Forum Discussion
Creating lookthrough from 1 Fact table to another Fact table
Johnsnowlife,
Please review this modified PBIX file.
Regards,
Lydia
The results tab on this excel sheet shows the desired result
In the Pie chart, when you drag Market Value to Values if the chart, each time you drill down to a different hierarchy level, the chart will show you market value of the current hierarchy level, in this case, it is not possible to show you weighted percentage held value in the lowest level of the hierarchy.
If you want to show weighted percentage held value, you can drag the weighted percentage held measure/column to Tooltips of the pie chart. This way, when you drill down to each hierarchy level, pie chart will show you both market value and show weighted percentage held value after you hover mouse over the chart.
Regards,
Lydia
Ok, that makes sense. But if I make the values on the pie chart equal the Lookthrough instrument Holding = (% of fund in Client portfolio) * (% of instrument in Fund) then both levels will be correct.
I'm not sure how I get the relationships to work so that I can still use 2 fact tables. Can you suggest the DAX to get the formula above?
Johnsnowlife,
Could you please explain that which table the date field in Results Sheet of Excel file comes from? I note that it only shows date 2/29/2013.
Regards,
LydiaI only entered the date 2/29/2013 in the excel cell to make it faster to explain. But in PBI I would have selected one of the dates in a slicer.