Drill Down - Different Values

[CJANE]

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?

[BhaveshPatel]

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

Thanks & Regards,

Bhavesh

[CJANE]

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

FUND	FUND STRATEGY	FUND TOTAL RETURN	STRATEGY TOTAL RETURN
FUND A1	A	2.00%	3.00%
FUND A2	A	2.20%	3.00%
FUND A3	A	2.30%	3.00%
FUND A4	A	6.00%	3.00%
FUND B1	B	8.20%	15.00%
FUND B2	B	9.60%	15.00%
FUND B3	B	12.30%	15.00%
FUND B4	B	18.20%	15.00%

[Anonymous]

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