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Jorn_Mazet's avatar
Jorn_Mazet
Regular Visitor
2 years ago
Solved

Financial Statement - Measure issue

Hi all,

I'm trying to create a measure to use in a matrix that uses other measures to show a financial structure:

The measure used in the visual is "Amount per level" and each line in the measure refers to another predefined measure.

All base measures are simple CALCULATE functions.


I'm using a structure built in Excel, where the TOTAL Turnover without ohter is defined within the structure. This structure is used as Row data in the visual

 

Trouble starts when I use a measure that simply adds up 2 other measures (my measure there is "TOTAL Turnover without other"); I want to show a line that adds up the "Recurring Turnover" (so level 2 - Recurring) and "Non-Recurring Turnover (so level 2 - Non-Recurring), while ignoring the "Other revenue" (TOTAL Turnover without other = [Non Recurring Turnover] + [Recurring Turnover]).

I don't understand why Power BI does not show the result of TOTAL Turnover without other, while every line is in fact a measure:

 

When I change the measure for the total without other to the value of '1', it shows.


I'm at a loss and would appreciate any and all tips!!
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  • Joe_Barry's avatar
    Joe_Barry
    2 years ago

    Hi Jorn

     

    It seems to be a relationship issue. When I remove the Relationship between FACT and DT_GL_Structure the Total Turnover without other works. This is how I have my P&L set up too. But there are issues with numbers for the lower hierachy.

     

    Unfortunately I don't hav etime to look into it more, but hopefully this will help you find a way.

     

    Thanks

    Joe

     

     

     

     

     

8 Replies

    • Jorn_Mazet's avatar
      Jorn_Mazet
      Regular Visitor

      Hi Amira,
      Just gave access!
      Thanks to look at the issue!!

  • I found it because simply the GL_account is empty or NULL in the DT_GL_Reporting Structure table for Level1 =

    TOTAL Turnover without other



     

    • Jorn_Mazet's avatar
      Jorn_Mazet
      Regular Visitor

      The GL_account is empty because line for the line "TOTAL Turnover without other" is suppose to be calculated by adding 2 other measures instead of summing GL accounts; that is the premise of the question...

    • Jorn_Mazet's avatar
      Jorn_Mazet
      Regular Visitor

      Hey Joe,
      Thanks for taking the time to look at my post. 
      The issue I'm having is not an issue of hierarchy for as far as I can see, it's an issue of a measure that doesn't show a result in my matrix (where standalone it does).
      If you have insights in this specific issue, I'd love to hear from you!

      • Joe_Barry's avatar
        Joe_Barry
        Solution Sage

        Hi Jorn

         

        It seems to be a relationship issue. When I remove the Relationship between FACT and DT_GL_Structure the Total Turnover without other works. This is how I have my P&L set up too. But there are issues with numbers for the lower hierachy.

         

        Unfortunately I don't hav etime to look into it more, but hopefully this will help you find a way.

         

        Thanks

        Joe