March 31 - April 2, 2025, in Las Vegas, Nevada. Use code MSCUST for a $150 discount! Early bird discount ends December 31.
Register NowBe one of the first to start using Fabric Databases. View on-demand sessions with database experts and the Microsoft product team to learn just how easy it is to get started. Watch now
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?
Can you please post a sample file or data. Yes it is possible with many options available.
Thanks & Regards,
Bhavesh
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% |
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
March 31 - April 2, 2025, in Las Vegas, Nevada. Use code MSCUST for a $150 discount!
Your insights matter. That’s why we created a quick survey to learn about your experience finding answers to technical questions.
Arun Ulag shares exciting details about the Microsoft Fabric Conference 2025, which will be held in Las Vegas, NV.
User | Count |
---|---|
123 | |
86 | |
76 | |
57 | |
52 |
User | Count |
---|---|
201 | |
137 | |
108 | |
73 | |
68 |