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av9's avatar
av9
Icon for Helper III rankHelper III
4 years ago
Solved

Filter data in heirachy

I am trying to filter data in this table so any customer above 15% should show only.

 

I am having troubles creating a filter that allows me to filter at this level and keep the account rows under them when the account rows are less than 15% but add to greather than 15% on a customer level.

 

As example Customer 1 is totalled 16% but because the accounts are both only 8% these rows are getting filtered out.

 

 

% Sales = DIVIDE([Total Sales], CALCULATE([Total Sales], All(Customer), All (Account)))

 

Any help would be great.

  • av9's avatar
    av9
    4 years ago

    Still doesnt quite sort it out. Its ok I have managed to find a way to do it.

5 Replies

  • av9 , create a measure like this and use visual level filter

     

    % filter Sales = calculate(DIVIDE([Total Sales], CALCULATE([Total Sales], all())), allexcept(table, Table[customer]))

    • av9's avatar
      av9
      Icon for Helper III rankHelper III

      Its creating the visual level filter thats the issue. Seems to always not include the 3rd level in heirarchy (Account)

       

       

      • danextian's avatar
        danextian
        Icon for Super User rankSuper User

        You can try something like below which will calculate the percentage on the account level.

        Account % =
        CALCULATE ( [% Measure], ALLEXCEPT ( tbl, tbl[account] ) )