Forum Discussion
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
| Date | Cost | Department | Budget Line | Details |
| 9/1/22 | $1,500.00 | Operations | Staff Retreat | Venue reservations |
BookedTransactions
| Date | Cost | Department | Budget Line | Details |
| 9/3/22 | $500.00 | Operations | Staff Retreat | Catering 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
- Ashish_Mathur
Super User
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.
- AnonymousNot 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!