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jyaul786
Helper II
Helper II

Expand up to only possible level hierarchy / remove blank last hierarchy

Dear friend,

i have financial table with level hierarchy, some account have up to level 4 but some up to level2 as details:

jyaul786_0-1701763366301.png

 

I want to report in Matrix with Level1- Level2-Level3-Level 4- Account name.

For the balank value for level3 and level 4 , i created custom coumn by:

LEVEL3 NEW = IF('Table test'[Level3]=BLANK(),'Table test'[Account Name],'Table test'[Level3])
and
LEVEL4 NEW = IF(AND('Table test'[Level3]<>BLANK(),'Table test'[Level4]=BLANK()),'Table test'[Account Name],'Table test'[Level4])
 
when i display on Matrix Level1,Level2,Level3,Level4,Account Name i am get blank at level4.
jyaul786_3-1701763778495.png

 

 
how can i remove this blank/ or expand upto only possible level.

 

 
1 REPLY 1
Idrissshatila
Super User
Super User

Hello @jyaul786 ,

 

this is normal because in your heirarchy you have blank values in this level, and it won't work that you go up in a heirarchy for some values and for others stay drilled down. so this would remain blank like this unless you did have data in it.

Also for financial report I would recomend to check these:
https://youtu.be/PI52ckgezzA?si=hUhGCCT-BHx0wE5t

https://youtu.be/J4317R5BvsA?si=F-pg56xoDoWivCh9

 



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