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Hello,
I have a problem for which I can't find a solution.
let me explain
I want to show for selected portfolio, the composition categorized by asset class.
I have 3 asset class :
- Equity
-Bonds
-Cash
For equity only, I want to add a Subcategory to specify the geographical area.
Data are like that :
For each "Asset class" and each "geographical area" I need the subtotal of "Amount in Euro" but not "unit Cost" (it is a nonsense to sum unit cost).
and for Stocks name I need to see : "Unit Cost" and "Amount in Euro"
The result that I'm looking for is like that when I select Port1:
If I use the methode you describe, I will have something like this :
The name will be at "geographic aera" level, that mean without unit cost. If I add unit cost for geographic aera it be added for Europe, US and international too and it's a nonsens.
Thank you a lot for your help!
This might be an obvious solution, so I'm sure you might have tried it already, but have you tried filtering out the visual based on the categories you don't want? Throw in your level 2 categories into the visual filter, then unclick whatever ones you want to hide
@Len_Barr unfortunately it doesn't work because if I hide some subcategories I won't see the information contained in them anymore. I just want to hide the subcategory line but show the information
@Niak So does you data look like this?
Category | Sub1 | Sub2 | Value |
ACTIONS | Europe | AIR LIQUIDE | 12 |
ACTIONS | International | Something | 5 |
LIQUIDITE | EUR | 14 | |
OBLIGATIONS | AXA S.D.H.Y.ZH.C3D | 44 |
@Niak Well, here's a thought, you could create 2 calculated columns (either in DAX or PQ) like below and use these in place of your current subcategory columns:
Sub1a Column = IF([Sub1] = BLANK(), [Sub2], [Sub1])
Sub2a Column = IF([Sub1] = BLANK(), BLANK(), [Sub2])
@Greg_Deckler Thank you very much, this is very smart.
But in terms of display, there are still some problems because each asset is considered as a subtotal (specific formatting, not all columns present... adapted to subtotals but not to each asset)
@Niak Are you saying that you want subtotals for the yellow marked areas?
@Greg_Deckler Not really.
I want exactly this without yellow line :
When I use your methode, some sub2 takes the place of sub1, so I have the format of sub1 for sub2 data and that's the probleme, because subtotals, bold, etc are not adapted to sub2 data.
I hope it's clearer.
Thank you for your help
@Niak I probably need more data to understand the full issue. I don't know what the calculations are for sub1 versus sub2 so I'm not sure of the full issue you are having.
@Greg_Deckler let me explain
I want to show for selected portefolio, the composition categorized by asset class.
I have 3 asset class :
- Equity
-Bonds
-Cash
For equity only, I want to add a Subcategory to specify the geographical area.
Data are like that :
For each "Asset class" and each "geographical area" I need the subtotal of "Amount in Euro" but not "unit Cost" (it is a nonsense to sum unit cost).
and for Stocks name I need to see : "Unit Cost" and "Amount in Euro"
The result that I'm looking for is like that when I select Port1:
If I use the methode you describe, I will have somethink like this :
The name will be at "geographic aera" level, that mean without unit cost. If I add unit cost for geographic aera it be added for Europe, US and internationnal too and it's a nonsens.
Thank you a lot for your help!
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