Forum Discussion

CJANE's avatar
CJANE
Helper I
9 years ago

Drill Down - Different Values

I have an example where I have a composite return for a group of funds with the same strategy.  I want to be able to show the composite return for each strategy.  From there I want to drill-down to the undelying funds of the strategy to show the return of each individual fund.  I set my axis hierarchy to Strategy, Individual Fund, Individual Fund Return.  The value is set to strategy return.  When I drill down to the invidual funds the bar graph still reflects the performance of the strategy.  Is it possible to show two different values depending on the axis?

3 Replies

  • BhaveshPatel's avatar
    BhaveshPatel
    Super User
    9 years ago

    Can you please post a sample file or data. Yes it is possible with many options available. 

     

     

    Thanks & Regards,

    Bhavesh

    • CJANE's avatar
      CJANE
      Helper I
      9 years ago

      Not sure if you can load attachments - hopefully the information below will suffice.  Thanks for your help.

       

      FUNDFUND STRATEGYFUND TOTAL RETURNSTRATEGY TOTAL RETURN
      FUND A1A2.00%3.00%
      FUND A2A2.20%3.00%
      FUND A3A2.30%3.00%
      FUND A4A6.00%3.00%
      FUND B1B8.20%15.00%
      FUND B2B9.60%15.00%
      FUND B3B12.30%15.00%
      FUND B4B18.20%15.00%
      • Anonymous's avatar
        Anonymous
        Not applicable
        9 years ago

        Hi CJANE,

        When dragging STRATEGY TOTAL RETURN and FUND TOTAL RETURN fields to Value as follows, does the visual give your desired result?


        For more details, please review this PBIX file. Please post output result if the above visual cannot meet your requirement.

        Thanks,
        Lydia Zhang