified PBIX file.
Regards,
Lydia
12 Replies
Johnsnowlife,
Do mask sensitive data when uploading sample PBIX file.In your scenario, you don’t have to create hierarchy. You can directly drag these fields(Client Name, Fund Name and Instr) to pie chart and use the drill down option to drill down the visual.
Regards,
LydiaOh! I see that works. But now the values that need to be plotted are different for each sub-level.
If I drill into Client Name, the pie should show me the market value of the client's holding in the fund. And if I drill into the fund it should show me the fund's holding of the instrument.
And if I expand all down to the lowest level of the hierarchy it should show me the weighted percentage held of each instrument.
ie. Sum [(weight of fund in client's portfolio)*(weight of instrument in fund)] over all instruments in fund and all funds in client portfolio.
Johnsnowlife,
Could you please post expected result in table based on the sample data in your PBIX file?
Regards,
Lydia
