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I will try to keep this as brief and summarized as possible.
I have 2 tables that are disconnected.
The first table is one that purely has columns which define a hierarchy.
Area | Business Unit | Portfolio | Subportfolio |
Area 1 | BU1 | PO1 | SP1 |
Area 1 | BU1 | PO2 | SP2 |
Area 1 | BU2 | PO3 | SP3 |
Area 1 | BU2 | PO4 | SP4 |
From the table above I create a hierarchy and hide the actual columns in Reoprt View.
A simplified version of the second table is like this:
Date | Level | Result |
2020-03-31 | Area 1 | 1,000,000 |
2020-03-31 | BU1 | 500,000 |
2020-03-31 | BU2 | 800,000 |
2020-03-31 | PO1 | 300,000 |
2020-03-31 | PO2 | 400,000 |
2020-03-31 | SP1 | 200,000 |
2020-03-31 | SP2 | 200,000 |
Don't worry about the numbers for now.
In a Matrix visual, I want to be able to drop the hierachy on the rows (obviously with drilldown enabled) and have a DAX measure in the Values section of the matrix that will look up the correct value for each level of the hierarchy, no matter how far down the user drills.
I'm having trouble with creating this measure.
Can anyone assist?
Can you post what you have in terms of a measure calculation? You definitely need to be using ISINSCOPE. https://docs.microsoft.com/en-us/dax/isinscope-function-dax
Yeah I figured as much that ISINSCOPE is the key but I can't wrap my head around how to get it into a measure.
At the moment, I've created 4 measures, each one doing an "ISINSCOPE" for each level of the hierachy:
IsInscope Business Unit = ISINSCOPE( 'Hierarchy)'[Business Unit] )
Generally,
Measure =
SWITCH(TRUE(),
ISINSCOPE('Hierarchy'[Area]),SUMX(FILTER('Table','Table'[Level]=MAX('Hierarchy'[Area]),[Result]),
ISINSCOPE(...)
)
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