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Anonymous's avatar
Anonymous
Not applicable
3 years ago

Fields from different tables at same hierarchy level

Hello all,

 

I have two tables tracking expenses, (RealtimeTracker) and (BookedTransactions). They both have [Date], [Cost], [Department], [BudgetLine], and [Details] columns. There are additional tables (Date), (Department), and (BudgetLine), with 1:* relationships with the two expense tracking tables. 

 

RealtimeTracker

DateCostDepartmentBudget LineDetails
9/1/22$1,500.00OperationsStaff RetreatVenue reservations

 

BookedTransactions

DateCostDepartmentBudget LineDetails
9/3/22$500.00OperationsStaff RetreatCatering deposit

 

I want a matrix that allows people to drill down Department > BudgetLine > Details, pulling in the results from both tables. 

 

What I get:

Operations

Staff Retreat

Venue Reservation

Catering Deposit

 

where I have to drill into the first Detail row to view the second. Ideally when I drill into Staff Retreat I would see both Detail rows from the two tables at the same level.

 

What I want:

Operations

Staff Retreat

Venue Reservation

Catering Deposit

 

The matrix rows are (Department)[Department], (BudgetLine)[BudgetLine], and then (RealtimeTracker)[Details] and (BookedTransactions)[Details]. 

 

Please let me know what other details would be helpful in helping resolve this.

2 Replies

  • Hi,

    Ensure that you drag Department, BudgetLine and Details from the Dimension tables.  Drag these measures to the visual

    RTT cost = sum(Real Time Tracker[Cost])

    B Cost = sum(Booked Transactions[Cost])

    Hope this helps.

    • Anonymous's avatar
      Anonymous
      Not applicable

      Thank you, Ashish. Details does not have a Dimension table right now as those columns contain the notes for each individual transaction; can a Dimension table auto-create new rows when a specific column of a fact table syncs new unique values? 

       

      Thank you!