Forum Discussion
Financial Reporting - Parent summation
Hi dt_mc
“a financial report where say everything depth <1 is visible by default”
This can be achieved by adding a filter in Visual level filters.
"drill down into the other components via the parent account"
"get the parents to inherit the children's adj amounts"
"I have to assume matrix"
What results on the matrix visual would you like?
As I tested, columns added to Row field can be drilled down into others.
Additionally, please refer to Matrix article to know how to use it.
Best Regards
Maggie
Hi thanks for the reply.
Output would be based on account_type_code and the roll-up of the amount - here's an example in excel that i was looking to replicate.
Hi -
i made modifications to use the Hierarchical data type in SQL now, so i have an inherent path for my nodes. https://docs.microsoft.com/en-us/sql/relational-databases/hierarchical-data-sql-server?view=sql-server-2017
How can that be utilized in BI?
