Forum Discussion
Dynamic conditional usage of dimension tables
Hi all,
I'm trying find the best solution for filtering accounting data based on different custom groupings.
I currenly have this kind of parameter table for groupings.
And these dimension tables to tell how to read accounting data into those groups.
And below is how the grouping of the data should happen.
What would be the best way to find the total amount for each individual group? As there should be no usage of filtering table if selected group has zero rows for the dimension table in question. For example, as Group1 uses only account numbers, it should ignore the dimension tables for cost centers and Grouping DimX.
Thanks in advance, I'm a bit stuck as my ideas don't seem to work as I want.
| Grouping | ||
| Groupd ID | Group | |
| 1 | Group1 | Filtered only by Accounts |
| 2 | Group2 | Filtered by Accounts And Cost Centers |
| 3 | Group3 | Filtered by Accounts And Cost Centers |
| 4 | Group4 | Filtered by Accounts and Dimensions |
| Grouping Account | |
| Account | Grouping |
| 5000 | 1 |
| 5001 | 1 |
| 5002 | 1 |
| 5003 | 1 |
| 5004 | 1 |
| 5005 | 2 |
| 5006 | 2 |
| 5007 | 2 |
| 5005 | 3 |
| 5006 | 3 |
| 5007 | 3 |
| 5010 | 4 |
| 5011 | 4 |
| 5012 | 4 |
| Grouping Cost Centers | |
| CostCenter | Grouping |
| 1 | 2 |
| 2 | 3 |
| Grouping DimX | |
| Dimension | Grouping |
| 1 | 4 |
| Accounting Data | ||||
| Account | CostCenter | DimX | Amount | |
| 5000 | 1 | 1 | 50,00 € | Group1 |
| 5001 | 2 | 2 | 100,00 € | Group1 |
| 5002 | 3 | 2 | 200,00 € | Group1 |
| 5003 | 4 | 2 | 300,00 € | Group1 |
| 5004 | 5 | 1 | 50,00 € | Group1 |
| 5005 | 1 | 2 | 100,00 € | Group2 |
| 5006 | 1 | 3 | 200,00 € | Group2 |
| 5007 | 1 | 4 | 300,00 € | Group2 |
| 5005 | 2 | 5 | 300,00 € | Group3 |
| 5006 | 2 | 6 | 50,00 € | Group3 |
| 5007 | 2 | 3 | 100,00 € | Group3 |
| 5010 | 12 | 1 | 200,00 € | Group4 |
| 5011 | 13 | 1 | 300,00 € | Group4 |
| 5012 | 14 | 1 | 50,00 € | Group4 |
Hi dhannaa ,
Please refer to my steps to see if it helps you.
Create relationships between the three tables.
Then create a measure.
balance = IF(SELECTEDVALUE(Table_3[Dimension])=1,"Group4",IF(SELECTEDVALUE(Table_1[Grouping])=2&&SELECTEDVALUE(Table_2[CostCenter])=1,"Group2",IF(SELECTEDVALUE(Table_1[Grouping])=3&&SELECTEDVALUE(Table_2[CostCenter])=2,"Group3","Group1")))If I have musunderstood your meaning, please provide your pbix without privacy information and desired output.
Best Regards
Community Support Team _ Polly
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
3 Replies
The best way to accomplish this would be to implement Calculation Groups
Hi dhannaa ,
Please refer to my steps to see if it helps you.
Create relationships between the three tables.
Then create a measure.
balance = IF(SELECTEDVALUE(Table_3[Dimension])=1,"Group4",IF(SELECTEDVALUE(Table_1[Grouping])=2&&SELECTEDVALUE(Table_2[CostCenter])=1,"Group2",IF(SELECTEDVALUE(Table_1[Grouping])=3&&SELECTEDVALUE(Table_2[CostCenter])=2,"Group3","Group1")))If I have musunderstood your meaning, please provide your pbix without privacy information and desired output.
Best Regards
Community Support Team _ Polly
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Hi dhannaa ,
Does that make sense? If so, kindly mark my answer as the solution to close the case please. Thanks in advance.
Best Regards
Community Support Team _ Polly
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
