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lg01
Frequent Visitor

Folded Matrix showing lower level value

I have a Matrix I am workig on. The data I am showing is for Human Resources. My clients basically want a hyerarchy that starts with a Region manager and goes down to the employees under the supervisors that work under this manager. So It would be something like:

-NameOfRegionManager

          -NameOfSupervisor1

                   -NameOfEmployee1

                   -NameOfEmployee2

 

Now, for the values, I select the Position they have. Since values require aggregations I select "First" as my aggregation method and it gives me the Position each one has. That works fine as long as the Matrix is expanded. However when I fold the hierarchy, for the Regional manager (top of the hierarchy), it shows as if his position is "Operator", which is the position of Employee1 (lower lever of the hierachy). So, my question, is there a way to hide that value when the hierachy is folded? As is, the information is showing is misleading.

1 ACCEPTED SOLUTION
v-tangjie-msft
Community Support
Community Support

Hi @lg01 ,

 

According to your description, here are my steps you can follow as a solution.

(1) This is my test data. 

vtangjiemsft_0-1715305919955.png

(2) We can create a measure. 

Position Measure = IF(ISINSCOPE('Table'[NameOfEmployee1]),MAX('Table'[Position]),BLANK())

(3) Then the result is as follows.

vtangjiemsft_1-1715306053328.png

vtangjiemsft_2-1715306074328.png

Best Regards,

Neeko Tang

If this post  helps, then please consider Accept it as the solution  to help the other members find it more quickly. 

View solution in original post

2 REPLIES 2
Ashish_Mathur
Super User
Super User

Hi,

Share some data to work with and show the expected result.  Share data in a format that can be pasted in an MS Excel file.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
v-tangjie-msft
Community Support
Community Support

Hi @lg01 ,

 

According to your description, here are my steps you can follow as a solution.

(1) This is my test data. 

vtangjiemsft_0-1715305919955.png

(2) We can create a measure. 

Position Measure = IF(ISINSCOPE('Table'[NameOfEmployee1]),MAX('Table'[Position]),BLANK())

(3) Then the result is as follows.

vtangjiemsft_1-1715306053328.png

vtangjiemsft_2-1715306074328.png

Best Regards,

Neeko Tang

If this post  helps, then please consider Accept it as the solution  to help the other members find it more quickly. 

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